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Nuveen AMT-Free Municipal Credit Income Fund

184 hedge funds and large institutions have $307M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $283M → $307M (+$24.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 9.53%9.26% (-0.27%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
48
Reduced
41
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHIMC
76
Private Harbour Investment Management & Counsel
Ohio
$402K
FFA
77
First Foundation Advisors
California
$402K +$636 +43 +0.2%
CA
78
Cetera Advisors
Colorado
$402K +$409K +27,639 New
BA
79
BCM Advisors
Louisiana
$397K
FAAS
80
First Allied Advisory Services
California
$396K +$124K +8,360 +44%
SIM
81
Sadoff Investment Management
Wisconsin
$390K
SCM
82
Sterneck Capital Management
Missouri
$381K -$51.7K -3,500 -12%
HK
83
Horizon Kinetics
New York
$380K
IAMOG
84
Investors Asset Management of Georgia
Georgia
$380K
WAOTB
85
Wealth Advisors of Tampa Bay
Florida
$367K
MOS
86
MGO One Seven
Ohio
$367K +$373K +25,222 New
CSA
87
Cottage Street Advisors
Massachusetts
$358K
RFC
88
Regions Financial Corp
Alabama
$357K
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$342K
SPC
90
Sigma Planning Corp
Michigan
$330K -$117K -7,902 -26%
RIA
91
Regal Investment Advisors
Michigan
$326K
JCM
92
Janney Capital Management
Pennsylvania
$322K
IWC
93
Integrated Wealth Concepts
Massachusetts
$310K +$621 +42 +0.2%
HCM
94
Hollencrest Capital Management
California
$300K -$17.9K -1,213 -6%
IA
95
IFG Advisory
Georgia
$299K +$1.14K +77 +0.4%
PVWM
96
Point View Wealth Management
New Jersey
$286K +$290K +19,609 New
BAM
97
Belpointe Asset Management
Nevada
$281K +$285K +19,303 New
CI
98
Conning Inc
Connecticut
$280K
WSFS
99
Wilmington Savings Fund Society
Delaware
$279K -$91.6K -6,198 -24%
KJWM
100
Kiley Juergens Wealth Management
Washington
$272K -$201K -13,600 -42%

NVG Hedge Fund Activity: Q3 2018 in Review

184 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2018, worth a combined $307M — up 8.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVG and 19 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 48 added.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $3.57M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.48M.

  • 184 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2018, down from 187 in Q2 2018.
  • Funds reported $307M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 19 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2018 and 21 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2018 was Robinson Capital Management, an estimated $3.57M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2018 was Parametric Portfolio Associates, an estimated $8.48M sold.

Based on aggregated 13F filings for Q3 2018.