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Nuveen AMT-Free Municipal Credit Income Fund
NVG

243 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 39

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 10.81% → 10.8% (-0.01%)

4% less capital invested

Capital invested by funds: $414M → $397M (-$17M)

2% less funds holding

Funds holding: 249 → 243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
87
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.95M
2
CC
Claybrook Capital
Massachusetts
+$2.56M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.1M
5
VanEck Associates
VanEck Associates
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.82M
2
UBS Group
UBS Group
Switzerland
-$4.86M
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.06M
4
OA
Oxbow Advisors
Texas
-$1.71M
5
PPA
Parametric Portfolio Associates
Washington
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
101
Next Financial Group
Texas
$454K +$125K +7,009 +36%
SFS
102
Sowell Financial Services
Arkansas
$447K +$18 +1 +0%
US Bancorp
103
US Bancorp
Minnesota
$438K -$66.2K -3,720 -13%
PFM
104
Parsec Financial Management
North Carolina
$412K – – –
APA
105
American Portfolios Advisors
New York
$409K +$2.56K +144 +0.6%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$399K +$47.3K +2,662 +13%
ACA
107
Ackerman Capital Advisors
Texas
$391K +$405K +22,782 New
HI
108
Harbour Investments
Wisconsin
$388K -$31.5K -1,772 -7%
SWM
109
Spire Wealth Management
Virginia
$387K +$36 +2 +0%
JCM
110
Janney Capital Management
Pennsylvania
$380K – – –
HCM
111
Hollencrest Capital Management
California
$379K – – –
KeyBank National Association
112
KeyBank National Association
Ohio
$373K – – –
HKAM
113
Horizon Kinetics Asset Management
New York
$363K – – –
SIC
114
Samalin Investment Counsel
New York
$341K -$6.49K -365 -2%
RA
115
Riverstone Advisors
Texas
$326K – – –
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$324K – – –
BRWA
117
B. Riley Wealth Advisors
Florida
$323K +$42.2K +2,372 +14%
PCM
118
Pointe Capital Management
Michigan
$321K – – –
ASN
119
Advisory Services Network
Georgia
$317K +$676 +38 +0.2%
RBFC
120
Roman Butler Fullerton & Co
Missouri
$315K – – –
SS
121
Sunbelt Securities
Texas
$307K – – –
FFWM
122
Future Financial Wealth Management
Ohio
$304K – – –
JWCA
123
J.W. Cole Advisors
Florida
$301K +$18.4K +1,032 +6%
LWM
124
Loveless Wealth Management
Montana
$296K -$17.1K -962 -5%
CBTWT
125
Community Bank & Trust (Waco, Texas)
Texas
$296K – – –
3 4
5
6 7

NVG Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2021, worth a combined $397M — down 4.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVG positions and 18 closed out — a net gain of 3 holders — while 87 added to existing stakes and 39 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.95M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.82M sold.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2021, down from 249 in Q2 2021.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2021 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.95M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2021.