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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
JA
101
JOYN Advisors
Georgia
$272K
CBTWT
102
Community Bank & Trust (Waco, Texas)
Texas
$269K -$14.2K -962 -5%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$246K
WI
104
Wintrust Investments
Illinois
$239K -$8.87K -600 -4%
GWM
105
Geneos Wealth Management
Colorado
$233K +$19.9K +1,344 +9%
GAG
106
GM Advisory Group
New York
$228K
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$227K
Lido Advisors
108
Lido Advisors
California
$222K
AIP
109
Ahrens Investment Partners
Louisiana
$221K -$15.3K -1,038 -6%
CCG
110
Ceeto Capital Group
Florida
$218K
SBIA
111
Sheaff Brock Investment Advisors
Indiana
$212K +$458 +31 +0.2%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$202K
ALIONA
113
Allianz Life Insurance of North America
Minnesota
$199K +$11.5K +776 +6%
ECM
114
Evergreen Capital Management
Washington
$198K
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$195K -$214K -14,461 -52%
MML Investors Services
116
MML Investors Services
Massachusetts
$192K -$12.4K -841 -6%
ANTB
117
AMG National Trust Bank
Colorado
$187K
JIR
118
James Investment Research
Ohio
$187K
OC
119
Oppenheimer & Co
New York
$186K +$30.4K +2,057 +19%
PMG
120
ProVise Management Group
Florida
$184K
WB
121
Webster Bank
Connecticut
$183K
BFG
122
Barber Financial Group
Kansas
$181K
Citadel Advisors
123
Citadel Advisors
Florida
$180K -$39K -2,638 -18%
PMFA
124
Plante Moran Financial Advisors
Michigan
$180K
Mariner
125
Mariner
Kansas
$166K

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.