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Nuveen AMT-Free Municipal Credit Income Fund

172 hedge funds and large institutions have $316M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

6% more funds holding

Funds holding: 163172 (+9)

0.32% less ownership

Funds ownership: 10.4%10.08% (-0.32%)

1% less capital invested

Capital invested by funds: $320M → $316M (-$4.71M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
48
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$32K
ECM
152
Estabrook Capital Management
New York
$31.1K
CAL
153
Capital Advisors Ltd
Ohio
$31K
BCM
154
Blume Capital Management
California
$31K +$30.9K +1,998 New
HNB
155
Huntington National Bank
Ohio
$30K
PWM
156
Perigon Wealth Management
California
$30K +$30.1K +1,950 New
AIM
157
Advantage Investment Management
Iowa
$29K
MWM
158
Mascoma Wealth Management
New Hampshire
$28K
SSB
159
Sandy Spring Bank
Maryland
$28K
WTC
160
WhitTier Trust Company
Nevada
$27K
SHJ
161
Sharkey, Howes & Javer
Colorado
$24K
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$16K
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$15K
RWA
164
Ropes Wealth Advisors
Massachusetts
$15K
AAP
165
Arax Advisory Partners
Colorado
$11K +$170 +11 +1%
FFC
166
First Financial Corp
Indiana
$10K
EWM
167
Edge Wealth Management
New York
$9K
MFBTD
168
MB Financial Bank - Trust Department
Illinois
$9K
PCTC
169
Perkins Coie Trust Company
Washington
$8K
FANJ
170
Financial Architects (New Jersey)
New Jersey
$5K
RFA
171
Reilly Financial Advisors
California
$5K
UBS AM
172
UBS AM
Illinois
$4.94K +$4.96K +321 New
RE
173
RBC Europe
United Kingdom
$3K +$3.02K +195 New
FPB
174
First PREMIER Bank
South Dakota
$3K
LNB
175
Ledyard National Bank
$2K

NVG Hedge Fund Activity: Q3 2017 in Review

172 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2017, worth a combined $316M — down 1.5% from $320M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NVG positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.74M. The largest seller was Wells Fargo, cutting an estimated $10.2M.

  • 172 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $316M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2017 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $8.74M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2017 was Wells Fargo, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2017.