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Nuveen AMT-Free Municipal Credit Income Fund

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: 245242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.45M
22CM
52
20/20 Capital Management
California
$1.44M -$31.8K -1,906 -2%
PIA
53
Powell Investment Advisors
Florida
$1.26M +$651 +39 +0.1%
COLIM
54
City of London Investment Management
United Kingdom
$1.18M +$1.17M +70,000 New
FAIM
55
Financial Advocates Investment Management
Washington
$1.14M -$28.3K -1,694 -2%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$5.63K +337 +0.5%
APA
57
Allegiant Private Advisors
Florida
$1.1M -$378K -22,619 -26%
MC
58
Mathes Company
New York
$1.04M
IWA
59
IBEX Wealth Advisors
New Jersey
$1.02M -$24.5K -1,465 -2%
Lido Advisors
60
Lido Advisors
California
$995K +$16.3K +978 +2%
SMC
61
Smith, Moore & Co
Missouri
$942K +$58.5K +3,502 +7%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$934K -$252K -15,085 -21%
CT
63
Caldwell Trust
Florida
$917K -$37.7K -2,258 -4%
RA
64
RFG Advisory
Alabama
$899K +$4.47K +268 +0.5%
OIA
65
OneDigital Investment Advisors
Kansas
$896K +$150 +9 +0%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$893K
DFG
67
Delphi Financial Group
Delaware
$885K -$207K -12,401 -19%
SPIA
68
Steward Partners Investment Advisory
New York
$867K +$271K +16,248 +46%
RCA
69
Ranch Capital Advisors
Florida
$866K +$167 +10 +0%
SWP
70
Stratos Wealth Partners
Ohio
$792K +$30.1K +1,805 +4%
CIAS
71
Capital Investment Advisory Services
North Carolina
$786K
Northern Trust
72
Northern Trust
Illinois
$736K +$267 +16 +0%
VVP
73
Venture Visionary Partners
Ohio
$708K
EW
74
Evoke Wealth
California
$694K -$44.2K -2,650 -6%
BAM
75
Belpointe Asset Management
Nevada
$683K

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.