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Nuveen AMT-Free Municipal Value Fund

52 hedge funds and large institutions have $103M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
23
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$20.9M 1,533,697 +49,500 +3%
Morgan Stanley
2
Morgan Stanley
New York
$14.8M 1,087,106 +601,000 +124%
KIM
3
Karpus Investment Management
New York
$14.7M 1,076,067 -6,889 -0.6%
TIM
4
Tortoise Investment Management
New York
$11.2M 821,310 +108,921 +15%
RCM
5
Rivernorth Capital Management
Florida
$7.02M 515,115 +103,665 +25%
GC
6
Guggenheim Capital
Illinois
$6.16M 451,749 -12,941 -3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$5.37M 394,268 +13,926 +4%
UBS Group
8
UBS Group
Switzerland
$3.03M 222,328 +12,459 +6%
Wells Fargo
9
Wells Fargo
California
$2.3M 168,541 +8,921 +6%
Bank of America
10
Bank of America
North Carolina
$2.01M 147,376 -80,833 -35%
VanEck Associates
11
VanEck Associates
New York
$1.8M 131,853 +18,491 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.25M 92,015 +19,366 +27%
LPL Financial
13
LPL Financial
California
$1.15M 84,476 +12,842 +18%
RJA
14
Raymond James & Associates
Florida
$1M 73,623 +5,426 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$774K 56,793 +43,241 +319%
LCM
16
Landscape Capital Management
New Jersey
$642K 47,113 +47,113 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$641K 47,011 +47,011 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$630K 46,247 +18,677 +68%
KAS
19
Kestra Advisory Services
Texas
$604K 44,292 +51 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$525K 38,514 +20,004 +108%
ACA
21
Ackerman Capital Advisors
Texas
$498K 36,502 +36,502 New
MWM
22
Melfa Wealth Management
Massachusetts
$477K 34,960 +47 +0.1%
PWM
23
Palumbo Wealth Management
New York
$430K 31,562 +31,562 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$425K 31,193 +9,381 +43%
WAM
25
Wolverine Asset Management
Illinois
$411K 30,138 +30,138 New