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Nuveen AMT-Free Municipal Credit Income Fund
NVG

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: 245 → 242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.32M
2
Truist Financial
Truist Financial
North Carolina
+$1.23M
3
COLIM
City of London Investment Management
United Kingdom
+$1.17M
4
VanEck Associates
VanEck Associates
New York
+$803K
5
Osaic Holdings
Osaic Holdings
Arizona
+$734K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.7M
2
Wells Fargo
Wells Fargo
California
-$4.96M
3
KAS
Kestra Advisory Services
Texas
-$3.85M
4
UBS Group
UBS Group
Switzerland
-$3.35M
5
N
Natixis
France
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
251
Magnolia Capital Advisors
Mississippi
– -$279K -16,642 Closed
TSS
252
Two Sigma Securities
New York
– -$199K -11,871 Closed
BCA
253
Bay Colony Advisors
Massachusetts
– -$198K -11,797 Closed
DAS
254
Dynamic Advisor Solutions
Arizona
– -$188K -11,191 Closed
GWS
255
Glassman Wealth Services
Virginia
– -$184K -10,961 Closed
BRWM
256
B. Riley Wealth Management
Tennessee
– -$171K -10,220 Closed
JIR
257
James Investment Research
Ohio
– -$171K -10,206 Closed
PWM
258
Perigon Wealth Management
California
– -$124K -7,366 Closed
FPCG
259
Fort Pitt Capital Group
Pennsylvania
– -$69K -4,107 Closed
BCA
260
Berman Capital Advisors
Georgia
– -$32K -1,925 Closed
PWPS
261
Pinnacle Wealth Planning Services
Ohio
– -$20K -1,208 Closed
SIAG
262
Safeguard Investment Advisory Group
California
– -$20K -1,207 Closed
FCH
263
Freestone Capital Holdings
Washington
– -$16.8K -1,000 Closed
IA
264
Inspire Advisors
Idaho
– -$9K -515 Closed
FF
265
FourThought Financial
Florida
– -$6K -409 Closed
7 8 9 10
11

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.