We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund
NVG

249 hedge funds and large institutions have $414M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

3% more funds holding

Funds holding: 242 → 249 (+7)

4% more capital invested

Capital invested by funds: $397M → $414M (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.15% less ownership

Funds ownership: 10.96% → 10.81% (-0.15%)

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
73
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.16M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.43M
3
VanEck Associates
VanEck Associates
New York
+$1.36M
4
PAG
Private Advisor Group
New Jersey
+$1.22M
5
LA
LexAurum Advisors
Kansas
+$799K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.74M
2
RCM
Rivernorth Capital Management
Florida
-$3.72M
3
UBS Group
UBS Group
Switzerland
-$3.08M
4
WTB
Washington Trust Bank
Washington
-$2.42M
5
CC
Claybrook Capital
Massachusetts
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$25K – – –
MCM
227
MV Capital Management
Maryland
$23K +$22.6K +1,300 New
SIS
228
Sound Income Strategies
Florida
$20K – – –
DOA
229
D'Orazio & Associates
Virginia
$18K – – –
BAM
230
Bellevue Asset Management
Washington
$17K – – –
MHR
231
Matthew Hamilton Rosenberg
$17K – – –
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
FMB
233
Field & Main Bank
Kentucky
$15K – – –
AA
234
Ancora Advisors
Ohio
$14K – – –
ANBT
235
American National Bank & Trust
Texas
$12K – – –
LS
236
Leelyn Smith
Illinois
$12K – – –
PWP
237
Personal Wealth Partners
Minnesota
$12K +$11.8K +678 New
MRCM
238
M&R Capital Management
New Jersey
$10K – – –
BC
239
Bartlett & Co
Ohio
$8K – – –
BWL
240
Bogart Wealth LLC
Virginia
$8K – – –
BCWM
241
Bartlett & Co Wealth Management
Ohio
$7.8K – – –
1IA
242
1834 Investment Advisors
Wisconsin
$6K – – –
AWM
243
Avior Wealth Management
Nebraska
$4K +$52 +3 +1%
FP
244
Financial Perspectives
Minnesota
$3.48K -$53.8K -3,101 -94%
JCM
245
Jacobi Capital Management
Pennsylvania
$3K – – –
PAM
246
Panagora Asset Management
Massachusetts
$2K -$2.83K -163 -56%
LWM
247
Liberty Wealth Management
California
$2K +$35 +2 +2%
TWA
248
TCI Wealth Advisors
Arizona
$2K +$1.67K +96 New
CFO
249
CVA Family Office
Colorado
$1K – – –
WAS
250
Winch Advisory Services
Wisconsin
$1K +$17 +1 +3%
7 8 9
10
11

NVG Hedge Fund Activity: Q2 2021 in Review

249 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2021, worth a combined $414M — up 4.2% from $397M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVG positions and 19 closed out — a net gain of 8 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.16M. The largest seller was Morgan Stanley, cutting an estimated $5.74M.

  • 249 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $414M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2021 and 19 closed out, a net change of +8 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $5.16M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2021 was Morgan Stanley, an estimated $5.74M sold.

Based on aggregated 13F filings for Q2 2021.