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Nuveen AMT-Free Municipal Credit Income Fund

184 hedge funds and large institutions have $307M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $283M → $307M (+$24.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 9.53%9.26% (-0.27%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 187184 (-3)

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
48
Reduced
41
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
176
Avantax Planning Partners
Iowa
$11K +$11.1K +753 New
AA
177
Ancora Advisors
Ohio
$11K +$11.3K +765 New
EWM
178
Edge Wealth Management
New York
$8K
PCTC
179
Perkins Coie Trust Company
Washington
$7K
DWM
180
Destination Wealth Management
California
$7K +$7.11K +481 New
1IA
181
1834 Investment Advisors
Wisconsin
$5K
MFBTD
182
MB Financial Bank - Trust Department
Illinois
$4K
RFA
183
Reilly Financial Advisors
California
$4K
FHB
184
First Hawaiian Bank
Hawaii
$4K +$4.54K +307 New
RE
185
RBC Europe
United Kingdom
$2.84K
JCM
186
Jacobi Capital Management
Pennsylvania
$2K
WEC
187
Winslow Evans & Crocker
Massachusetts
$2K
BWM
188
Baystate Wealth Management
Massachusetts
$1K +$15 +1 +1%
SG Americas Securities
189
SG Americas Securities
New York
-$1.19M -81,663 Closed
OIA
190
OneDigital Investment Advisors
Kansas
-$667K -45,702 Closed
SEI Investments
191
SEI Investments
Pennsylvania
-$540K -36,991 Closed
Goldman Sachs
192
Goldman Sachs
New York
-$384K -26,327 Closed
AWM
193
AE Wealth Management
Kansas
-$317K -21,709 Closed
SS
194
Simplicity Solutions
Minnesota
-$273K -18,727 Closed
Millennium Management
195
Millennium Management
New York
-$243K -16,634 Closed
DA
196
Doliver Advisors
Texas
-$234K -16,047 Closed
M&T Bank
197
M&T Bank
New York
-$197K -13,520 Closed
CF
198
Centaurus Financial
California
-$182K -12,457 Closed
AA
199
AQR Arbitrage
Connecticut
-$178K -12,174 Closed
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
-$170 -11,639 Closed

NVG Hedge Fund Activity: Q3 2018 in Review

184 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2018, worth a combined $307M — up 8.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NVG and 19 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 48 added.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $3.57M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.48M.

  • 184 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2018, down from 187 in Q2 2018.
  • Funds reported $307M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 19 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2018 and 21 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2018 was Robinson Capital Management, an estimated $3.57M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2018 was Parametric Portfolio Associates, an estimated $8.48M sold.

Based on aggregated 13F filings for Q3 2018.