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Nuveen AMT-Free Municipal Value Fund

31 hedge funds and large institutions have $21.2M invested in Nuveen AMT-Free Municipal Value Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

1.29% less ownership

Funds ownership: 10.4%9.11% (-1.3%)

3% less funds holding

Funds holding: 3231 (-1)

10% less capital invested

Capital invested by funds: $23.7M → $21.2M (-$2.41M)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.6M -$2.51M -159,422 -36%
GC
2
Guggenheim Capital
Illinois
$3.16M -$26.7K -1,697 -0.9%
Ameriprise
3
Ameriprise
Minnesota
$2.9M -$20.7K -1,317 -0.7%
Wells Fargo
4
Wells Fargo
California
$2.36M +$833K +52,862 +56%
Morgan Stanley
5
Morgan Stanley
New York
$1.59M +$27.7K +1,760 +2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$922K +$578K +36,709 +175%
VanEck Associates
7
VanEck Associates
New York
$673K -$8.62K -547 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$601K +$2.13K +135 +0.4%
HCIA
9
Hochman Cole Investment Advisors
Illinois
$599K -$29.5K -1,874 -5%
UBS Group
10
UBS Group
Switzerland
$576K +$23.6K +1,498 +4%
LPL Financial
11
LPL Financial
California
$504K +$42.2K +2,676 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$457K +$30.5K +1,934 +7%
Bank of America
13
Bank of America
North Carolina
$419K +$41.7K +2,650 +11%
BTS
14
BB&T Securities
Virginia
$408K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$334K -$78.4K -4,975 -19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$263K -$19.5K -1,238 -7%
DC
17
Davenport & Co
Virginia
$236K -$18.9K -1,200 -8%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K
CFB
19
Cullen/Frost Bankers
Texas
$117K +$115K +7,323 New
NFG
20
Next Financial Group
Texas
$83K +$567 +36 +0.7%
NFH
21
NEXT Financial Holdings
Texas
$83K +$82.1K +5,212 New
RFC
22
Regions Financial Corp
Alabama
$75K
RIA
23
Realta Investment Advisors
Delaware
$43K +$42.2K +2,680 New
US Bancorp
24
US Bancorp
Minnesota
$22K
BFEC
25
Benjamin F. Edwards & Company
Missouri
$12K

NUW Hedge Fund Activity: Q1 2019 in Review

31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2019, worth a combined $21.2M — down 10% from $23.7M a quarter earlier.

Fund positioning in NUW was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $833K. The largest seller was 1607 Capital Partners, cutting an estimated $2.51M.

  • 31 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2019, down from 32 in Q4 2018.
  • Funds reported $21.2M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2019, down 10% quarter-over-quarter.
  • 5 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2019 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2019 was Wells Fargo, an estimated $833K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2019 was 1607 Capital Partners, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2019.