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Nuveen AMT-Free Municipal Credit Income Fund

243 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 39

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 10.81%10.8% (-0.01%)

4% less capital invested

Capital invested by funds: $414M → $397M (-$17M)

2% less funds holding

Funds holding: 249243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
87
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Bellevue Asset Management
Washington
$17K
DOA
227
D'Orazio & Associates
Virginia
$17K
MHR
228
Matthew Hamilton Rosenberg
$17K
SCA
229
Stonebridge Capital Advisors
Minnesota
$16K -$16.6K -936 -50%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$16K
FMB
231
Field & Main Bank
Kentucky
$15K
AA
232
Ancora Advisors
Ohio
$13K
LS
233
Leelyn Smith
Illinois
$11K
MRCM
234
M&R Capital Management
New Jersey
$10K
BCWM
235
Bartlett & Co Wealth Management
Ohio
$7.49K
BC
236
Bartlett & Co
Ohio
$7K
BWL
237
Bogart Wealth LLC
Virginia
$7K
1IA
238
1834 Investment Advisors
Wisconsin
$6K
CPC
239
Consolidated Planning Corp
Georgia
$5K +$5.19K +292 New
FP
240
Financial Perspectives
Minnesota
$3.34K
AWM
241
Avior Wealth Management
Nebraska
$3K +$36 +2 +0.9%
JCM
242
Jacobi Capital Management
Pennsylvania
$2K
LWM
243
Liberty Wealth Management
California
$2K +$18 +1 +0.8%
WAS
244
Winch Advisory Services
Wisconsin
$1K
RCM
245
Rivernorth Capital Management
Florida
-$5.82M -325,950 Closed
KOMWMG
246
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.06M -171,396 Closed
ARC
247
Advisor Resource Council
Texas
-$374K -20,921 Closed
MOS
248
MGO One Seven
Ohio
-$314K -17,586 Closed
Citigroup
249
Citigroup
New York
-$313K -17,532 Closed
PHIMC
250
Private Harbour Investment Management & Counsel
Ohio
-$278K -15,548 Closed

NVG Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2021, worth a combined $397M — down 4.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVG positions and 18 closed out — a net gain of 3 holders — while 87 added to existing stakes and 39 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.95M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.82M sold.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2021, down from 249 in Q2 2021.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2021 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.95M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2021.