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Nuveen AMT-Free Municipal Credit Income Fund

239 hedge funds and large institutions have $289M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 11.5%11.58% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 254239 (-15)

10% less capital invested

Capital invested by funds: $322M → $289M (-$32.7M)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
64
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.12M -$55.7K -4,090 -2%
CIA
27
Capital Investment Advisors
Georgia
$2.09M +$40.3K +2,956 +2%
CA
28
CoreCap Advisors
Michigan
$2.03M +$186K +13,671 +9%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.97M -$409K -30,050 -15%
PAG
30
Private Advisor Group
New Jersey
$1.93M -$16K -1,176 -0.7%
KAS
31
Kestra Advisory Services
Texas
$1.88M +$68.3K +5,016 +3%
CC
32
Claybrook Capital
Massachusetts
$1.87M
Cohen & Steers
33
Cohen & Steers
New York
$1.87M -$331K -24,312 -13%
Creative Planning
34
Creative Planning
Kansas
$1.85M -$56.9K -4,176 -3%
RCG
35
Regatta Capital Group
California
$1.83M +$1.36M +99,880 +249%
HCC
36
Hirtle Callaghan & Co
Pennsylvania
$1.75M
BF
37
BOK Financial
Oklahoma
$1.7M -$61.5K -4,512 -3%
PA
38
Pinnacle Associates
New York
$1.64M -$179K -13,131 -9%
SPIA
39
Steward Partners Investment Advisory
New York
$1.57M +$1.15M +84,110 +168%
Invesco
40
Invesco
Georgia
$1.44M -$647K -47,470 -28%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$1.27M +$425K +31,182 +40%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.25M
SCM
43
Sterneck Capital Management
Missouri
$1.23M +$240K +17,625 +20%
CAN
44
Cetera Advisor Networks
California
$1.22M +$565K +41,484 +66%
FAIM
45
Financial Advocates Investment Management
Washington
$1.16M -$9.51K -698 -0.7%
CT
46
Caldwell Trust
Florida
$1.13M -$357K -26,225 -21%
IA
47
IFP Advisors
Florida
$1.09M
GC
48
Gould Capital
Washington
$1.04M +$21.2K +1,554 +2%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$998K -$700K -51,402 -38%
TCBWMS
50
Texas Capital Bank Wealth Management Services
Texas
$939K -$544K -39,960 -33%

NVG Hedge Fund Activity: Q3 2022 in Review

239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2022, worth a combined $289M — down 10% from $322M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NVG and 20 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 64 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.83M. The largest seller was Wells Fargo, cutting an estimated $1.08M.

  • 239 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2022, down from 254 in Q2 2022.
  • Funds reported $289M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2022 and 31 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2022 was Penserra Capital Management, an estimated $2.83M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2022 was Wells Fargo, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.