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Nuveen AMT-Free Municipal Value Fund

34 hedge funds and large institutions have $18.2M invested in Nuveen AMT-Free Municipal Value Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3334 (+1)

3% more capital invested

Capital invested by funds: $17.6M → $18.2M (+$572K)

0.37% more ownership

Funds ownership: 6.87%7.24% (+0.37%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.75M +$118K +7,058 +4%
Ameriprise
2
Ameriprise
Minnesota
$2.52M -$586K -35,134 -18%
Wells Fargo
3
Wells Fargo
California
$2.1M -$172K -10,342 -7%
Morgan Stanley
4
Morgan Stanley
New York
$1.24M -$356K -21,331 -22%
VanEck Associates
5
VanEck Associates
New York
$930K +$266K +15,968 +39%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$917K +$250 +15 +0%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$851K -$93.1K -5,587 -10%
WAM
8
Wolverine Asset Management
Illinois
$849K +$566K +33,970 +184%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$562K -$1.75K -105 -0.3%
LCM
10
Landscape Capital Management
New Jersey
$494K +$508K +30,471 New
LPL Financial
11
LPL Financial
California
$485K
ACA
12
Ackerman Capital Advisors
Texas
$478K +$492K +29,532 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$456K +$17.7K +1,060 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$430K +$30.3K +1,815 +7%
Bank of America
15
Bank of America
North Carolina
$394K +$98.1K +5,886 +32%
Truist Financial
16
Truist Financial
North Carolina
$386K +$397K +23,800 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$368K -$12.2K -730 -3%
UBS Group
18
UBS Group
Switzerland
$306K -$168K -10,053 -35%
DC
19
Davenport & Co
Virginia
$301K -$20K -1,200 -6%
NP
20
NorthRock Partners
Minnesota
$234K +$241K +14,436 New
AG
21
Advisor Group
Arizona
$193K +$181K +10,849 +1,033%
JFGIW
22
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K
HH
23
Hilltop Holdings
Texas
$176K +$10.1K +607 +6%
CFB
24
Cullen/Frost Bankers
Texas
$119K
BAM
25
Belpointe Asset Management
Nevada
$110K +$113K +6,800 New

NUW Hedge Fund Activity: Q4 2019 in Review

34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2019, worth a combined $18.2M — up 3.2% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NUW positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $566K. The largest seller was Ameriprise, cutting an estimated $586K.

  • 34 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2019, up from 33 in Q3 2019.
  • Funds reported $18.2M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2019 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2019 was Wolverine Asset Management, an estimated $566K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2019 was Ameriprise, an estimated $586K sold.

Based on aggregated 13F filings for Q4 2019.