Nuveen AMT-Free Municipal Value Fund
NUW
57 hedge funds and large institutions have $87.5M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 10 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
2.93% less ownership
Funds ownership: 38.37% → 35.43% (-2.9%)
5% less funds holding
Funds holding: 60 → 57 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
87% less capital invested
Capital invested by funds: $648M → $87.5M (-$561M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$787K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$708K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$672K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$488K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$889K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$781K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$658K |
NUW Hedge Fund Activity: Q1 2025 in Review
57 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2025, worth a combined $87.5M — down 87% from $648M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUW and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 18 added.
The largest buyer was Pathstone Holdings, adding an estimated $787K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $6.08M sold.
- 57 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2025, down from 60 in Q4 2024.
- Funds reported $87.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2025, down 87% quarter-over-quarter.
- 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2025 and 10 closed out, a net change of -3 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $787K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2025 was Karpus Investment Management, an estimated $6.08M sold.
Based on aggregated 13F filings for Q1 2025.