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Nuveen AMT-Free Municipal Credit Income Fund

172 hedge funds and large institutions have $316M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

6% more funds holding

Funds holding: 163172 (+9)

0.32% less ownership

Funds ownership: 10.4%10.08% (-0.32%)

1% less capital invested

Capital invested by funds: $320M → $316M (-$4.71M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
48
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$277K
ICOA
102
Investment Centers of America
North Dakota
$268K -$14.9K -965 -5%
GWM
103
Geneos Wealth Management
Colorado
$267K -$17.8K -1,153 -6%
CRC
104
Curi RMB Capital
Illinois
$256K +$257K +16,635 New
WS
105
Wedbush Securities
California
$246K -$215K -13,903 -47%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$243K -$19.5K -1,259 -7%
GP
107
Geneva Partners
Wisconsin
$243K +$244K +15,790 New
WAM
108
Weiss Asset Management
Massachusetts
$238K +$239K +15,440 New
GLA
109
Great Lakes Advisors
Illinois
$232K +$40.5K +2,618 +21%
UCFA
110
United Capital Financial Advisors
Texas
$231K -$31.6K -2,045 -12%
Lido Advisors
111
Lido Advisors
California
$230K
LCM
112
Landscape Capital Management
New Jersey
$220K +$221K +14,271 New
KeyBank National Association
113
KeyBank National Association
Ohio
$215K
AIP
114
Ahrens Investment Partners
Louisiana
$211K +$20.2K +1,306 +11%
PMG
115
ProVise Management Group
Florida
$207K -$30.4K -1,968 -13%
ECM
116
Evergreen Capital Management
Washington
$203K
JIR
117
James Investment Research
Ohio
$197K
WB
118
Webster Bank
Connecticut
$194K
TW
119
Transform Wealth
Colorado
$192K +$193K +12,489 New
BFG
120
Barber Financial Group
Kansas
$191K -$37.9K -2,454 -17%
PMFA
121
Plante Moran Financial Advisors
Michigan
$190K
SI
122
SII Investments
Wisconsin
$175K -$9.74K -630 -5%
OC
123
Oarsman Capital
Wisconsin
$174K
SBIA
124
Sheaff Brock Investment Advisors
Indiana
$173K +$10.4K +672 +6%
NDSI
125
Newman Dignan & Sheerar Inc
Rhode Island
$172K +$172K +11,144 New

NVG Hedge Fund Activity: Q3 2017 in Review

172 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2017, worth a combined $316M — down 1.5% from $320M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NVG positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.74M. The largest seller was Wells Fargo, cutting an estimated $10.2M.

  • 172 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $316M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2017 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $8.74M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2017 was Wells Fargo, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2017.