Nuveen AMT-Free Municipal Value Fund
NUW
23 hedge funds and large institutions have $12.7M invested in Nuveen AMT-Free Municipal Value Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $10.9M → $12.7M (+$1.81M)
0.63% more ownership
Funds ownership: 4.44% → 5.07% (+0.63%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$957K |
| 3 |
Morgan Stanley
New York
|
+$248K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$184K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$706K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$123K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$36K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$35.4K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$34K |
NUW Hedge Fund Activity: Q2 2017 in Review
23 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2017, worth a combined $12.7M — up 17% from $10.9M a quarter earlier.
Fund positioning in NUW was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 7 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $1.11M. The largest seller was LPL Financial, exiting entirely with an estimated $706K sold.
- 23 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $12.7M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2017, up 17% quarter-over-quarter.
- 2 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2017 and 2 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $1.11M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2017 was LPL Financial, an estimated $706K sold.
Based on aggregated 13F filings for Q2 2017.