We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund

242 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.32% less ownership

Funds ownership: 11.29%10.96% (-0.32%)

2% less capital invested

Capital invested by funds: $405M → $397M (-$7.83M)

1% less funds holding

Funds holding: 245242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
86
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Stonebridge Capital Advisors
Minnesota
$16K +$15.6K +936 New
FMB
227
Field & Main Bank
Kentucky
$15K
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$15K
AA
229
Ancora Advisors
Ohio
$13K
ANBT
230
American National Bank & Trust
Texas
$11K -$11.2K -671 -50%
LS
231
Leelyn Smith
Illinois
$11K
MRCM
232
M&R Capital Management
New Jersey
$10K
BCWM
233
Bartlett & Co Wealth Management
Ohio
$7.38K
BC
234
Bartlett & Co
Ohio
$7K
BWL
235
Bogart Wealth LLC
Virginia
$7K
1IA
236
1834 Investment Advisors
Wisconsin
$6K
PAM
237
Panagora Asset Management
Massachusetts
$5K +$601 +36 +14%
HFS
238
Hantz Financial Services
Michigan
$4K +$4.07K +244 New
AWM
239
Avior Wealth Management
Nebraska
$3K +$33 +2 +0.9%
JCM
240
Jacobi Capital Management
Pennsylvania
$2K
LWM
241
Liberty Wealth Management
California
$1K
WAS
242
Winch Advisory Services
Wisconsin
$1K
CFO
243
CVA Family Office
Colorado
$1K +$351 +21 +100%
MIG
244
Mariner Investment Group
New York
-$1.85M -110,000 Closed
BWA
245
BDO Wealth Advisors
Florida
-$784K -46,712 Closed
CCFM
246
Clear Creek Financial Management
Washington
-$449K -26,808 Closed
NL
247
NWAM LLC
Washington
-$437K -26,059 Closed
Fisher Asset Management
248
Fisher Asset Management
Washington
-$385K -22,944 Closed
M&T Bank
249
M&T Bank
New York
-$333K -19,863 Closed
PCS
250
Personal CFO Solutions
New Jersey
-$328K -19,552 Closed

NVG Hedge Fund Activity: Q1 2021 in Review

242 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2021, worth a combined $397M — down 1.9% from $405M a quarter earlier.

Fund positioning in NVG was balanced in Q1 2021: 23 funds opened new positions, 23 closed out, 86 added to existing stakes and 52 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.32M. The largest seller was Morgan Stanley, cutting an estimated $6.7M.

  • 242 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2021, down from 245 in Q4 2020.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2021, down 1.9% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2021 and 23 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $3.32M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.