Nuveen AMT-Free Municipal Value Fund
NUW
47 hedge funds and large institutions have $77.8M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.
25% more capital invested
Capital invested by funds: $62.2M → $77.8M (+$15.5M)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
5.46% more ownership
Funds ownership: 26.4% → 31.86% (+5.5%)
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$10.1M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.93M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.36M |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.08M |
| 5 |
Morgan Stanley
New York
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.73M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.14M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$468K |
| 4 |
AIM
AHL Investment Management
Winter Park,
Florida
|
-$393K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$342K |
NUW Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2022, worth a combined $77.8M — up 25% from $62.2M a quarter earlier.
Fund positioning in NUW was balanced in Q4 2022: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 15 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $10.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.73M.
- 47 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $77.8M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2022, up 25% quarter-over-quarter.
- 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2022 and 7 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $10.1M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2022.