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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

42 hedge funds and large institutions have $84.4M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$8.55M
2
GC
2
Guggenheim Capital
Illinois
$5.67M
3
UBS Group
3
UBS Group
Switzerland
$2.65M
4
RCM
4
Rivernorth Capital Management
Florida
$4.77M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.87M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$174K
3
AIM
3
AHL Investment Management
Florida
$362K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
Bank of America
5
Bank of America
North Carolina
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$20M 1,456,173 +5,200 +0.4%
KIM
2
Karpus Investment Management
New York
$15.2M 1,106,633 -9,994 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$8.87M 645,831 -85,575 -12%
TIM
4
Tortoise Investment Management
New York
$8.55M 622,579 +181,159 +41%
GC
5
Guggenheim Capital
Illinois
$5.67M 413,279 +159,140 +63%
RCM
6
Rivernorth Capital Management
Florida
$4.77M 347,678 +45,616 +15%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.64M 337,735 +36,744 +12%
UBS Group
8
UBS Group
Switzerland
$2.65M 192,762 +80,502 +72%
Wells Fargo
9
Wells Fargo
California
$2.27M 165,629 -10,730 -6%
Bank of America
10
Bank of America
North Carolina
$1.96M 142,494 -13,503 -9%
VanEck Associates
11
VanEck Associates
New York
$1.31M 95,031 +2,499 +3%
WAM
12
Wakefield Asset Management
Colorado
$1.02M 74,456 +3,434 +5%
Ameriprise
13
Ameriprise
Minnesota
$672K 48,962 -1,251 -2%
LPL Financial
14
LPL Financial
California
$666K 48,523 +17,501 +56%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$622K 45,292 +2,226 +5%
KAS
16
Kestra Advisory Services
Texas
$607K 44,205 +10,655 +32%
MFG
17
Midwest Financial Group
Kansas
$554K 40,325 +715 +2%
MWM
18
Melfa Wealth Management
Massachusetts
$479K 34,855 +22 +0.1%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$378K 27,557 +27,557 New
HighTower Advisors
20
HighTower Advisors
Illinois
$364K 26,486 -7,891 -23%
AIM
21
AHL Investment Management
Florida
$362K 26,359 -20,013 -43%
AWS
22
Atria Wealth Solutions
New York
$357K 25,955 – –
RIA
23
Realta Investment Advisors
Delaware
$347K 25,275 +8 +0%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$319K 23,231 -3,740 -14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$307K 22,325 -2,188 -9%
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