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Nuveen AMT-Free Municipal Credit Income Fund
NVG

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: 2 → 4 (+2)

11% more capital invested

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

9% more funds holding

Funds holding: 243 → 265 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.01M
2
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$2.6M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.48M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.48M
3
STA
Summit Trail Advisors
New York
-$1.29M
4
VanEck Associates
VanEck Associates
New York
-$1.13M
5
KAS
Kestra Advisory Services
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
201
Graves Light Lenhart Wealth
Virginia
$149K – – –
AIP
202
Ahrens Investment Partners
Louisiana
$146K +$142K +8,163 New
NSIM
203
North Star Investment Management
Illinois
$134K – – –
SWM
204
Selective Wealth Management
Virginia
$123K – – –
MWM
205
Mascoma Wealth Management
New Hampshire
$111K – – –
HBT
206
Hills Bank & Trust
Iowa
$101K +$98.5K +5,650 New
MA
207
Montag & Associates
Georgia
$94K +$576 +33 +0.6%
AIM
208
Anchor Investment Management
South Carolina
$91.8K – – –
CFA
209
Carroll Financial Associates
North Carolina
$89K +$8.35K +479 +10%
COCM
210
Charter Oak Capital Management
New Hampshire
$87K – – –
PMFA
211
Plante Moran Financial Advisors
Michigan
$81K -$92.3K -5,295 -54%
ED
212
Exane Derivatives
France
$80.5K – – –
BFEC
213
Benjamin F. Edwards & Company
Missouri
$76K – – –
DAM
214
Delta Asset Management
Tennessee
$76K – – –
TIM
215
Tortoise Investment Management
New York
$73K – – –
CNBTD
216
Citizens National Bank Trust Department
Mississippi
$72K +$69.8K +4,000 New
CCM
217
Chilton Capital Management
Texas
$71K +$69.2K +3,967 New
SA
218
SRH Advisors
Kansas
$70K – – –
BFC
219
Bedel Financial Consulting
Indiana
$64K – – –
AF
220
Allworth Financial
California
$62K +$1.03K +59 +2%
FCFS
221
First Command Financial Services
Texas
$59K – – –
FCB
222
First Command Bank
Texas
$57K – – –
TCM
223
Tradewinds Capital Management
Washington
$56K – – –
CB
224
Community Bank
New York
$54K – – –
CWP
225
Concord Wealth Partners
Virginia
$54K – – –
7 8
9
10 11

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.