Nuveen AMT-Free Municipal Value Fund
NUW
43 hedge funds and large institutions have $62.8M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 10 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
16% more capital invested
Capital invested by funds: $54.1M → $62.8M (+$8.67M)
4.29% more ownership
Funds ownership: 20.42% → 24.72% (+4.3%)
7% less funds holding
Funds holding: 46 → 43 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.86M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.91M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.78M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.61M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.56M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$972K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$940K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$384K |
| 5 |
VanEck Associates
New York
|
-$196K |
NUW Hedge Fund Activity: Q2 2022 in Review
43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2022, worth a combined $62.8M — up 16% from $54.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUW and 7 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Morgan Stanley, adding an estimated $4.86M. The largest seller was Ameriprise, cutting an estimated $2.56M.
- 43 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2022, down from 46 in Q1 2022.
- Funds reported $62.8M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2022, up 16% quarter-over-quarter.
- 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2022 and 10 closed out, a net change of -3 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2022 was Morgan Stanley, an estimated $4.86M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2022 was Ameriprise, an estimated $2.56M sold.
Based on aggregated 13F filings for Q2 2022.