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Nuveen AMT-Free Municipal Value Fund

36 hedge funds and large institutions have $31.8M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

13% more funds holding

Funds holding: 3236 (+4)

2% more capital invested

Capital invested by funds: $31.2M → $31.8M (+$648K)

0.33% more ownership

Funds ownership: 12.85%13.17% (+0.33%)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$12.1M +$147K +9,166 +1%
Wells Fargo
2
Wells Fargo
California
$2.58M +$286K +17,886 +12%
Ameriprise
3
Ameriprise
Minnesota
$2.55M -$117K -7,328 -4%
GC
4
Guggenheim Capital
Illinois
$2.44M +$202K +12,646 +9%
Morgan Stanley
5
Morgan Stanley
New York
$1.16M +$5.45K +341 +0.5%
VanEck Associates
6
VanEck Associates
New York
$1.05M -$20.1K -1,258 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.04M +$784 +49 +0.1%
HCIA
8
Hochman Cole Investment Advisors
Illinois
$969K +$193K +12,048 +25%
WAM
9
Wakefield Asset Management
Colorado
$840K -$23.9K -1,494 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$712K +$76.1K +4,757 +12%
PAS
11
Park Avenue Securities
New York
$707K +$76K +4,754 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$626K -$6.76K -423 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$584K +$6.45K +403 +1%
Bank of America
14
Bank of America
North Carolina
$541K +$6.76K +423 +1%
LPL Financial
15
LPL Financial
California
$505K -$5.5K -344 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$423K +$423K +26,479 New
BS
17
Boenning & Scattergood
Pennsylvania
$372K +$373K +23,300 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$371K +$832 +52 +0.2%
Truist Financial
19
Truist Financial
North Carolina
$355K -$1.6K -100 -0.4%
KAS
20
Kestra Advisory Services
Texas
$345K +$345K +21,595 New
DC
21
Davenport & Co
Virginia
$297K
UBS Group
22
UBS Group
Switzerland
$294K -$82.6K -5,164 -22%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K
CFB
24
Cullen/Frost Bankers
Texas
$117K
BAM
25
Belpointe Asset Management
Nevada
$109K

NUW Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2020, worth a combined $31.8M — up 2.1% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUW positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $423K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $850K sold.

  • 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2020, up from 32 in Q2 2020.
  • Funds reported $31.8M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2020, up 2.1% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2020 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $423K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $850K sold.

Based on aggregated 13F filings for Q3 2020.