We are live on ! Find out more
NVG icon

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
CB
201
Community Bank
New York
$51K +$43.4K +2,600 +650%
EIP
202
Ellis Investment Partners
Pennsylvania
$50K
TC
203
Truvestments Capital
Florida
$50K +$25K +1,497 +100%
EVM
204
Eaton Vance Management
Massachusetts
$49K +$48.2K +2,888 New
CHA
205
Carmichael Hill & Associates
Maryland
$47K
APWM
206
Atlas Private Wealth Management
New York
$47K +$584 +35 +1%
WT
207
Washington Trust
Rhode Island
$46K
PCG
208
Private Capital Group
Connecticut
$44K
CAL
209
Capital Analysts LLC
Pennsylvania
$43K -$19.9K -1,194 -32%
CFD
210
Creative Financial Designs
Indiana
$42K
PFPT
211
Pinnacle Financial Partners (Tennessee)
Tennessee
$42K
SSB
212
Sandy Spring Bank
Maryland
$42K
CBT
213
CoreFirst Bank & Trust
Kansas
$39K -$14.8K -889 -28%
NL
214
NVWM LLC
Pennsylvania
$36K
CAC
215
Certified Advisory Corp
Florida
$36K +$35.3K +2,116 New
RWB
216
RMR Wealth Builders
New Jersey
$35K +$34.3K +2,055 New
PWA
217
Phoenix Wealth Advisors
North Carolina
$33K
JMF
218
Johnson Midwest Financial
Iowa
$32K +$250 +15 +0.8%
VFA
219
Valeo Financial Advisors
Indiana
$25K
NFSG
220
Newbridge Financial Services Group
Florida
$24K
CTC
221
Central Trust Company
Missouri
$24K +$23.4K +1,400 New
SIS
222
Sound Income Strategies
Florida
$19.1K
DOA
223
D'Orazio & Associates
Virginia
$17K
MHR
224
Matthew Hamilton Rosenberg
$17K
BAM
225
Bellevue Asset Management
Washington
$16K

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.