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Nuveen AMT-Free Municipal Value Fund

29 hedge funds and large institutions have $18.1M invested in Nuveen AMT-Free Municipal Value Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

21% more capital invested

Capital invested by funds: $14.9M → $18.1M (+$3.19M)

21% more funds holding

Funds holding: 2429 (+5)

1.45% more ownership

Funds ownership: 6.08%7.53% (+1.4%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$3.63M +$2.66M +169,423 +269%
GC
2
Guggenheim Capital
Illinois
$2.5M +$771K +49,088 +44%
Morgan Stanley
3
Morgan Stanley
New York
$1.73M +$95.6K +6,087 +6%
Invesco
4
Invesco
Georgia
$1.59M -$744K -47,359 -32%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.42M -$49.2K -3,135 -3%
Ameriprise
6
Ameriprise
Minnesota
$1.13M +$240K +15,282 +27%
UBS Group
7
UBS Group
Switzerland
$924K -$121K -7,733 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$688K +$23.4K +1,490 +4%
BTS
9
BB&T Securities
Virginia
$677K +$895 +57 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$618K -$2.92K -186 -0.5%
Wells Fargo
11
Wells Fargo
California
$617K -$88K -5,602 -12%
VanEck Associates
12
VanEck Associates
New York
$493K +$53.3K +3,391 +12%
Bank of America
13
Bank of America
North Carolina
$285K -$73.8K -4,699 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$252K +$253K +16,119 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$207K +$30.1K +1,919 +17%
MPI
16
Mairs & Power Inc
Minnesota
$203K +$204K +13,000 New
LPL Financial
17
LPL Financial
California
$197K +$198K +12,622 New
HH
18
Hilltop Holdings
Texas
$184K +$185K +11,754 New
SG Americas Securities
19
SG Americas Securities
New York
$178K -$69.4K -4,416 -28%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K
WT
21
Whittier Trust
California
$109K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$84K
RFC
23
Regions Financial Corp
Alabama
$73K
IFAM
24
Institutional & Family Asset Management
Colorado
$48K +$550 +35 +1%
US Bancorp
25
US Bancorp
Minnesota
$39K +$16.6K +1,059 +76%

NUW Hedge Fund Activity: Q2 2018 in Review

29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2018, worth a combined $18.1M — up 21% from $14.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUW positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $2.66M. The largest seller was Invesco, cutting an estimated $744K.

  • 29 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2018, up from 24 in Q1 2018.
  • Funds reported $18.1M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2018, up 21% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2018 and 1 closed out, a net change of +5 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $2.66M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2018 was Invesco, an estimated $744K sold.

Based on aggregated 13F filings for Q2 2018.