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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$923K +$368K +27,032 +52%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$911K +$4.28K +314 +0.4%
SMC
53
Smith, Moore & Co
Missouri
$874K +$38.6K +2,836 +4%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$830K -$101K -7,437 -9%
CPC
55
Congress Park Capital
New York
$829K +$47.7K +3,500 +5%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$802K -$50K -3,670 -5%
First Trust Advisors
57
First Trust Advisors
Illinois
$784K -$254K -18,667 -22%
Mariner
58
Mariner
Kansas
$759K -$22.8K -1,676 -3%
NA
59
NewEdge Advisors
Louisiana
$720K +$39.7K +2,913 +5%
CA
60
Cornerstone Advisory
Maryland
$708K +$29.3K +2,152 +4%
MC
61
Mathes Company
New York
$706K -$164K -12,049 -17%
BRWA
62
B. Riley Wealth Advisors
Florida
$693K +$644K +47,314 +392%
TA
63
Tectonic Advisors
Texas
$642K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$631K +$4.09K +300 +0.6%
RCA
65
Ranch Capital Advisors
Florida
$627K +$1.43K +105 +0.2%
IWA
66
IBEX Wealth Advisors
New Jersey
$625K -$2.79K -205 -0.4%
RA
67
RFG Advisory
Alabama
$624K -$20.5K -1,508 -3%
IFG
68
Independent Financial Group
California
$623K +$27.9K +2,052 +4%
OIA
69
OneDigital Investment Advisors
Kansas
$618K -$2.29K -168 -0.3%
PIA
70
Powell Investment Advisors
Florida
$616K +$449 +33 +0.1%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$586K -$21K -1,540 -3%
BCMIO
72
Beacon Capital Management Inc (Ohio)
Ohio
$584K
IWC
73
Integrated Wealth Concepts
Massachusetts
$580K -$9.03K -663 -1%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$565K -$293K -21,479 -31%
PCM
75
Parsons Capital Management
Rhode Island
$565K

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.