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Nuveen AMT-Free Municipal Credit Income Fund
NVG

265 hedge funds and large institutions have $439M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more capital invested

Capital invested by funds: $397M → $439M (+$42.5M)

9% more funds holding

Funds holding: 243 → 265 (+22)

0.69% more ownership

Funds ownership: 10.8% → 11.49% (+0.69%)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
95
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.01M
2
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$2.6M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.48M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.48M
3
STA
Summit Trail Advisors
New York
-$1.29M
4
VanEck Associates
VanEck Associates
New York
-$1.13M
5
KAS
Kestra Advisory Services
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$52K – – –
CHA
227
Carmichael Hill & Associates
Maryland
$50K – – –
CT
228
Cambridge Trust
Massachusetts
$50K +$49K +2,808 New
CBT
229
CoreFirst Bank & Trust
Kansas
$46K -$7.74K -444 -15%
PCG
230
Private Capital Group
Connecticut
$46K – – –
CFD
231
Creative Financial Designs
Indiana
$45K – – –
PFPT
232
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K – – –
SSB
233
Sandy Spring Bank
Maryland
$45K – – –
NL
234
NVWM LLC
Pennsylvania
$38K – – –
EIP
235
Ellis Investment Partners
Pennsylvania
$36K – – –
JMF
236
Johnson Midwest Financial
Iowa
$36K +$593 +34 +2%
HNWAG
237
High Net Worth Advisory Group
Florida
$36K +$34.9K +2,000 New
SCA
238
Snowden Capital Advisors
New York
$36K +$35.5K +2,036 New
AFG
239
Albion Financial Group
Utah
$35K – – –
OF
240
Outfitter Financial
Maine
$35K +$33.6K +1,925 New
JFA
241
JNBA Financial Advisors
Minnesota
$33K – – –
CWS
242
Confluence Wealth Services
Pennsylvania
$29K +$29.1K +1,670 New
TC
243
Truvestments Capital
Florida
$27K – – –
FMP
244
Financial Management Professionals
Texas
$24K +$262 +15 +1%
WT
245
Washington Trust
Rhode Island
$23K – – –
SIS
246
Sound Income Strategies
Florida
$20K – – –
SSC
247
Syverson Strege & Co
Iowa
$20K +$19.4K +1,111 New
CYG
248
Clean Yield Group
Vermont
$19K +$18.7K +1,072 New
BAM
249
Bellevue Asset Management
Washington
$17K – – –
MHR
250
Matthew Hamilton Rosenberg
$17K – – –
8 9
10
11 12

NVG Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2021, worth a combined $439M — up 11% from $397M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 19 closed out — a net gain of 24 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.01M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.48M.

  • 265 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $439M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.01M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2021 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.