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Nuveen AMT-Free Municipal Credit Income Fund
NVG

174 hedge funds and large institutions have $380M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2016 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 39 increasing their positions, 1 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,800% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 1

1,210% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 10

304% more capital invested

Capital invested by funds: $94M → $380M (+$286M)

228% more funds holding

Funds holding: 53 → 174 (+121)

13.33% less ownership

Funds ownership: 24.86% → 11.53% (-13%)

Holders
174
Holders Change
+121
Holders Change %
+228.3%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.13%
New
131
Increased
39
Reduced
1
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$32.6M
2
Morgan Stanley
Morgan Stanley
New York
+$31.4M
3
KIM
Karpus Investment Management
New York
+$25.2M
4
Wells Fargo
Wells Fargo
California
+$16.7M
5
OHA
Oak Hill Advisors
New York
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$9.09M
2
RCM
Rivernorth Capital Management
Florida
-$2.71M
3
CCP
Clough Capital Partners
Massachusetts
-$746K
4
WAM
Weiss Asset Management
Massachusetts
-$465K
5
YCM
Yakira Capital Management
Connecticut
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
76
Atria Investments
North Carolina
$486K +$465K +29,697 New
SAM
77
SignalPoint Asset Management
Missouri
$472K +$454K +29,005 New
RCAG
78
Rehmann Capital Advisory Group
Michigan
$450K +$434K +27,698 New
SIM
79
Sadoff Investment Management
Wisconsin
$442K +$6.12K +391 +1%
VFS
80
VSR Financial Services
Kansas
$441K +$424K +27,112 New
TJHA
81
Thomas J. Herzfeld Advisors
Florida
$438K +$34K +2,173 +9%
WB
82
WesBanco Bank
West Virginia
$435K +$419K +26,731 New
ICAS
83
Investors Capital Advisory Services
Massachusetts
$435K +$420K +26,808 New
CSA
84
Cottage Street Advisors
Massachusetts
$431K +$415K +26,510 New
IAMOG
85
Investors Asset Management of Georgia
Georgia
$407K +$392K +25,047 New
Citadel Advisors
86
Citadel Advisors
Florida
$388K +$374K +23,882 New
US Bancorp
87
US Bancorp
Minnesota
$380K +$366K +23,369 New
GAG
88
GM Advisory Group
New York
$378K +$362K +23,120 New
WP
89
WealthPLAN Partners
Nebraska
$373K +$859K +54,897 New
AIM
90
Allen Investment Management
New York
$369K +$355K +22,704 New
WSFS
91
Wilmington Savings Fund Society
Delaware
$366K +$352K +22,484 New
PAG
92
Private Advisor Group
New Jersey
$365K +$351K +22,394 New
MC
93
Matisse Capital
Oregon
$357K +$343K +21,935 New
CBTWT
94
Community Bank & Trust (Waco, Texas)
Texas
$355K +$342K +21,850 New
MMG
95
Monetary Management Group
Missouri
$349K +$336K +21,434 New
MFS
96
MSI Financial Services
Massachusetts
$347K +$304K +19,447 +1,032%
TC
97
TFS Capital
Pennsylvania
$331K +$318K +20,328 New
PVWM
98
Point View Wealth Management
New Jersey
$328K +$17.2K +1,097 +6%
FAAS
99
First Allied Advisory Services
California
$327K +$315K +20,141 New
HCM
100
Hilton Capital Management
New York
$325K – – –
2 3
4
5 6

NVG Hedge Fund Activity: Q2 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2016, worth a combined $380M — up 304% from $94M a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new NVG positions and 10 closed out — a net gain of 121 holders — while 39 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, adding an estimated $32.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $9.09M sold.

  • 174 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2016, up from 53 in Q1 2016.
  • Funds reported $380M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2016, up 304% quarter-over-quarter.
  • 131 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2016 and 10 closed out, a net change of +121 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2016 was UBS Group, an estimated $32.6M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $9.09M sold.

Based on aggregated 13F filings for Q2 2016.