Nuveen AMT-Free Municipal Value Fund
NUW
36 hedge funds and large institutions have $26.5M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
45% more capital invested
Capital invested by funds: $18.2M → $26.5M (+$8.27M)
6% more funds holding
Funds holding: 34 → 36 (+2)
3.67% more ownership
Funds ownership: 7.24% → 10.91% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$7.25M |
| 2 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$960K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$537K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$490K |
| 5 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$478K |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$234K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$176K |
| 4 |
Morgan Stanley
New York
|
-$142K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$57.9K |
NUW Hedge Fund Activity: Q1 2020 in Review
36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2020, worth a combined $26.5M — up 45% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NUW positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $7.25M. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $478K sold.
- 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2020, up from 34 in Q4 2019.
- Funds reported $26.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2020, up 45% quarter-over-quarter.
- 11 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2020 and 7 closed out, a net change of +4 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2020 was 1607 Capital Partners, an estimated $7.25M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2020 was Ackerman Capital Advisors, an estimated $478K sold.
Based on aggregated 13F filings for Q1 2020.