Nuveen AMT-Free Municipal Value Fund
NUW
27 hedge funds and large institutions have $11.7M invested in Nuveen AMT-Free Municipal Value Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
3% more capital invested
Capital invested by funds: $11.4M → $11.7M (+$394K)
0.78% more ownership
Funds ownership: 4.23% → 5.01% (+0.78%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.46M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$553K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$299K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$201K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$475K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$269K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$210K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$125K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$82.2K |
NUW Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2016, worth a combined $11.7M — up 3.5% from $11.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $475K.
- 27 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2016, up from 25 in Q3 2016.
- Funds reported $11.7M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2016, up 3.5% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2016 and 3 closed out, a net change of +3 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $1.46M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2016 was Morgan Stanley, an estimated $475K sold.
Based on aggregated 13F filings for Q4 2016.