Nuveen AMT-Free Municipal Value Fund
NUW
47 hedge funds and large institutions have $62.2M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
9% more funds holding
Funds holding: 43 → 47 (+4)
1.68% more ownership
Funds ownership: 24.72% → 26.4% (+1.7%)
1% less capital invested
Capital invested by funds: $62.8M → $62.2M (-$572K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.53M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.46M |
| 3 |
Morgan Stanley
New York
|
+$1.04M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$511K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$543K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$383K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$243K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$143K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$76.6K |
NUW Hedge Fund Activity: Q3 2022 in Review
47 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2022, worth a combined $62.2M — down 0.91% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.53M. The largest seller was Ameriprise, cutting an estimated $543K.
- 47 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2022, up from 43 in Q2 2022.
- Funds reported $62.2M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2022, down 0.91% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $1.53M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2022 was Ameriprise, an estimated $543K sold.
Based on aggregated 13F filings for Q3 2022.