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Nuveen AMT-Free Municipal Credit Income Fund
NVG

180 hedge funds and large institutions have $309M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

5% more funds holding

Funds holding: 172 → 180 (+8)

0.24% less ownership

Funds ownership: 10.08% → 9.84% (-0.24%)

2% less capital invested

Capital invested by funds: $316M → $309M (-$6.34M)

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
43
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$2.65M
2
Ameriprise
Ameriprise
Minnesota
+$1.44M
3
SIA
Sit Investment Associates
Minnesota
+$1.33M
4
AG
Advisor Group
Arizona
+$1.12M
5
BF
BOK Financial
Oklahoma
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.8M
2
GC
Guggenheim Capital
Illinois
-$3.51M
3
PPA
Parametric Portfolio Associates
Washington
-$2.1M
4
IA
IFP Advisors
Florida
-$1.57M
5
IWA
IBEX Wealth Advisors
New Jersey
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
126
Barber Financial Group
Kansas
$192K – – –
PMFA
127
Plante Moran Financial Advisors
Michigan
$191K – – –
Millennium Management
128
Millennium Management
New York
$191K +$33.7K +2,188 +21%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$187K +$13.6K +880 +8%
DA
130
Doliver Advisors
Texas
$186K -$709K -46,014 -79%
OC
131
Oarsman Capital
Wisconsin
$174K – – –
BA
132
Boston Advisors
Massachusetts
$168K – – –
GIP
133
Greatmark Investment Partners
Georgia
$162K – – –
CA
134
Cetera Advisors
Colorado
$162K +$162K +10,500 New
Neuberger Berman Group
135
Neuberger Berman Group
New York
$160K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$159K – – –
SWM
137
SeaCrest Wealth Management
New York
$157K +$156K +10,149 New
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$153K – – –
GI
139
Gradient Investments
Minnesota
$150K +$149K +9,696 New
DAM
140
Delta Asset Management
Tennessee
$120K – – –
JWA
141
JFS Wealth Advisors
Pennsylvania
$116K – – –
NSIM
142
North Star Investment Management
Illinois
$116K – – –
BBA
143
Braun-Bostich & Associates
Pennsylvania
$115K +$115K +7,460 New
Citigroup
144
Citigroup
New York
$98K +$693 +45 +0.7%
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98K +$34.5K +2,243 +54%
SPIA
146
Steward Partners Investment Advisory
New York
$89K -$29.6K -1,925 -25%
VIA
147
Vantage Investment Advisors
Pennsylvania
$84K +$1.17K +76 +1%
RFC
148
Regions Financial Corp
Alabama
$83K +$82.1K +5,329 New
SBL
149
Sargent Bickham Lagudis
Colorado
$82K +$81.6K +5,300 New
PCIG
150
Partners Capital Investment Group
Massachusetts
$73K +$1.02K +66 +1%
4 5
6
7 8

NVG Hedge Fund Activity: Q4 2017 in Review

180 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2017, worth a combined $309M — down 2% from $316M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NVG positions and 20 closed out — a net gain of 9 holders — while 43 added to existing stakes and 39 trimmed.

The largest buyer was SEI Investments, adding an estimated $2.65M. The largest seller was Wells Fargo, cutting an estimated $10.8M.

  • 180 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2017, up from 172 in Q3 2017.
  • Funds reported $309M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2017, down 2% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2017 and 20 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2017 was SEI Investments, an estimated $2.65M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2017 was Wells Fargo, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2017.