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Nuveen AMT-Free Municipal Credit Income Fund
NVG

180 hedge funds and large institutions have $309M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

5% more funds holding

Funds holding: 172 → 180 (+8)

0.24% less ownership

Funds ownership: 10.08% → 9.84% (-0.24%)

2% less capital invested

Capital invested by funds: $316M → $309M (-$6.34M)

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
43
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$2.65M
2
Ameriprise
Ameriprise
Minnesota
+$1.44M
3
SIA
Sit Investment Associates
Minnesota
+$1.33M
4
AG
Advisor Group
Arizona
+$1.12M
5
BF
BOK Financial
Oklahoma
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.8M
2
GC
Guggenheim Capital
Illinois
-$3.51M
3
PPA
Parametric Portfolio Associates
Washington
-$2.1M
4
IA
IFP Advisors
Florida
-$1.57M
5
IWA
IBEX Wealth Advisors
New Jersey
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
101
Hilton Capital Management
New York
$309K – – –
PVWM
102
Point View Wealth Management
New Jersey
$308K – – –
CI
103
Conning Inc
Connecticut
$297K – – –
IWC
104
Integrated Wealth Concepts
Massachusetts
$281K +$277K +17,962 New
MOS
105
MGO One Seven
Ohio
$260K +$259K +16,837 New
ECM
106
Evergreen Capital Management
Washington
$257K – – –
CRC
107
Curi RMB Capital
Illinois
$257K +$308 +20 +0.1%
MML Investors Services
108
MML Investors Services
Massachusetts
$256K -$51.6K -3,353 -17%
Lido Advisors
109
Lido Advisors
California
$250K +$15.5K +1,009 +7%
OC
110
Oppenheimer & Co
New York
$247K -$45.2K -2,938 -16%
WS
111
Wedbush Securities
California
$247K – – –
GWM
112
Geneos Wealth Management
Colorado
$246K -$21.5K -1,393 -8%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$246K +$2.39K +155 +1%
YP
114
Yellowstone Partners
Idaho
$244K -$719K -46,659 -75%
LCM
115
Laurion Capital Management
New York
$240K +$239K +15,517 New
AIP
116
Ahrens Investment Partners
Louisiana
$239K +$26.6K +1,727 +13%
GLA
117
Great Lakes Advisors
Illinois
$232K – – –
BAM
118
Belpointe Asset Management
Nevada
$218K +$218K +14,138 New
KeyBank National Association
119
KeyBank National Association
Ohio
$215K – – –
JA
120
JOYN Advisors
Georgia
$210K +$210K +13,623 New
PMG
121
ProVise Management Group
Florida
$208K – – –
JIR
122
James Investment Research
Ohio
$198K – – –
WB
123
Webster Bank
Connecticut
$194K – – –
TW
124
Transform Wealth
Colorado
$193K – – –
FFG
125
Ford Financial Group
California
$193K +$190K +12,350 New
3 4
5
6 7

NVG Hedge Fund Activity: Q4 2017 in Review

180 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2017, worth a combined $309M — down 2% from $316M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVG positions and 20 closed out — a net gain of 9 holders — while 43 added to existing stakes and 39 trimmed.

The largest buyer was SEI Investments, adding an estimated $2.65M. The largest seller was Wells Fargo, cutting an estimated $10.8M.

  • 180 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2017, up from 172 in Q3 2017.
  • Funds reported $309M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2017, down 2% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2017 and 20 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2017 was SEI Investments, an estimated $2.65M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2017 was Wells Fargo, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2017.