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Nuveen AMT-Free Municipal Credit Income Fund
NVG

185 hedge funds and large institutions have $325M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $277M → $325M (+$48.5M)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.96% more ownership

Funds ownership: 8.79% → 9.74% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 186 → 185 (-1)

Holders
185
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
48
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$32.6M
2
N
Natixis
France
+$2.33M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.87M
4
SS
Sunbelt Securities
Texas
+$982K
5
ED
Exane Derivatives
France
+$722K

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$2.29M
2
UBS Group
UBS Group
Switzerland
-$1.92M
3
RCM
Rivernorth Capital Management
Florida
-$1.35M
4
SIA
Sit Investment Associates
Minnesota
-$1.33M
5
RCM
Robinson Capital Management
Michigan
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
126
Pinnacle Financial Partners (Tennessee)
Tennessee
$194K – – –
PAS
127
Partnervest Advisory Services
California
$181K +$177K +10,805 New
HSA
128
HBK Sorce Advisory
Pennsylvania
$178K – – –
HVIA
129
Hudson Valley Investment Advisors
New York
$176K – – –
OC
130
Oarsman Capital
Wisconsin
$176K – – –
Deutsche Bank
131
Deutsche Bank
Germany
$172K – – –
SFA
132
Sequoia Financial Advisors
Ohio
$169K -$30.4K -1,851 -16%
KeyBank National Association
133
KeyBank National Association
Ohio
$168K – – –
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$147K – – –
DAM
135
Delta Asset Management
Tennessee
$126K – – –
NSIM
136
North Star Investment Management
Illinois
$125K +$123K +7,491 New
SWM
137
Selective Wealth Management
Virginia
$121K +$118K +7,209 New
GI
138
Gradient Investments
Minnesota
$120K – – –
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$112K +$109K +6,665 New
CFA
140
Carroll Financial Associates
North Carolina
$79K – – –
BCWM
141
Bartlett & Co Wealth Management
Ohio
$75.6K – – –
BC
142
Bartlett & Co
Ohio
$75K – – –
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$75K +$7.9K +481 +12%
AIM
144
Anchor Investment Management
South Carolina
$67.1K – – –
SA
145
SRH Advisors
Kansas
$66K – – –
BFC
146
Bedel Financial Consulting
Indiana
$60K – – –
PA
147
Parallel Advisors
California
$58K +$15.4K +939 +37%
AIC
148
Ameritas Investment Company
Nebraska
$53K +$52.5K +3,200 New
TCM
149
Tradewinds Capital Management
Washington
$52K – – –
BRC
150
Bell Rock Capital
Delaware
$52K +$164 +10 +0.3%
4 5
6
7 8

NVG Hedge Fund Activity: Q3 2019 in Review

185 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2019, worth a combined $325M — up 18% from $277M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NVG positions and 17 closed out — a net gain of 1 holder — while 48 added to existing stakes and 41 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $32.6M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $2.29M sold.

  • 185 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2019, down from 186 in Q2 2019.
  • Funds reported $325M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2019, up 18% quarter-over-quarter.
  • 18 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2019 and 17 closed out, a net change of +1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2019 was Guggenheim Capital, an estimated $32.6M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2019 was Koshinski Asset Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q3 2019.