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Nuveen AMT-Free Municipal Credit Income Fund
NVG

249 hedge funds and large institutions have $414M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

3% more funds holding

Funds holding: 242 → 249 (+7)

4% more capital invested

Capital invested by funds: $397M → $414M (+$16.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.15% less ownership

Funds ownership: 10.96% → 10.81% (-0.15%)

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
73
Reduced
55
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.16M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.43M
3
VanEck Associates
VanEck Associates
New York
+$1.36M
4
PAG
Private Advisor Group
New Jersey
+$1.22M
5
LA
LexAurum Advisors
Kansas
+$799K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.74M
2
RCM
Rivernorth Capital Management
Florida
-$3.72M
3
UBS Group
UBS Group
Switzerland
-$3.08M
4
WTB
Washington Trust Bank
Washington
-$2.42M
5
CC
Claybrook Capital
Massachusetts
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
101
Next Capital Management
New York
$470K +$2.43K +140 +0.5%
PWA
102
Physician Wealth Advisors
Utah
$466K – – –
SFS
103
Sowell Financial Services
Arkansas
$465K +$17 +1 +0%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$449K +$116K +6,700 +36%
HI
105
Harbour Investments
Wisconsin
$436K +$1.39K +80 +0.3%
CB
106
Commerce Bank
Missouri
$426K – – –
APA
107
American Portfolios Advisors
New York
$424K +$133K +7,646 +48%
PFM
108
Parsec Financial Management
North Carolina
$416K – – –
CSA
109
Cottage Street Advisors
Massachusetts
$404K – – –
SWM
110
Spire Wealth Management
Virginia
$403K -$3.28K -189 -0.8%
JCM
111
Janney Capital Management
Pennsylvania
$395K – – –
HCM
112
Hollencrest Capital Management
California
$394K – – –
KeyBank National Association
113
KeyBank National Association
Ohio
$388K -$73.6K -4,244 -16%
HKAM
114
Horizon Kinetics Asset Management
New York
$378K – – –
ARC
115
Advisor Resource Council
Texas
$374K +$363K +20,921 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$368K +$183K +10,574 +106%
SIC
117
Samalin Investment Counsel
New York
$361K -$9.09K -524 -3%
NFG
118
Next Financial Group
Texas
$348K +$7.04K +406 +2%
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$343K +$333K +19,181 New
RA
120
Riverstone Advisors
Texas
$340K -$1.74K -100 -0.5%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$338K – – –
PCM
122
Pointe Capital Management
Michigan
$334K – – –
ASN
123
Advisory Services Network
Georgia
$330K +$40.6K +2,340 +15%
RBFC
124
Roman Butler Fullerton & Co
Missouri
$327K – – –
LWM
125
Loveless Wealth Management
Montana
$325K – – –
3 4
5
6 7

NVG Hedge Fund Activity: Q2 2021 in Review

249 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2021, worth a combined $414M — up 4.2% from $397M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVG positions and 19 closed out — a net gain of 8 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.16M. The largest seller was Morgan Stanley, cutting an estimated $5.74M.

  • 249 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2021, up from 242 in Q1 2021.
  • Funds reported $414M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2021, up 4.2% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2021 and 19 closed out, a net change of +8 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $5.16M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2021 was Morgan Stanley, an estimated $5.74M sold.

Based on aggregated 13F filings for Q2 2021.