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Nuveen AMT-Free Municipal Credit Income Fund

184 hedge funds and large institutions have $307M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $283M → $307M (+$24.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 9.53%9.26% (-0.27%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
48
Reduced
41
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oarsman Capital
Wisconsin
$164K
FFG
127
Ford Financial Group
California
$161K
IA
128
IFP Advisors
Florida
$159K -$98.1K -6,635 -38%
Deutsche Bank
129
Deutsche Bank
Germany
$150K
DADC
130
D.A. Davidson & Co
Montana
$150K +$152K +10,288 New
BRWM
131
B. Riley Wealth Management
Tennessee
$149K +$151K +10,205 New
TW
132
Transform Wealth
Colorado
$148K
SFA
133
Sequoia Financial Advisors
Ohio
$146K
WSTAM
134
Wilbanks Smith & Thomas Asset Management
Virginia
$144K +$146K +9,868 New
Citigroup
135
Citigroup
New York
$131K +$9.3K +629 +8%
SWM
136
SeaCrest Wealth Management
New York
$118K -$16.3K -1,105 -12%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$109K
NSIM
138
North Star Investment Management
Illinois
$109K
SWM
139
Selective Wealth Management
Virginia
$105K +$107K +7,209 New
BRC
140
Bell Rock Capital
Delaware
$101K +$429 +29 +0.4%
CAG
141
Csenge Advisory Group
Florida
$100K +$107K +7,267 New
AIS
142
Accurate Investment Solutions
Pennsylvania
$98K
CPIG
143
Chicago Partners Investment Group
Illinois
$94K
DAM
144
Delta Asset Management
Tennessee
$91K -$18.5K -1,250 -17%
MWM
145
Mascoma Wealth Management
New Hampshire
$90K
GI
146
Gradient Investments
Minnesota
$90K +$17.1K +1,155 +23%
SPIA
147
Steward Partners Investment Advisory
New York
$84K
LA
148
Legacy Advisors
Pennsylvania
$75K
PCIG
149
Partners Capital Investment Group
Massachusetts
$72K +$961 +65 +1%
CFA
150
Carroll Financial Associates
North Carolina
$69K +$39.8K +2,695 +130%

NVG Hedge Fund Activity: Q3 2018 in Review

184 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2018, worth a combined $307M — up 8.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVG and 19 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 48 added.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $3.57M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.48M.

  • 184 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2018, down from 187 in Q2 2018.
  • Funds reported $307M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 19 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2018 and 21 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2018 was Robinson Capital Management, an estimated $3.57M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2018 was Parametric Portfolio Associates, an estimated $8.48M sold.

Based on aggregated 13F filings for Q3 2018.