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Nuveen AMT-Free Municipal Credit Income Fund
NVG

245 hedge funds and large institutions have $526M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.76% less ownership

Funds ownership: 20.53% → 19.76% (-0.76%)

2% less capital invested

Capital invested by funds: $535M → $526M (-$9.41M)

3% less funds holding

Funds holding: 253 → 245 (-8)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
23
Increased
79
Reduced
72
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$18.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.46M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.71M
4
MGAM
McGowan Group Asset Management
Texas
+$1.46M
5
LPL Financial
LPL Financial
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$13.4M
2
SCM
Saba Capital Management
New York
-$10M
3
AA
AQR Arbitrage
Connecticut
-$6.2M
4
LCM
Landscape Capital Management
New Jersey
-$3.8M
5
GAA
Global Assets Advisory
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
101
Rinkey Investments
California
$516K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$509K +$36.4K +3,046 +8%
OA
103
Oxbow Advisors
Texas
$505K -$60.8K -5,095 -11%
AWM
104
Axxcess Wealth Management
California
$494K -$143K -11,975 -23%
FFA
105
Founders Financial Alliance
North Carolina
$490K +$4.93K +413 +1%
SWM
106
Silverlake Wealth Management
Vermont
$483K +$740 +62 +0.2%
SWP
107
Stratos Wealth Partners
Ohio
$480K +$167 +14 +0%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$471K +$8.4K +704 +2%
VWA
109
Visionary Wealth Advisors
Illinois
$471K +$26.7K +2,237 +6%
PS
110
Portfolio Strategies
New York
$466K – – –
MSWM
111
McGlone Suttner Wealth Management
Wisconsin
$465K +$184K +15,397 +64%
BRWA
112
B. Riley Wealth Advisors
Florida
$437K -$31.8K -2,666 -7%
EW
113
Element Wealth
Mississippi
$435K -$47.6K -3,990 -10%
CFGSD
114
Compass Financial Group (South Dakota)
South Dakota
$431K +$4.78K +400 +1%
HCC
115
Hirtle Callaghan & Co
Pennsylvania
$420K – – –
KWA
116
Kingswood Wealth Advisors
California
$419K +$10.8K +908 +3%
SPIA
117
Steward Partners Investment Advisory
New York
$400K +$78.7K +6,594 +26%
DADC
118
D.A. Davidson & Co
Montana
$400K -$2.6K -218 -0.7%
JWCA
119
J.W. Cole Advisors
Florida
$377K +$67.4K +5,645 +23%
MG
120
Marex Group
$374K +$358K +30,000 New
HCM
121
Hollencrest Capital Management
California
$366K – – –
HI
122
Harbour Investments
Wisconsin
$364K +$931 +78 +0.3%
EW
123
Evoke Wealth
California
$364K – – –
Bank of New York Mellon
124
Bank of New York Mellon
New York
$350K -$424K -35,494 -56%
WAM
125
Walker Asset Management
Missouri
$339K – – –
3 4
5
6 7

NVG Hedge Fund Activity: Q2 2024 in Review

245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2024, worth a combined $526M — down 1.8% from $535M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVG and 23 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 79 added.

The largest buyer was Mackay Shields LLC, adding an estimated $18.8M. The largest seller was Logan Stone Capital, cutting an estimated $13.4M.

  • 245 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $526M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2024 and 28 closed out, a net change of -5 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $18.8M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.