Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN MUN VALUE FD INC (NUV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — NUV

Based on 223 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NUV 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
223 hedge funds hold NUV 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NUV is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

111 buying61 selling
Last quarter: 111 funds were net buyers (29 opened a brand new position + 82 added to an existing one). Only 61 were sellers (41 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 22 → 25 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
140 out of 223 hedge funds have held NUV 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.
📈

Growing discovery — still being found

42 → 25 → 22 → 25 → 29 new funds/Q
New funds entering each quarter: 25 → 22 → 25 → 29. A growing number of institutions are discovering NUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Of 223 current holders: 141 (63%) 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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
13 of 223 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in NUV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: NUV

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

Market Analysis: NUV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NUV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: NUV
2026 Q1 Stats Unlock in 12 days 223 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 223 214 4.21%
13F Shares 45M 46M -1.98%
Total Value $413M $412M 0.15%
New Positions 29 25 +4
Increased Positions 82 69 +13
Closed Positions 20 24 -4
Reduced Positions 41 56 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NUV

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

223 + investors

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

Top 25 institutional holders of NUV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Congress Park Capital LLC 1.64% 594,132 $5.3M
2 Blake Schutter Theil Wealth Advisors, LLC 1.09% 148,378 $1.3M
3 Orca Wealth Management, LLC 0.98% 153,108 $1.4M
4 Broyhill Asset Management, LLC 0.87% 105,310 $947K
5 Cresta Advisors, Ltd. 0.67% 180,840 $1.6M
6 ACCREDITED INVESTOR SERVICES, LLC 0.66% 115,028 $1.0M
7 ROMAN BUTLER FULLERTON & CO 0.64% 251,547 $2.3M
8 EHRLICH FINANCIAL GROUP 0.59% 114,669 $1.0M
9 Mathes Company, Inc. 0.48% 145,000 $1K
10 Tandem Financial, LLC 0.40% 139,794 $1.3M
11 HARMONY ASSET MANAGEMENT LLC 0.35% 128,200 $1.2M
12 Steadtrust LLC 0.34% 66,000 $593K
13 SEAMOUNT FINANCIAL GROUP INC 0.29% 70,782 $636K
14 High Net Worth Advisory Group LLC 0.26% 123,000 $1.1M
15 BAR HARBOR WEALTH MANAGEMENT 0.25% 468,825 $4.2M
16 Citizens National Bank Trust Department 0.20% 136,095 $1.2M
17 Karras Company, Inc. 0.19% 21,100 $190K
18 Whitaker-Myers Wealth Managers, LTD. 0.19% 106,023 $953K
19 Breakwater Capital Group 0.19% 156,270 $1.4M
20 PURSUIT WEALTH STRATEGIES, LLC 0.19% 14,675 $133K
21 Fortitude Advisory Group L.L.C. 0.18% 43,368 $390K
22 BAYBAN 0.17% 22,100 $199K
23 MELFA WEALTH MANAGEMENT, INC. 0.17% 32,855 $295K
24 Pathway Financial Advisers, LLC 0.15% 59,837 $538K
25 Chicago Partners Investment Group LLC 0.14% 683,151 $6.2M
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 MUN VALUE FD INC (NUV)

What does the Smart Money Trend signal show for NUV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NUV 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 NUV?

More buyers than sellers — 65% buying: Last quarter: 111 funds were net buyers (29 opened a brand new position + 82 added to an existing one). Only 61 were sellers (41 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NUV holders?

Elite ownership — 40% AUM from top-100 funds: 13 of 223 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in NUV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NUV?

63% of holders stayed for 2+ years: 140 out of 223 hedge funds have held NUV 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.

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.