Nuveen AMT-Free Municipal Value Fund
NUW
47 hedge funds and large institutions have $90.2M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
1.7% less ownership
Funds ownership: 38.92% → 37.21% (-1.7%)
5% less capital invested
Capital invested by funds: $95.3M → $90.2M (-$5.04M)
10% less funds holding
Funds holding: 52 → 47 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.55M |
| 2 |
AIM
AHL Investment Management
Winter Park,
Florida
|
+$1.06M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$767K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$598K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$7.07M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$966K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$272K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$231K |
| 5 |
VanEck Associates
New York
|
-$225K |
NUW Hedge Fund Activity: Q1 2024 in Review
47 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2024, worth a combined $90.2M — down 5.3% from $95.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NUW and 1 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 19 added.
The largest buyer was Tortoise Investment Management, adding an estimated $2.55M. The largest seller was 1607 Capital Partners, cutting an estimated $7.07M.
- 47 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2024, down from 52 in Q4 2023.
- Funds reported $90.2M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2024, down 5.3% quarter-over-quarter.
- 1 fund opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2024 and 6 closed out, a net change of -5 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2024 was Tortoise Investment Management, an estimated $2.55M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $7.07M sold.
Based on aggregated 13F filings for Q1 2024.