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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

23 hedge funds and large institutions have $10.9M invested in Nuveen AMT-Free Municipal Value Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$900K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.98M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.73M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$80K
5
VanEck Associates
5
VanEck Associates
New York
$404K

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$171K
3
DA
3
Doliver Advisors
Texas
$0
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
NFG
5
Next Financial Group
Texas
$75K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.98M 115,958 +24,594 +27%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.73M 101,545 +5,586 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$901K 52,877 +899 +2%
Invesco
4
Invesco
Georgia
$900K 52,840 +52,840 New
BTS
5
BB&T Securities
Virginia
$816K 47,900 +3,500 +8%
UBS Group
6
UBS Group
Switzerland
$774K 45,391 -6,990 -13%
LPL Financial
7
LPL Financial
California
$706K 41,755 +2,988 +8%
Bank of America
8
Bank of America
North Carolina
$607K 35,621 -1,466 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$561K 32,930 -3,822 -10%
VanEck Associates
10
VanEck Associates
New York
$404K 23,692 +3,628 +18%
Wells Fargo
11
Wells Fargo
California
$353K 20,691 -1,671 -7%
RJA
12
Raymond James & Associates
Florida
$200K 11,758 +16 +0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$192K 11,264 +199 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$171K 10,011 -22,951 -70%
WT
15
Whittier Trust
California
$119K 7,000 – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$111K 6,500 +2,000 +44%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$80K 4,687 +4,687 New
NFG
18
Next Financial Group
Texas
$75K 4,400 -10,700 -71%
Creative Planning
19
Creative Planning
Kansas
$58K 3,415 -1,302 -28%
LNB
20
Ledyard National Bank
$56K 3,313 +13 +0.4%
DADC
21
D.A. Davidson & Co
Montana
$34K 2,000 – –
AG
22
Advisor Group
Arizona
$28K 1,650 – –
US Bancorp
23
US Bancorp
Minnesota
$24K 1,400 – –
LCM
24
Laurion Capital Management
New York
– – -86,896 Closed
DA
25
Doliver Advisors
Texas
– – -17,832 Closed
1
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