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Nuveen AMT-Free Municipal Credit Income Fund
NVG

245 hedge funds and large institutions have $526M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.76% less ownership

Funds ownership: 20.53% → 19.76% (-0.76%)

2% less capital invested

Capital invested by funds: $535M → $526M (-$9.41M)

3% less funds holding

Funds holding: 253 → 245 (-8)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
23
Increased
79
Reduced
72
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$18.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.46M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.71M
4
MGAM
McGowan Group Asset Management
Texas
+$1.46M
5
LPL Financial
LPL Financial
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$13.4M
2
SCM
Saba Capital Management
New York
-$10M
3
AA
AQR Arbitrage
Connecticut
-$6.2M
4
LCM
Landscape Capital Management
New Jersey
-$3.8M
5
GAA
Global Assets Advisory
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
26
Kennedy Investment Group
New Jersey
$4.41M +$381K +31,907 +10%
RC
27
Rareview Capital
Nevada
$4.13M -$117K -9,788 -3%
Cohen & Steers
28
Cohen & Steers
New York
$4.11M -$119K -10,000 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.08M +$22K +1,844 +0.6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.62M +$116K +9,696 +3%
NMC
31
Nine Masts Capital
Hong Kong
$3.51M -$1.53M -127,925 -31%
KAS
32
Kestra Advisory Services
Texas
$3.4M +$188K +15,748 +6%
CPC
33
Congress Park Capital
New York
$3.36M +$418K +35,000 +15%
Ameriprise
34
Ameriprise
Minnesota
$3.25M +$274K +22,959 +10%
GP
35
Gridiron Partners
Pennsylvania
$3.23M -$21.7K -1,817 -0.7%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$2.81M +$133K +11,162 +5%
WCMNY
37
Westchester Capital Management (New York)
New York
$2.5M -$226K -18,943 -9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.41M -$72.6K -6,081 -3%
Truist Financial
39
Truist Financial
North Carolina
$2.4M -$71K -5,943 -3%
FPCP
40
Fort Point Capital Partners
California
$2.39M +$352K +29,501 +18%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$2.24M +$135K +11,330 +7%
AGM
42
Alpine Global Management
New York
$2.24M – – –
MWM
43
Melfa Wealth Management
Massachusetts
$2.19M +$561 +47 +0%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$2.15M -$1.02M -85,811 -33%
Creative Planning
45
Creative Planning
Kansas
$2.06M +$164K +13,696 +9%
GC
46
Gould Capital
Washington
$2M -$5.05K -423 -0.3%
PVM
47
Palogic Value Management
Texas
$1.92M +$83.7K +7,009 +5%
Invesco
48
Invesco
Georgia
$1.88M +$185K +15,477 +11%
FCH
49
Freestone Capital Holdings
Washington
$1.87M -$1.19M -100,000 -40%
RIL
50
Rothschild Investment LLC
Illinois
$1.77M -$33.2K -2,783 -2%
1
2
3 4 5

NVG Hedge Fund Activity: Q2 2024 in Review

245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2024, worth a combined $526M — down 1.8% from $535M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVG and 23 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 79 added.

The largest buyer was Mackay Shields LLC, adding an estimated $18.8M. The largest seller was Logan Stone Capital, cutting an estimated $13.4M.

  • 245 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $526M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2024 and 28 closed out, a net change of -5 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $18.8M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.