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Nuveen AMT-Free Municipal Value Fund

37 hedge funds and large institutions have $16.9M invested in Nuveen AMT-Free Municipal Value Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

28% more funds holding

Funds holding: 2937 (+8)

0.07% less ownership

Funds ownership: 7.53%7.45% (-0.07%)

6% less capital invested

Capital invested by funds: $18.1M → $16.9M (-$1.17M)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.5M +$143K +9,404 +6%
Morgan Stanley
2
Morgan Stanley
New York
$1.71M +$74.1K +4,857 +4%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.59M +$250K +16,418 +18%
LCM
4
Laurion Capital Management
New York
$1.13M -$2.38M -156,142 -67%
Ameriprise
5
Ameriprise
Minnesota
$1.08M +$5.28K +346 +0.5%
WAM
6
Wolverine Asset Management
Illinois
$905K +$935K +61,318 New
UBS Group
7
UBS Group
Switzerland
$785K -$90.1K -5,907 -10%
Invesco
8
Invesco
Georgia
$715K -$812K -53,271 -52%
VanEck Associates
9
VanEck Associates
New York
$619K +$158K +10,335 +33%
Wells Fargo
10
Wells Fargo
California
$613K +$30.9K +2,026 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$592K +$9.2K +603 +2%
BTS
12
BB&T Securities
Virginia
$524K -$119K -7,800 -18%
LCM
13
Landscape Capital Management
New Jersey
$475K +$491K +32,193 New
HCIA
14
Hochman Cole Investment Advisors
Illinois
$415K +$429K +28,123 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$382K -$277K -18,150 -41%
CRC
16
Curi RMB Capital
Illinois
$373K +$386K +25,287 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$350K +$160K +10,475 +79%
Bank of America
18
Bank of America
North Carolina
$311K +$42.7K +2,800 +15%
DC
19
Davenport & Co
Virginia
$236K +$244K +15,987 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$221K -$17.2K -1,125 -7%
MPI
21
Mairs & Power Inc
Minnesota
$192K
1CP
22
1607 Capital Partners
Virginia
$190K +$197K +12,900 New
LPL Financial
23
LPL Financial
California
$174K -$13K -851 -7%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K
TSS
25
Two Sigma Securities
New York
$151K +$157K +10,263 New

NUW Hedge Fund Activity: Q3 2018 in Review

37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2018, worth a combined $16.9M — down 6.5% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUW positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $935K. The largest seller was Laurion Capital Management, cutting an estimated $2.38M.

  • 37 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2018, up from 29 in Q2 2018.
  • Funds reported $16.9M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2018, down 6.5% quarter-over-quarter.
  • 11 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2018 and 3 closed out, a net change of +8 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2018 was Wolverine Asset Management, an estimated $935K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2018 was Laurion Capital Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2018.