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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

50 hedge funds and large institutions have $49.6M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$550K
2
RCM
2
Rivernorth Capital Management
Florida
$1.86M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.26M
4
KAS
4
Kestra Advisory Services
Texas
$987K
5
TIM
5
Tortoise Investment Management
New York
$476K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
GC
2
Guggenheim Capital
Illinois
$1.63M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$620K
4
MC
4
Matisse Capital
Oregon
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$18.6M 1,078,054 +15,600 +1%
Wells Fargo
2
Wells Fargo
California
$3.92M 226,615 -29,817 -12%
Ameriprise
3
Ameriprise
Minnesota
$3.25M 188,314 +17,346 +10%
Morgan Stanley
4
Morgan Stanley
New York
$2.89M 167,143 +6,109 +4%
RCM
5
Rivernorth Capital Management
Florida
$1.86M 107,566 +28,026 +35%
GC
6
Guggenheim Capital
Illinois
$1.63M 94,374 -27,540 -23%
VanEck Associates
7
VanEck Associates
New York
$1.62M 93,819 +15,275 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.26M 72,757 +24,665 +51%
KAS
9
Kestra Advisory Services
Texas
$987K 57,114 +22,438 +65%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$982K 56,804 -3,211 -5%
WAM
11
Wakefield Asset Management
Colorado
$958K 55,420 +1,286 +2%
Bank of America
12
Bank of America
North Carolina
$942K 54,516 +369 +0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$913K 52,857 +2,898 +6%
PAS
14
Park Avenue Securities
New York
$895K 51,793 +2,744 +6%
HCIA
15
Hochman Cole Investment Advisors
Illinois
$855K 49,480 -5,405 -10%
LPL Financial
16
LPL Financial
California
$799K 46,255 +3,175 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$715K 41,416 +624 +2%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$620K 35,882 -18,469 -34%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$580K 33,579 +2,734 +9%
SIA
20
Sit Investment Associates
Minnesota
$550K 31,819 +31,819 New
UBS Group
21
UBS Group
Switzerland
$537K 31,075 +4,177 +16%
TIM
22
Tortoise Investment Management
New York
$476K 27,525 +19,141 +228%
RIA
23
Realta Investment Advisors
Delaware
$422K 24,419 – –
Truist Financial
24
Truist Financial
North Carolina
$346K 20,000 – –
WAOTB
25
Wealth Advisors of Tampa Bay
Florida
$346K 20,000 – –
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