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Nuveen AMT-Free Municipal Credit Income Fund

243 hedge funds and large institutions have $436M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $384M → $436M (+$51.8M)

1.92% more ownership

Funds ownership: 15.53%17.46% (+1.9%)

3% less funds holding

Funds holding: 250243 (-7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
88
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NBT
226
Northwest Bank & Trust
Iowa
$11.4K +$11.3K +974 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$10.7K
FMB
228
Field & Main Bank
Kentucky
$10.1K
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$9.01K
CBT
230
CoreFirst Bank & Trust
Kansas
$7.2K -$7.15K -615 -50%
MRCM
231
M&R Capital Management
New Jersey
$7.07K
MTIC
232
Missouri Trust & Investment Company
Missouri
$6.75K +$6.71K +577 New
JP Morgan Chase
233
JP Morgan Chase
New York
$5.23K -$619K -53,272 -99%
GRP
234
Global Retirement Partners
California
$3.18K +$12 +1 +0.4%
CP
235
Castleview Partners
Texas
$3.13K +$35 +3 +1%
AWM
236
Avior Wealth Management
Nebraska
$2.97K +$23 +2 +0.8%
FP
237
Financial Perspectives
Minnesota
$2.28K
AWM
238
Ameliora Wealth Management
Switzerland
$1.17K
HFS
239
Hantz Financial Services
Michigan
$1K +$12 +1 +1%
CFO
240
CVA Family Office
Colorado
$491
RWPA
241
Richard W. Paul & Associates
Michigan
$23
Fidelity Investments
242
Fidelity Investments
Massachusetts
$13 +$12 +1 New
FAIM
243
Financial Advocates Investment Management
Washington
-$1.29M -109,342 Closed
BAM
244
Belpointe Asset Management
Nevada
-$413K -35,081 Closed
AA
245
Apriem Advisors
California
-$365K -30,991 Closed
OFG
246
OTA Financial Group
New York
-$289K -24,574 Closed
IWM
247
IHT Wealth Management
Illinois
-$264K -22,403 Closed
RBFC
248
Roman Butler Fullerton & Co
Missouri
-$221K -18,997 Closed
AFC
249
AFT Forsyth & Company
Florida
-$223K -18,965 Closed
PWP
250
Perfromance Wealth Partners
Illinois
-$214K -18,147 Closed

NVG Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2023, worth a combined $436M — up 13% from $384M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NVG and 23 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 88 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $17.9M. The largest seller was Guggenheim Capital, cutting an estimated $7.97M.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $436M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2023 and 27 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $17.9M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2023.