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Nuveen AMT-Free Municipal Credit Income Fund
NVG

242 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.32% less ownership

Funds ownership: 11.29% → 10.96% (-0.32%)

2% less capital invested

Capital invested by funds: $405M → $397M (-$7.83M)

1% less funds holding

Funds holding: 245 → 242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
86
Reduced
52
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.32M
2
Truist Financial
Truist Financial
North Carolina
+$1.23M
3
COLIM
City of London Investment Management
United Kingdom
+$1.17M
4
VanEck Associates
VanEck Associates
New York
+$803K
5
Osaic Holdings
Osaic Holdings
Arizona
+$734K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.7M
2
Wells Fargo
Wells Fargo
California
-$4.96M
3
KAS
Kestra Advisory Services
Texas
-$3.85M
4
UBS Group
UBS Group
Switzerland
-$3.35M
5
N
Natixis
France
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
First Foundation Advisors
California
$289K +$651 +39 +0.2%
SWM
127
SeaCrest Wealth Management
New York
$288K +$47.6K +2,851 +20%
KP
128
Keel Point
Alabama
$287K -$283K -16,960 -50%
FFWM
129
Future Financial Wealth Management
Ohio
$287K – – –
Bank of New York Mellon
130
Bank of New York Mellon
New York
$287K +$16.3K +976 +6%
JWCA
131
J.W. Cole Advisors
Florida
$284K +$6.99K +419 +3%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$284K +$280K +16,800 New
PHIMC
133
Private Harbour Investment Management & Counsel
Ohio
$281K -$27.4K -1,644 -9%
BRWA
134
B. Riley Wealth Advisors
Florida
$276K +$3.92K +235 +1%
ASN
135
Advisory Services Network
Georgia
$272K +$35.3K +2,115 +15%
RIA
136
Realta Investment Advisors
Delaware
$272K +$268K +16,078 New
APA
137
American Portfolios Advisors
New York
$272K +$8.66K +519 +3%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$3.49K +209 +1%
WMA
139
Wealth Management Associates
New Jersey
$266K +$584 +35 +0.2%
SPC
140
Sigma Planning Corp
Michigan
$265K +$19.3K +1,155 +8%
OC
141
Oppenheimer & Co
New York
$258K +$42.9K +2,573 +20%
CCG
142
Ceeto Capital Group
Florida
$252K – – –
SBIA
143
Sheaff Brock Investment Advisors
Indiana
$249K -$29K -1,738 -11%
IC
144
IEQ Capital
California
$244K – – –
CAG
145
Csenge Advisory Group
Florida
$242K – – –
ED
146
Exane Derivatives
France
$240K -$159K -9,510 -40%
AF
147
Advisornet Financial
Minnesota
$239K +$139K +8,300 +142%
PMG
148
ProVise Management Group
Florida
$234K – – –
TIM
149
Tortoise Investment Management
New York
$234K – – –
ECM
150
Evergreen Capital Management
Washington
$230K – – –
4 5
6
7 8

NVG Hedge Fund Activity: Q1 2021 in Review

242 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2021, worth a combined $397M — down 1.9% from $405M a quarter earlier.

Fund positioning in NVG was balanced in Q1 2021: 23 funds opened new positions, 23 closed out, 86 added to existing stakes and 52 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.32M. The largest seller was Morgan Stanley, cutting an estimated $6.7M.

  • 242 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2021, down from 245 in Q4 2020.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2021, down 1.9% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2021 and 23 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $3.32M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.