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Nuveen AMT-Free Municipal Value Fund

50 hedge funds and large institutions have $49.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

0.2% more ownership

Funds ownership: 15.99%16.19% (+0.2%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $49.6M → $49.5M (-$81.9K)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$18.4M -$10.2K -592 -0.1%
Wells Fargo
2
Wells Fargo
California
$3.57M -$291K -16,980 -7%
Ameriprise
3
Ameriprise
Minnesota
$3.48M +$303K +17,631 +9%
Morgan Stanley
4
Morgan Stanley
New York
$2.99M +$142K +8,290 +5%
RCM
5
Rivernorth Capital Management
Florida
$2.53M +$705K +41,072 +38%
VanEck Associates
6
VanEck Associates
New York
$1.63M +$26.4K +1,537 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.47M +$234K +13,628 +19%
GC
8
Guggenheim Capital
Illinois
$1.07M -$538K -31,367 -33%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.04M +$433K +25,238 +70%
KAS
10
Kestra Advisory Services
Texas
$1.03M +$58.1K +3,386 +6%
TIM
11
Tortoise Investment Management
New York
$1.02M +$560K +32,614 +118%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$990K +$21.8K +1,271 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$960K +$59.5K +3,466 +7%
WAM
14
Wakefield Asset Management
Colorado
$942K -$3.16K -184 -0.3%
PAS
15
Park Avenue Securities
New York
$941K +$58K +3,380 +7%
Bank of America
16
Bank of America
North Carolina
$853K -$77.4K -4,511 -8%
LPL Financial
17
LPL Financial
California
$789K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$695K -$10.8K -631 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$602K +$29.3K +1,707 +5%
RIA
20
Realta Investment Advisors
Delaware
$416K
UBS Group
21
UBS Group
Switzerland
$361K -$170K -9,910 -32%
WAOTB
22
Wealth Advisors of Tampa Bay
Florida
$341K
HCIA
23
Hochman Cole Investment Advisors
Illinois
$330K -$517K -30,154 -61%
Truist Financial
24
Truist Financial
North Carolina
$324K -$17.2K -1,000 -5%
DC
25
Davenport & Co
Virginia
$293K -$10.3K -600 -3%

NUW Hedge Fund Activity: Q3 2021 in Review

50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2021, worth a combined $49.5M — down 0.17% from $49.6M a quarter earlier.

Fund positioning in NUW was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $705K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $550K sold.

  • 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $49.5M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2021, down 0.17% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2021 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2021 was Rivernorth Capital Management, an estimated $705K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2021 was Sit Investment Associates, an estimated $550K sold.

Based on aggregated 13F filings for Q3 2021.