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Nuveen AMT-Free Municipal Credit Income Fund

242 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.32% less ownership

Funds ownership: 11.29%10.96% (-0.32%)

2% less capital invested

Capital invested by funds: $405M → $397M (-$7.83M)

1% less funds holding

Funds holding: 245242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
86
Reduced
52
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
151
Veritable
Delaware
$223K -$3.25K -195 -1%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$222K
MWM
153
Meridian Wealth Management
Kentucky
$222K
IWC
154
Integrated Wealth Concepts
Massachusetts
$221K +$501 +30 +0.2%
GG
155
Golden Green
South Carolina
$220K +$217K +12,989 New
CPC
156
Congress Park Capital
New York
$220K +$217K +13,000 New
AWM
157
AE Wealth Management
Kansas
$215K +$10.3K +620 +5%
WB
158
Webster Bank
Connecticut
$213K -$8.41K -504 -4%
AWG
159
Altus Wealth Group
Colorado
$206K
FNWM
160
Financial Network Wealth Management
Utah
$204K
GWM
161
Greenwich Wealth Management
Connecticut
$200K -$24.9K -1,494 -11%
GWM
162
Geneos Wealth Management
Colorado
$198K
SCM
163
Sterneck Capital Management
Missouri
$198K
FP
164
Financial Perspectives
Minnesota
$195K +$51.8K +3,101 +1,590%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$194K -$63.7K -3,814 -25%
CA
166
Cetera Advisors
Colorado
$191K -$434K -25,982 -70%
IAN
167
Integrated Advisors Network
Texas
$189K +$19.6K +1,173 +12%
BMD
168
Better Money Decisions
New Mexico
$188K +$185K +11,096 New
BHWM
169
Bar Harbor Wealth Management
New Hampshire
$187K +$184K +11,053 New
PAM
170
Peak Asset Management
Colorado
$183K -$15.6K -936 -8%
GAG
171
GM Advisory Group
New York
$183K
UCFA
172
United Capital Financial Advisors
Texas
$181K -$12.9K -770 -7%
OC
173
Oarsman Capital
Wisconsin
$181K +$3.34K +200 +2%
HVIA
174
Hudson Valley Investment Advisors
New York
$177K
GI
175
Gradient Investments
Minnesota
$175K +$53.6K +3,213 +45%

NVG Hedge Fund Activity: Q1 2021 in Review

242 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2021, worth a combined $397M — down 1.9% from $405M a quarter earlier.

Fund positioning in NVG was balanced in Q1 2021: 23 funds opened new positions, 23 closed out, 86 added to existing stakes and 52 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.32M. The largest seller was Morgan Stanley, cutting an estimated $6.7M.

  • 242 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2021, down from 245 in Q4 2020.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2021, down 1.9% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2021 and 23 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $3.32M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.