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Nuveen AMT-Free Municipal Value Fund

51 hedge funds and large institutions have $45.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

42% more funds holding

Funds holding: 3651 (+15)

21% more capital invested

Capital invested by funds: $37.6M → $45.5M (+$7.89M)

0.62% more ownership

Funds ownership: 14.76%15.38% (+0.62%)

Holders
51
Holders Change
+15
Holders Change %
+41.67%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
19
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$17.5M +$1.68M +101,409 +11%
Wells Fargo
2
Wells Fargo
California
$4.23M +$745K +45,066 +21%
Ameriprise
3
Ameriprise
Minnesota
$2.82M +$81.7K +4,943 +3%
Morgan Stanley
4
Morgan Stanley
New York
$2.65M +$1.19M +72,186 +81%
GC
5
Guggenheim Capital
Illinois
$2.01M -$57.5K -3,483 -3%
RCM
6
Rivernorth Capital Management
Florida
$1.31M +$1.31M +79,540 New
VanEck Associates
7
VanEck Associates
New York
$1.29M +$267K +16,189 +26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$989K +$108K +6,525 +12%
HCIA
9
Hochman Cole Investment Advisors
Illinois
$905K -$165K -10,014 -15%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$896K +$31.1K +1,883 +4%
Bank of America
11
Bank of America
North Carolina
$893K +$298K +18,013 +50%
WAM
12
Wakefield Asset Management
Colorado
$892K -$3.24K -196 -0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$823K +$39.3K +2,376 +5%
PAS
14
Park Avenue Securities
New York
$808K +$33.2K +2,007 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$793K +$224K +13,563 +39%
LPL Financial
16
LPL Financial
California
$710K +$154K +9,292 +28%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$672K +$32.6K +1,976 +5%
KAS
18
Kestra Advisory Services
Texas
$571K +$162K +9,814 +39%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$508K +$99.6K +6,028 +24%
UBS Group
20
UBS Group
Switzerland
$444K +$150K +9,058 +51%
RIA
21
Realta Investment Advisors
Delaware
$402K +$403K +24,419 New
Truist Financial
22
Truist Financial
North Carolina
$330K -$6.61K -400 -2%
WAOTB
23
Wealth Advisors of Tampa Bay
Florida
$330K
DC
24
Davenport & Co
Virginia
$293K
HighTower Advisors
25
HighTower Advisors
Illinois
$243K +$942 +57 +0.4%

NUW Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2021, worth a combined $45.5M — up 21% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NUW positions and 3 closed out — a net gain of 15 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $171K sold.

  • 51 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $45.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 18 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2021 and 3 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2021 was 1607 Capital Partners, an estimated $1.68M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2021 was Susquehanna International Group, an estimated $171K sold.

Based on aggregated 13F filings for Q1 2021.