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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
SCA
251
Stonebridge Capital Advisors
Minnesota
$17K – – –
FMB
252
Field & Main Bank
Kentucky
$16K – – –
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$16K – – –
AA
254
Ancora Advisors
Ohio
$14K – – –
AHIA
255
Andrew Hill Investment Advisors
Florida
$14K +$14K +800 New
LS
256
Leelyn Smith
Illinois
$12K – – –
MRCM
257
M&R Capital Management
New Jersey
$10K – – –
BWL
258
Bogart Wealth LLC
Virginia
$8K – – –
1IA
259
1834 Investment Advisors
Wisconsin
$6K – – –
SFM
260
Signet Financial Management
New Jersey
$6K +$6.1K +350 New
AWM
261
Avior Wealth Management
Nebraska
$4K +$70 +4 +2%
FP
262
Financial Perspectives
Minnesota
$3.5K – – –
WAS
263
Winch Advisory Services
Wisconsin
$1K +$17 +1 +3%
CFO
264
CVA Family Office
Colorado
$1K +$732 +42 New
FFG
265
Ford Financial Group
California
$89 +$87.2K +5,000 New
JP Morgan Chase
266
JP Morgan Chase
New York
– -$1.48M -86,027 Closed
ACA
267
Ackerman Capital Advisors
Texas
– -$391K -22,782 Closed
VF
268
Virtu Financial
New York
– -$223K -13,002 Closed
DA
269
DCM Advisors
New York
– -$223K -13,000 Closed
WP
270
WealthSource Partners
California
– -$204K -11,868 Closed
OC
271
Oarsman Capital
Wisconsin
– -$184K -10,725 Closed
HA
272
Herold Advisors
New York
– -$89K -5,195 Closed
WCMNY
273
Westchester Capital Management (New York)
New York
– -$51K -2,946 Closed
AIA
274
Arcadia Investment Advisors
Idaho
– -$42.8K -2,496 Closed
FHA
275
First Horizon Advisors
Tennessee
– -$38K -2,227 Closed
8 9 10
11
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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.