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Nuveen AMT-Free Municipal Credit Income Fund

163 hedge funds and large institutions have $320M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more capital invested

Capital invested by funds: $301M → $320M (+$18.8M)

0.25% more ownership

Funds ownership: 10.15%10.4% (+0.25%)

4% less funds holding

Funds holding: 169163 (-6)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
163
Holders Change
-6
Holders Change %
-3.55%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
38
Reduced
47
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
126
Delta Asset Management
Tennessee
$99K
Citigroup
127
Citigroup
New York
$95K -$13.8K -925 -13%
VIA
128
Vantage Investment Advisors
Pennsylvania
$80K +$1.14K +76 +1%
HNB
129
Huntington National Bank
Ohio
$78K
MMG
130
Monetary Management Group
Missouri
$71K
PCIG
131
Partners Capital Investment Group
Massachusetts
$70K +$987 +66 +1%
BC
132
Bartlett & Co
Ohio
$68K
SA
133
SRH Advisors
Kansas
$59K
BRC
134
Bell Rock Capital
Delaware
$57K +$464 +31 +0.8%
IIC
135
Integrated Investment Consultants
Michigan
$51K
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K +$13.5K +904 +43%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$44K -$256K -17,097 -86%
PSUF
138
People's United Financial
Connecticut
$44K
AIM
139
Anchor Investment Management
South Carolina
$43.8K
SPIA
140
Steward Partners Investment Advisory
New York
$40K +$40.4K +2,700 New
PFBT
141
Parkside Financial Bank & Trust
Missouri
$32K
CFA
142
Carroll Financial Associates
North Carolina
$31K
ECM
143
Estabrook Capital Management
New York
$30.6K
CAL
144
Capital Advisors Ltd
Ohio
$30K
AIM
145
Advantage Investment Management
Iowa
$29K
WTB
146
Washington Trust Bank
Washington
$29K +$14.4K +962 +100%
SSB
147
Sandy Spring Bank
Maryland
$27K
WTC
148
WhitTier Trust Company
Nevada
$27K
MWM
149
Mascoma Wealth Management
New Hampshire
$27K +$26.9K +1,800 New
SHJ
150
Sharkey, Howes & Javer
Colorado
$23K +$23K +1,540 New

NVG Hedge Fund Activity: Q2 2017 in Review

163 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2017, worth a combined $320M — up 6.2% from $301M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVG and 16 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $15.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.31M.

  • 163 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2017, down from 169 in Q1 2017.
  • Funds reported $320M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2017, up 6.2% quarter-over-quarter.
  • 16 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2017 and 21 closed out, a net change of -5 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $15.1M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2017 was Rivernorth Capital Management, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2017.