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Nuveen AMT-Free Municipal Credit Income Fund

250 hedge funds and large institutions have $364M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 57 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

26% more capital invested

Capital invested by funds: $289M → $364M (+$74.6M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 239250 (+11)

2.51% more ownership

Funds ownership: 11.58%14.08% (+2.5%)

30% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 82

Holders
250
Holders Change
+11
Holders Change %
+4.6%
% of All Funds
4.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
52
Increased
57
Reduced
82
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$308K -$149K -12,715 -33%
KIM
127
Karpus Investment Management
New York
$304K +$294K +25,066 New
WAOTB
128
Wealth Advisors of Tampa Bay
Florida
$294K +$29.6K +2,520 +12%
PFS
129
Prospera Financial Services
Texas
$293K +$64K +5,451 +29%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$285K +$1.94K +165 +0.7%
PWP
131
Perfromance Wealth Partners
Illinois
$281K -$274K -23,348 -50%
VAG
132
VisionPoint Advisory Group
Texas
$260K +$73.2K +6,234 +42%
TW
133
TrinityPoint Wealth
Connecticut
$256K +$235 +20 +0.1%
AWS
134
Atria Wealth Solutions
New York
$253K -$20.8K -1,775 -8%
CB
135
Commerce Bank
Missouri
$252K -$69.2K -5,896 -22%
FFA
136
First Foundation Advisors
California
$251K -$39.1K -3,333 -14%
DAS
137
Dynamic Advisor Solutions
Arizona
$249K -$74.6K -6,354 -24%
US Bancorp
138
US Bancorp
Minnesota
$247K -$172K -14,640 -42%
IWM
139
IHT Wealth Management
Illinois
$246K +$39K +3,322 +20%
AAS
140
Avantax Advisory Services
Texas
$246K -$132K -11,251 -36%
KA
141
Kercheville Advisors
Texas
$240K
FPAS
142
Focus Partners Advisor Solutions
Missouri
$240K +$44K +3,749 +23%
AFC
143
AFT Forsyth & Company
Florida
$230K -$39.9K -3,400 -15%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$227K +$40.2K +3,426 +22%
CCFM
145
Clear Creek Financial Management
Washington
$227K -$45.6K -3,883 -17%
ATC
146
Argent Trust Co
Tennessee
$226K +$218K +18,579 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$219K -$28.1K -2,396 -12%
FFWM
148
Future Financial Wealth Management
Ohio
$206K
VWA
149
Visionary Wealth Advisors
Illinois
$204K +$35.4K +3,015 +22%
HKAM
150
Horizon Kinetics Asset Management
New York
$204K -$857 -73 -0.4%

NVG Hedge Fund Activity: Q4 2022 in Review

250 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2022, worth a combined $364M — up 26% from $289M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NVG positions and 36 closed out — a net gain of 16 holders — while 57 added to existing stakes and 82 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $12.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.42M.

  • 250 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2022, up from 239 in Q3 2022.
  • Funds reported $364M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2022, up 26% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2022 and 36 closed out, a net change of +16 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $12.3M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2022.