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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

60 hedge funds and large institutions have $648M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$555M
2
1CP
2
1607 Capital Partners
Virginia
$17M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.1M
4
LPL Financial
4
LPL Financial
California
$2.12M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$730K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$6.08M
2
GC
2
Guggenheim Capital
Illinois
$3.77M
3
Wells Fargo
3
Wells Fargo
California
$1.04M
4
TIM
4
Tortoise Investment Management
New York
$13.4M
5
SA
5
SFI Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$555M 40,874 +8,278 +25%
1CP
2
1607 Capital Partners
Virginia
$17M 1,254,393 +274,422 +28%
TIM
3
Tortoise Investment Management
New York
$13.4M 984,288 -38,747 -4%
Morgan Stanley
4
Morgan Stanley
New York
$10.1M 741,579 +165,749 +29%
RCM
5
Rivernorth Capital Management
Florida
$6.91M 508,877 – –
KIM
6
Karpus Investment Management
New York
$6.08M 447,885 -424,365 -49%
UBS Group
7
UBS Group
Switzerland
$4.2M 309,340 +5,643 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$3.94M 290,225 +290,225 New
GC
9
Guggenheim Capital
Illinois
$3.77M 277,302 -121,990 -31%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.45M 254,044 +732 +0.3%
Bank of America
11
Bank of America
North Carolina
$2.65M 195,096 -2,657 -1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.48M 182,902 +20,973 +13%
LPL Financial
13
LPL Financial
California
$2.12M 156,096 +59,385 +61%
VanEck Associates
14
VanEck Associates
New York
$1.85M 136,207 +6,238 +5%
AIM
15
AHL Investment Management
Florida
$1.42M 104,504 -3,701 -3%
Wells Fargo
16
Wells Fargo
California
$1.04M 76,894 -68,427 -47%
WAM
17
Wolverine Asset Management
Illinois
$889K 65,449 +3,359 +5%
SA
18
Sanctuary Advisors
Indiana
$881K 64,132 +4,992 +8%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$730K 53,772 +53,772 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$728K 53,616 -127 -0.2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$664K 48,883 +7,461 +18%
KAS
22
Kestra Advisory Services
Texas
$604K 44,483 +76 +0.2%
AFS
23
Access Financial Services
Minnesota
$581K 42,760 +23,750 +125%
DAS
24
Dynamic Advisor Solutions
Arizona
$554K 40,772 +40,772 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$490K 36,114 -3,029 -8%
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