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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

40 hedge funds and large institutions have $79.4M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.5M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.15M
3
Bank of America
3
Bank of America
North Carolina
$2.15M
4
TIM
4
Tortoise Investment Management
New York
$6.08M
5
UBS Group
5
UBS Group
Switzerland
$1.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.1M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
AIM
3
AHL Investment Management
Florida
$639K
4
MIG
4
Mariner Investment Group
New York
$0
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$20M 1,450,973 +218 +0%
KIM
2
Karpus Investment Management
New York
$15.4M 1,116,627 -8,533 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M 731,406 -137,062 -16%
TIM
4
Tortoise Investment Management
New York
$6.08M 441,420 +60,329 +16%
RCM
5
Rivernorth Capital Management
Florida
$4.16M 302,062 +708 +0.2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.15M 300,991 +95,874 +47%
GC
7
Guggenheim Capital
Illinois
$3.5M 254,139 +99,636 +64%
Wells Fargo
8
Wells Fargo
California
$2.43M 176,359 +467 +0.3%
Bank of America
9
Bank of America
North Carolina
$2.15M 155,997 +69,102 +80%
UBS Group
10
UBS Group
Switzerland
$1.55M 112,260 +58,361 +108%
VanEck Associates
11
VanEck Associates
New York
$1.27M 92,532 -2,689 -3%
WAM
12
Wakefield Asset Management
Colorado
$978K 71,022 +2,174 +3%
Ameriprise
13
Ameriprise
Minnesota
$691K 50,213 -2,300 -4%
AIM
14
AHL Investment Management
Florida
$639K 46,372 -36,547 -44%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$618K 44,881 +350 +0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$593K 43,066 -1,012 -2%
MFG
17
Midwest Financial Group
Kansas
$545K 39,610 +39,610 New
MWM
18
Melfa Wealth Management
Massachusetts
$480K 34,833 -897 -3%
HighTower Advisors
19
HighTower Advisors
Illinois
$474K 34,377 +6,370 +23%
KAS
20
Kestra Advisory Services
Texas
$462K 33,550 +22 +0.1%
LPL Financial
21
LPL Financial
California
$427K 31,022 -2,399 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$371K 26,971 +17 +0.1%
AWS
23
Atria Wealth Solutions
New York
$358K 25,955 – –
RIA
24
Realta Investment Advisors
Delaware
$348K 25,267 -1,710 -6%
AFS
25
Access Financial Services
Minnesota
$341K 24,731 -6,201 -20%
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