Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN AMT-FREE MUN VALUE FD (NUW)

65 + Investors. Track Smart Money conviction in NUW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — NUW

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NUW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold NUW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

33 buying23 selling
Last quarter: 33 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 25% medium ■ 15% new
39 out of 65 hedge funds have held NUW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

8 → 9 → 8 → 10 → 8 new funds/Q
New funds entering each quarter: 9 → 8 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 18% new
Of 65 current holders: 47 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
12 of 65 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NUW

In 2026 Q1, 33 hedge funds were net buyers of NUW (8 opened a new position, 25 added to an existing one), while 23 reduced or exited (18 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in NUW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: NUW

How many hedge funds hold NUW — quarterly history vs. share price
Quarterly hedge fund ownership of NUW vs. share price

Market Analysis: NUW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy NUVEEN AMT-FREE MUN VALUE FD (NUW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NUW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 58d ago
NUW
+2.4%
XLF
+5.0%

NUW outperformed XLF by -2.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
NUW
+1.7%
XLF
+1.5%

Since the filing became public, NUW outperformed XLF by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: NUW
65 + Investors

Track Smart Money conviction in NUW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 65 62 4.84%
13F Shares 6M 6M -0.2%
Total Value $89M $92M -3.82%
New Positions 8 10 -2
Increased Positions 25 20 +5
Closed Positions 5 7 -2
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NUW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of NUW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1607 Capital Partners, LLC 1.12% 1,086,368 $15.6M
2 Tortoise Investment Management, LLC 0.62% 525,107 $7.5M
3 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.30% 419,476 $6.0M
4 MELFA WEALTH MANAGEMENT, INC. 0.27% 32,935 $472K
5 Hickory Point Bank & Trust 0.26% 27,300 $391K
6 Midwest Financial Group LLC 0.26% 42,199 $605K
7 Hennion & Walsh Asset Management, Inc. 0.21% 430,914 $6.2M
8 ACCESS FINANCIAL SERVICES, INC. 0.20% 39,285 $563K
9 Redwood Family Wealth LLC 0.17% 12,300 $176K
10 Creekside Partners 0.12% 20,000 $287K
11 Realta Investment Advisors 0.11% 23,015 $330K
12 Breakwater Capital Group 0.11% 57,371 $822K
13 Fairscale Capital, LLC 0.09% 9,270 $133K
14 Uniting Wealth Partners, LLC 0.09% 29,799 $428K
15 Ackerman Capital Advisors, LLC 0.06% 21,505 $308K
16 Disciplined Investments, LLC 0.05% 10,208 $146K
17 GUGGENHEIM CAPITAL LLC 0.05% 445,917 $6.4M
18 Tyche Wealth Partners LLC 0.05% 21,800 $312K
19 Koshinski Asset Management, Inc. 0.04% 48,690 $698K
20 Smartleaf Asset Management LLC 0.04% 82,366 $1.1M
21 Clean Yield Group 0.03% 6,428 $92K
22 Aviance Capital Partners, LLC 0.02% 13,317 $191K
23 Dynamic Advisor Solutions LLC 0.02% 40,772 $584K
24 Hilltop Holdings Inc. 0.02% 13,282 $190K
25 SAX WEALTH ADVISORS, LLC 0.01% 19,419 $278K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN AMT-FREE MUN VALUE FD (NUW)

What does the Smart Money Trend signal show for NUW?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NUW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NUW?

Slight buying edge — 59% buying: Last quarter: 33 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NUW holders?

Strong quality — 27% AUM from major funds: 12 of 65 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NUW?

60% of holders stayed for 2+ years: 39 out of 65 hedge funds have held NUW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy NUVEEN AMT-FREE MUN VALUE FD (NUW) following the 2026 Q1 hedge fund 13F filings?

As of today, NUW has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLF sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), NUW has gained +2.4% vs +5.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →