We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund
NVG

173 hedge funds and large institutions have $285M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 9.84% → 9.66% (-0.18%)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

4% less funds holding

Funds holding: 180 → 173 (-7)

8% less capital invested

Capital invested by funds: $309M → $285M (-$24.6M)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
173
Holders Change
-7
Holders Change %
-3.89%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
44
Reduced
45
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.57M
2
LCM
Laurion Capital Management
New York
+$4.54M
3
RCM
Robinson Capital Management
Michigan
+$2.08M
4
IWA
IBEX Wealth Advisors
New Jersey
+$1.68M
5
LCM
Landscape Capital Management
New Jersey
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$6.79M
2
UBS Group
UBS Group
Switzerland
-$3.84M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.69M
4
6M
6 Meridian
Kansas
-$2.33M
5
PPA
Parametric Portfolio Associates
Washington
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
151
Integrated Investment Consultants
Michigan
$49K +$49.6K +3,370 New
AIM
152
Anchor Investment Management
South Carolina
$47.2K – – –
CAL
153
Capital Analysts LLC
Pennsylvania
$43K +$43.7K +2,971 New
NL
154
NVWM LLC
Pennsylvania
$31K – – –
CFA
155
Carroll Financial Associates
North Carolina
$30K – – –
ECM
156
Estabrook Capital Management
New York
$29.3K – – –
AIM
157
Advantage Investment Management
Iowa
$28K – – –
WTB
158
Washington Trust Bank
Washington
$28K – – –
WTC
159
WhitTier Trust Company
Nevada
$26K – – –
CAC
160
Certified Advisory Corp
Florida
$26K +$398 +27 +2%
AC
161
Avestar Capital
New York
$22K – – –
SHJ
162
Sharkey, Howes & Javer
Colorado
$22K – – –
RWA
163
Ropes Wealth Advisors
Massachusetts
$14K – – –
SFM
164
Signet Financial Management
New Jersey
$14K +$13.8K +936 New
KCPG
165
Kavar Capital Partners Group
Kansas
$14K +$14.2K +962 New
FMB
166
Field & Main Bank
Kentucky
$13K – – –
HR
167
Howe & Rusling
New York
$13K – – –
PG
168
Patten Group
Tennessee
$13K – – –
APP
169
Avantax Planning Partners
Iowa
$11K +$11.1K +753 New
GFP
170
Gryphon Financial Partners
Ohio
$9K – – –
MFBTD
171
MB Financial Bank - Trust Department
Illinois
$9K – – –
EWM
172
Edge Wealth Management
New York
$8K – – –
PCTC
173
Perkins Coie Trust Company
Washington
$7K – – –
1IA
174
1834 Investment Advisors
Wisconsin
$5K – – –
RFA
175
Reilly Financial Advisors
California
$4K – – –
5 6
7
8 9

NVG Hedge Fund Activity: Q1 2018 in Review

173 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2018, worth a combined $285M — down 8% from $309M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NVG and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $4.57M. The largest seller was Wells Fargo, cutting an estimated $6.79M.

  • 173 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2018, down from 180 in Q4 2017.
  • Funds reported $285M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2018, down 8% quarter-over-quarter.
  • 16 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2018 and 22 closed out, a net change of -6 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $4.57M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2018 was Wells Fargo, an estimated $6.79M sold.

Based on aggregated 13F filings for Q1 2018.