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Nuveen AMT-Free Municipal Credit Income Fund

239 hedge funds and large institutions have $289M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 11.5%11.58% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 254239 (-15)

10% less capital invested

Capital invested by funds: $322M → $289M (-$32.7M)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
64
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$360K -$69.7K -5,116 -14%
LP
102
Lloyd Park
Illinois
$343K +$5.5K +404 +1%
MIAN
103
Mariner Independent Advisor Network
Kansas
$342K
CFB
104
Cullen/Frost Bankers
Texas
$333K
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$326K
DWM
106
Drive Wealth Management
Utah
$320K +$967 +71 +0.3%
PWA
107
Physician Wealth Advisors
Utah
$318K
WAM
108
Walker Asset Management
Missouri
$318K
DAS
109
Dynamic Advisor Solutions
Arizona
$314K +$5.8K +426 +2%
CB
110
Commerce Bank
Missouri
$311K +$191K +14,000 +111%
SFS
111
Sowell Financial Services
Arkansas
$302K -$1.36K -100 -0.4%
FFA
112
First Foundation Advisors
California
$281K -$10.4K -766 -3%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$272K -$19.2K -1,410 -6%
BS
114
Boenning & Scattergood
Pennsylvania
$268K
HighTower Advisors
115
HighTower Advisors
Illinois
$266K -$12.6K -923 -4%
AWS
116
Atria Wealth Solutions
New York
$265K -$59.1K -4,336 -16%
CCFM
117
Clear Creek Financial Management
Washington
$263K -$11.8K -869 -4%
AFC
118
AFT Forsyth & Company
Florida
$261K
MC
119
Moors & Cabot
Massachusetts
$260K
HCM
120
Hollencrest Capital Management
California
$258K
WAOTB
121
Wealth Advisors of Tampa Bay
Florida
$254K -$269K -19,724 -48%
SIC
122
Samalin Investment Counsel
New York
$253K +$3.73K +274 +1%
TW
123
TrinityPoint Wealth
Connecticut
$246K +$3.12K +229 +1%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$239K +$109 +8 +0%
KA
125
Kercheville Advisors
Texas
$231K

NVG Hedge Fund Activity: Q3 2022 in Review

239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2022, worth a combined $289M — down 10% from $322M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NVG and 20 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 64 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.83M. The largest seller was Wells Fargo, cutting an estimated $1.08M.

  • 239 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2022, down from 254 in Q2 2022.
  • Funds reported $289M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2022 and 31 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2022 was Penserra Capital Management, an estimated $2.83M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2022 was Wells Fargo, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.