Nuveen AMT-Free Municipal Value Fund
NUW
43 hedge funds and large institutions have $84.6M 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, 16 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $79.9M → $84.6M (+$4.73M)
5% more funds holding
Funds holding: 41 → 43 (+2)
2.01% more ownership
Funds ownership: 32.29% → 34.3% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.5M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.19M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$628K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.18M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$444K |
| 3 |
AIM
AHL Investment Management
Winter Park,
Florida
|
-$276K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$262K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$186K |
NUW Hedge Fund Activity: Q2 2023 in Review
43 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2023, worth a combined $84.6M — up 5.9% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUW positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $1.18M.
- 43 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2023, up from 41 in Q1 2023.
- Funds reported $84.6M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2023, up 5.9% quarter-over-quarter.
- 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2023 was Tortoise Investment Management, an estimated $2.5M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2023.