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Nuveen AMT-Free Municipal Credit Income Fund
NVG

218 hedge funds and large institutions have $391M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $371M → $391M (+$20M)

0.09% more ownership

Funds ownership: 11.82% → 11.91% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 222 → 218 (-4)

Holders
218
Holders Change
-4
Holders Change %
-1.8%
% of All Funds
4.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
72
Reduced
46
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$15.4M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$7.64M
3
RCM
Robinson Capital Management
Michigan
+$4.1M
4
SIA
Sit Investment Associates
Minnesota
+$2.42M
5
RCM
Rivernorth Capital Management
Florida
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$15.8M
2
OA
Oxbow Advisors
Texas
-$5.38M
3
VCM
Vivaldi Capital Management
Illinois
-$4.15M
4
N
Natixis
France
-$3.97M
5
LCM
Landscape Capital Management
New Jersey
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$165K -$1.29M -87,830 -89%
PAM
152
Peak Asset Management
Colorado
$165K -$55.8K -3,800 -26%
GAG
153
GM Advisory Group
New York
$165K – – –
OC
154
Oarsman Capital
Wisconsin
$161K – – –
HVIA
155
Hudson Valley Investment Advisors
New York
$160K – – –
KeyBank National Association
156
KeyBank National Association
Ohio
$160K – – –
CIA
157
Choate Investment Advisors
Massachusetts
$153K +$147K +10,000 New
IAN
158
Integrated Advisors Network
Texas
$153K +$147K +10,000 New
CF
159
Centaurus Financial
California
$120K +$367 +25 +0.3%
NSIM
160
North Star Investment Management
Illinois
$114K – – –
GI
161
Gradient Investments
Minnesota
$109K -$11.1K -754 -10%
SWM
162
Selective Wealth Management
Virginia
$105K – – –
WR
163
Watson Rebecca
$94K +$90.5K +6,170 New
EP
164
Eudaimonia Partners
Tennessee
$87K – – –
SFS
165
Sowell Financial Services
Arkansas
$85K +$15 +1 +0%
CFA
166
Carroll Financial Associates
North Carolina
$72K – – –
DAM
167
Delta Asset Management
Tennessee
$65K -$48.1K -3,277 -44%
LWA
168
Lenox Wealth Advisors
New York
$63K +$60.2K +4,105 New
AIM
169
Anchor Investment Management
South Carolina
$61.2K – – –
SA
170
SRH Advisors
Kansas
$60K – – –
AssetMark Inc
171
AssetMark Inc
California
$59K +$57K +3,888 New
FWM
172
Filbrandt Wealth Management
Wisconsin
$56K +$54.1K +3,690 New
BFC
173
Bedel Financial Consulting
Indiana
$54K – – –
FWM
174
FSA Wealth Management
Massachusetts
$52K – – –
PCG
175
Private Capital Group
Connecticut
$51K – – –
5 6
7
8 9

NVG Hedge Fund Activity: Q2 2020 in Review

218 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2020, worth a combined $391M — up 5.4% from $371M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVG and 22 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 72 added.

The largest buyer was Guggenheim Capital, adding an estimated $15.4M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $15.8M sold.

  • 218 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2020, down from 222 in Q1 2020.
  • Funds reported $391M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2020, up 5.4% quarter-over-quarter.
  • 22 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2020 was Guggenheim Capital, an estimated $15.4M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2020 was Karpus Investment Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.