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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
MPW
76
Melone Private Wealth
Michigan
$899K +$11K +919 +1%
TA
77
Tectonic Advisors
Texas
$864K +$12K +1,004 +1%
OC
78
Oppenheimer & Co
New York
$863K -$20.3K -1,699 -2%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$813K -$74.7K -6,253 -9%
MWM
80
Modern Wealth Management
Kansas
$743K +$712K +59,620 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$733K -$248K -20,763 -26%
MC
82
Mathes Company
New York
$716K +$257K +21,500 +60%
NWM
83
Napa Wealth Management
California
$690K +$661K +55,390 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$659K +$631K +52,859 New
BF
85
BOK Financial
Oklahoma
$635K – – –
SEIA
86
Signature Estate & Investment Advisors
California
$634K -$30.2K -2,526 -5%
RCA
87
Ranch Capital Advisors
Florida
$633K +$3.28K +275 +0.5%
AWA
88
Arkadios Wealth Advisors
Georgia
$619K +$593K +49,692 New
RA
89
RFG Advisory
Alabama
$589K +$21.5K +1,805 +4%
SMC
90
Smith, Moore & Co
Missouri
$581K +$12.2K +1,026 +2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$579K +$91.4K +7,657 +20%
CT
92
Caldwell Trust
Florida
$566K +$10.4K +869 +2%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$565K +$4.99K +418 +0.9%
SF
94
Summit Financial
New Jersey
$559K +$281K +23,550 +112%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$550K -$204K -17,097 -28%
RB
96
Richmond Brothers
Michigan
$549K -$21.8K -1,826 -4%
SWA
97
Stratos Wealth Advisors
Ohio
$532K +$510K +42,708 New
SA
98
Sanctuary Advisors
Indiana
$528K +$545K +45,635 New
SIMG
99
Sonora Investment Management Group
Arizona
$526K – – –
IWC
100
Integrated Wealth Concepts
Massachusetts
$519K +$9.74K +816 +2%
2 3
4
5 6

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.