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Nuveen AMT-Free Municipal Credit Income Fund

265 hedge funds and large institutions have $439M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

11% more capital invested

Capital invested by funds: $397M → $439M (+$42.5M)

9% more funds holding

Funds holding: 243265 (+22)

0.69% more ownership

Funds ownership: 10.8%11.49% (+0.69%)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
95
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
SouthState Corp
Florida
$291K +$283K +16,245 New
RIA
152
Realta Investment Advisors
Delaware
$288K -$1.76K -101 -0.6%
SS
153
Sunbelt Securities
Texas
$286K +$8.95K +513 +3%
PFS
154
Prospera Financial Services
Texas
$280K +$47.1K +2,700 +21%
PCS
155
Personal CFO Solutions
New Jersey
$278K -$22.3K -1,281 -8%
KWM
156
Kingsview Wealth Management
Oregon
$278K +$3.71K +213 +1%
CCG
157
Ceeto Capital Group
Florida
$267K
SBIA
158
Sheaff Brock Investment Advisors
Indiana
$264K
MWM
159
Meridian Wealth Management
Kentucky
$263K
IC
160
IEQ Capital
California
$259K
EWA
161
Exencial Wealth Advisors
Oklahoma
$259K +$4.31K +247 +2%
AWM
162
AE Wealth Management
Kansas
$254K +$22.2K +1,272 +10%
SPC
163
Sigma Planning Corp
Michigan
$253K +$1.15K +66 +0.5%
CAG
164
Csenge Advisory Group
Florida
$251K
VWA
165
Visionary Wealth Advisors
Illinois
$251K +$64.5K +3,696 +36%
OC
166
Oppenheimer & Co
New York
$249K +$907 +52 +0.4%
CNB
167
Camden National Bank
Maine
$239K +$232K +13,318 New
OA
168
Oxbow Advisors
Texas
$237K -$31.4K -1,801 -12%
V
169
Veritable
Delaware
$236K
Bank of New York Mellon
170
Bank of New York Mellon
New York
$229K -$75.3K -4,315 -25%
WB
171
Webster Bank
Connecticut
$226K
PA
172
PFG Advisors
Arizona
$225K +$219K +12,576 New
GG
173
Golden Green
South Carolina
$222K -$750 -43 -0.3%
SFA
174
Sequoia Financial Advisors
Ohio
$221K +$215K +12,338 New
SWM
175
Silverlake Wealth Management
Vermont
$221K +$215K +12,320 New

NVG Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2021, worth a combined $439M — up 11% from $397M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 19 closed out — a net gain of 24 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.01M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.48M.

  • 265 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $439M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.01M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2021 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.