Nuveen AMT-Free Municipal Value Fund
NUW
22 hedge funds and large institutions have $14.8M invested in Nuveen AMT-Free Municipal Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $12.7M → $14.8M (+$2.14M)
0.69% more ownership
Funds ownership: 5.07% → 5.75% (+0.69%)
4% less funds holding
Funds holding: 23 → 22 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$555K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$499K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$178K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$335K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$236K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$162K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$124K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$80K |
NUW Hedge Fund Activity: Q3 2017 in Review
22 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2017, worth a combined $14.8M — up 17% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NUW and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Invesco, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $335K.
- 22 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2017, down from 23 in Q2 2017.
- Funds reported $14.8M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2017, up 17% quarter-over-quarter.
- 2 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2017 and 3 closed out, a net change of -1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2017 was Invesco, an estimated $1.08M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2017 was Morgan Stanley, an estimated $335K sold.
Based on aggregated 13F filings for Q3 2017.