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Nuveen AMT-Free Municipal Value Fund

36 hedge funds and large institutions have $37.6M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

18% more capital invested

Capital invested by funds: $31.8M → $37.6M (+$5.79M)

1.58% more ownership

Funds ownership: 13.17%14.76% (+1.6%)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$15.8M +$3.25M +201,396 +27%
Wells Fargo
2
Wells Fargo
California
$3.47M +$808K +50,110 +31%
Ameriprise
3
Ameriprise
Minnesota
$2.72M +$100K +6,219 +4%
GC
4
Guggenheim Capital
Illinois
$2.06M -$436K -27,047 -18%
Morgan Stanley
5
Morgan Stanley
New York
$1.46M +$265K +16,465 +23%
HCIA
6
Hochman Cole Investment Advisors
Illinois
$1.07M +$68.3K +4,236 +7%
VanEck Associates
7
VanEck Associates
New York
$1.02M -$59.1K -3,664 -6%
WAM
8
Wakefield Asset Management
Colorado
$893K +$28.8K +1,783 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$879K -$182K -11,315 -17%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$862K +$339 +21 +0%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$782K +$48.5K +3,009 +7%
PAS
12
Park Avenue Securities
New York
$773K +$44.8K +2,778 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$637K -$6.63K -411 -1%
Bank of America
14
Bank of America
North Carolina
$594K +$35.7K +2,216 +7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$567K -$32.1K -1,991 -5%
LPL Financial
16
LPL Financial
California
$555K +$35.5K +2,200 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$408K +$25.9K +1,606 +7%
KAS
18
Kestra Advisory Services
Texas
$407K +$52.7K +3,267 +15%
Truist Financial
19
Truist Financial
North Carolina
$335K -$29K -1,800 -8%
WAOTB
20
Wealth Advisors of Tampa Bay
Florida
$329K +$322K +20,000 New
UBS Group
21
UBS Group
Switzerland
$293K -$8.58K -532 -3%
DC
22
Davenport & Co
Virginia
$292K -$12.9K -800 -4%
HighTower Advisors
23
HighTower Advisors
Illinois
$240K +$236K +14,633 New
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$171K -$259K -16,063 -61%

NUW Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2020, worth a combined $37.6M — up 18% from $31.8M a quarter earlier.

Fund positioning in NUW was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.25M. The largest seller was Guggenheim Capital, cutting an estimated $436K.

  • 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $37.6M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $3.25M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2020 was Guggenheim Capital, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2020.