NUW icon

Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

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.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
19
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Tortoise Investment Management
New York
$13.6M
2
AIM
2
AHL Investment Management
Florida
$1.27M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.39M
4
Bank of America
4
Bank of America
North Carolina
$2.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$421K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.32M
2
1CP
2
1607 Capital Partners
Virginia
$13.7M
3
KIM
3
Karpus Investment Management
New York
$13.6M
4
ACA
4
Ackerman Capital Advisors
Texas
$225K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$13.7M 1,018,417 -515,280 -34%
TIM
2
Tortoise Investment Management
New York
$13.6M 1,007,470 +186,160 +23%
KIM
3
Karpus Investment Management
New York
$13.6M 1,005,602 -70,465 -7%
Morgan Stanley
4
Morgan Stanley
New York
$7.32M 542,478 -544,628 -50%
RCM
5
Rivernorth Capital Management
Florida
$6.91M 512,053 -3,062 -0.6%
GC
6
Guggenheim Capital
Illinois
$5.99M 444,074 -7,675 -2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$5.24M 388,101 -6,167 -2%
UBS Group
8
UBS Group
Switzerland
$2.95M 218,778 -3,550 -2%
Bank of America
9
Bank of America
North Carolina
$2.58M 190,985 +43,609 +30%
Wells Fargo
10
Wells Fargo
California
$2.3M 170,737 +2,196 +1%
VanEck Associates
11
VanEck Associates
New York
$1.56M 115,446 -16,407 -12%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$1.39M 102,953 +55,942 +119%
AIM
13
AHL Investment Management
Florida
$1.27M 93,916 +77,615 +476%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.22M 90,259 -1,756 -2%
RJA
15
Raymond James & Associates
Florida
$1.2M 88,979 +15,356 +21%
LPL Financial
16
LPL Financial
California
$1.1M 81,474 -3,002 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$769K 56,975 +182 +0.3%
LCM
18
Landscape Capital Management
New Jersey
$603K 44,701 -2,412 -5%
KAS
19
Kestra Advisory Services
Texas
$598K 44,318 +26 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$523K 38,724 +210 +0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$520K 38,553 +7,360 +24%
WAM
22
Wolverine Asset Management
Illinois
$476K 35,234 +5,096 +17%
MWM
23
Melfa Wealth Management
Massachusetts
$472K 34,965 +5 +0%
PWM
24
Palumbo Wealth Management
New York
$426K 31,562 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$421K 31,184 +18,589 +148%
1
2 3