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Nuveen AMT-Free Municipal Credit Income Fund
NVG

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: 245 → 242 (-3)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.32M
2
Truist Financial
Truist Financial
North Carolina
+$1.23M
3
COLIM
City of London Investment Management
United Kingdom
+$1.17M
4
VanEck Associates
VanEck Associates
New York
+$803K
5
Osaic Holdings
Osaic Holdings
Arizona
+$734K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.7M
2
Wells Fargo
Wells Fargo
California
-$4.96M
3
KAS
Kestra Advisory Services
Texas
-$3.85M
4
UBS Group
UBS Group
Switzerland
-$3.35M
5
N
Natixis
France
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
176
Quad-Cities Investment Group
Iowa
$172K +$1.37K +82 +0.8%
CIA
177
Choate Investment Advisors
Massachusetts
$169K – – –
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$169K +$167K +10,008 New
FWM
179
FSA Wealth Management
Massachusetts
$159K +$100K +6,000 +176%
FIA
180
FNY Investment Advisers
New York
$143K +$80K +4,791 +130%
GLLW
181
Graves Light Lenhart Wealth
Virginia
$141K – – –
NSIM
182
North Star Investment Management
Illinois
$127K – – –
MA
183
Montag & Associates
Georgia
$125K +$234 +14 +0.2%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$117K -$589K -35,259 -84%
SWM
185
Selective Wealth Management
Virginia
$116K – – –
MWM
186
Mascoma Wealth Management
New Hampshire
$104K +$103K +6,170 New
EP
187
Eudaimonia Partners
Tennessee
$96K – – –
AIM
188
Anchor Investment Management
South Carolina
$86.5K – – –
IAIM
189
International Assets Investment Management
Florida
$85K – – –
COCM
190
Charter Oak Capital Management
New Hampshire
$82K – – –
CFA
191
Carroll Financial Associates
North Carolina
$76K +$384 +23 +0.5%
PMFA
192
Plante Moran Financial Advisors
Michigan
$76K +$16.7K +1,000 +28%
DAM
193
Delta Asset Management
Tennessee
$72K – – –
SA
194
SRH Advisors
Kansas
$66K – – –
BFC
195
Bedel Financial Consulting
Indiana
$60K – – –
CFGS
196
Concourse Financial Group Securities
Alabama
$58K +$18.2K +1,088 +47%
FCB
197
First Command Bank
Texas
$56K – – –
FCFS
198
First Command Financial Services
Texas
$56K – – –
CWP
199
Concord Wealth Partners
Virginia
$53K – – –
TCM
200
Tradewinds Capital Management
Washington
$53K – – –
6 7
8
9 10

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.