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Nuveen AMT-Free Municipal Credit Income Fund

239 hedge funds and large institutions have $289M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 11.5%11.58% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 254239 (-15)

10% less capital invested

Capital invested by funds: $322M → $289M (-$32.7M)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
64
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
126
Future Financial Wealth Management
Ohio
$223K
OFG
127
OTA Financial Group
New York
$221K +$258K +18,952 New
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$220K
PFS
129
Prospera Financial Services
Texas
$218K +$21.1K +1,550 +9%
RBFC
130
Roman Butler Fullerton & Co
Missouri
$215K -$34K -2,495 -12%
OA
131
Oxbow Advisors
Texas
$211K -$45.4K -3,334 -16%
APW
132
Aurora Private Wealth
New Jersey
$203K -$12.2K -897 -5%
IWM
133
IHT Wealth Management
Illinois
$198K +$13.5K +993 +6%
HKAM
134
Horizon Kinetics Asset Management
New York
$197K -$56K -4,112 -20%
CSA
135
Cottage Street Advisors
Massachusetts
$197K -$8.23K -604 -3%
OC
136
Oppenheimer & Co
New York
$195K +$7.16K +526 +3%
WMA
137
Wealth Management Associates
New Jersey
$194K -$78.9K -5,795 -26%
MCA
138
Magnolia Capital Advisors
Mississippi
$194K
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$193K
PMG
140
ProVise Management Group
Florida
$192K -$51.3K -3,763 -19%
SC
141
SouthState Corp
Florida
$190K
FPAS
142
Focus Partners Advisor Solutions
Missouri
$187K +$2.85K +209 +1%
AA
143
AlphaCentric Advisors
Puerto Rico
$187K +$218K +16,000 New
DWM
144
Dakota Wealth Management
Florida
$186K +$218K +15,970 New
CBTWT
145
Community Bank & Trust (Waco, Texas)
Texas
$185K -$3.27K -240 -1%
RIA
146
Realta Investment Advisors
Delaware
$182K -$5.75K -422 -3%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$178K -$69.1K -5,073 -25%
HI
148
Harbour Investments
Wisconsin
$178K
SL
149
Sentinus LLC
Illinois
$177K +$206K +15,143 New
CCG
150
Ceeto Capital Group
Florida
$175K

NVG Hedge Fund Activity: Q3 2022 in Review

239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2022, worth a combined $289M — down 10% from $322M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NVG and 20 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 64 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.83M. The largest seller was Wells Fargo, cutting an estimated $1.08M.

  • 239 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2022, down from 254 in Q2 2022.
  • Funds reported $289M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2022 and 31 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2022 was Penserra Capital Management, an estimated $2.83M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2022 was Wells Fargo, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.