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Nuveen AMT-Free Municipal Credit Income Fund

245 hedge funds and large institutions have $405M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 18

48% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 50

11% more funds holding

Funds holding: 220245 (+25)

4% more capital invested

Capital invested by funds: $391M → $405M (+$14.3M)

0.37% less ownership

Funds ownership: 11.66%11.29% (-0.37%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
245
Holders Change
+25
Holders Change %
+11.36%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
43
Increased
74
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$13K
LS
227
Leelyn Smith
Illinois
$11K
MRCM
228
M&R Capital Management
New Jersey
$10K
IA
229
Inspire Advisors
Idaho
$9K +$8.29K +515 New
BCWM
230
Bartlett & Co Wealth Management
Ohio
$7.3K
BC
231
Bartlett & Co
Ohio
$7K
CB
232
Community Bank
New York
$7K
BWL
233
Bogart Wealth LLC
Virginia
$7K +$6.97K +433 New
1IA
234
1834 Investment Advisors
Wisconsin
$6K
FF
235
FourThought Financial
Florida
$6K +$6.58K +409 New
PAM
236
Panagora Asset Management
Massachusetts
$4K -$19.9K -1,233 -83%
FP
237
Financial Perspectives
Minnesota
$3.27K
AWM
238
Avior Wealth Management
Nebraska
$3K +$80 +5 +2%
JCM
239
Jacobi Capital Management
Pennsylvania
$2K
WEC
240
Winslow Evans & Crocker
Massachusetts
$1K
WAS
241
Winch Advisory Services
Wisconsin
$1K +$16 +1 +3%
LWM
242
Liberty Wealth Management
California
$1K +$48 +3 +3%
CBTWT
243
Community Bank & Trust (Waco, Texas)
Texas
$309
RCM
244
Robinson Capital Management
Michigan
-$14.3M -914,825 Closed
PCM
245
PenderFund Capital Management
British Columbia, Canada
-$4.16M -200,000 Closed
PCM
246
Poehling Capital Management
Wisconsin
-$470K -30,000 Closed
RWB
247
RMR Wealth Builders
New Jersey
-$384K -24,550 Closed
CRC
248
Curi RMB Capital
Illinois
-$280K -17,863 Closed
AIP
249
Ahrens Investment Partners
Louisiana
-$221K -14,102 Closed
SFA
250
Sequoia Financial Advisors
Ohio
-$198K -12,675 Closed

NVG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2020, worth a combined $405M — up 3.6% from $391M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 18 closed out — a net gain of 25 holders — while 74 added to existing stakes and 50 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.4M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $14.3M sold.

  • 245 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2020, up from 220 in Q3 2020.
  • Funds reported $405M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2020 and 18 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $4.4M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2020 was Robinson Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2020.