We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund

240 hedge funds and large institutions have $426M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% more ownership

Funds ownership: 17.46%19.31% (+1.9%)

2% less capital invested

Capital invested by funds: $436M → $426M (-$10.6M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 243240 (-3)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
73
Reduced
86
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
201
FNY Investment Advisers
New York
$39K
DAM
202
Delta Asset Management
Tennessee
$37.4K
MA
203
Montag & Associates
Georgia
$34.5K
UB
204
UMB Bank
Missouri
$34.1K
Bessemer Group
205
Bessemer Group
New Jersey
$32K +$1.55K +138 +5%
CWP
206
Concord Wealth Partners
Virginia
$31K
CNBTD
207
Citizens National Bank Trust Department
Mississippi
$30.9K
ADL
208
Asset Dedication LLC
California
$30K
CT
209
Cambridge Trust
Massachusetts
$28.9K
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.9K
JMF
211
Johnson Midwest Financial
Iowa
$22.4K +$270 +24 +1%
HFS
212
Hantz Financial Services
Michigan
$20K +$20.4K +1,812 +1,970%
TCM
213
Tradewinds Capital Management
Washington
$19.9K
JFA
214
JNBA Financial Advisors
Minnesota
$19K
CHA
215
Carmichael Hill & Associates
Maryland
$16.6K
ATC
216
Adirondack Trust Company
New York
$16K
NSIM
217
North Star Investment Management
Illinois
$15.7K -$58.4K -5,183 -77%
TC
218
Truvestments Capital
Florida
$15.4K
AF
219
Allworth Financial
California
$12.2K -$41.9K -3,714 -76%
AWA
220
Authentikos Wealth Advisory
California
$12.2K +$13.3K +1,183 New
SIS
221
Sound Income Strategies
Florida
$11.7K
BLC
222
Brown, Lisle/Cummings
Rhode Island
$11.1K
MHR
223
Matthew Hamilton Rosenberg
$10.1K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$10K -$16.1K -1,429 -60%
BC
225
Bartlett & Co
Ohio
$10K -$16.1K -1,429 -60%

NVG Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2023, worth a combined $426M — down 2.4% from $436M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NVG and 21 opened new positions — a net loss of 1 holder — while 86 trimmed existing stakes and 73 added.

The largest buyer was Saba Capital Management, adding an estimated $13.5M. The largest seller was Sit Investment Associates, cutting an estimated $3.84M.

  • 240 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $426M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2023 and 22 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $13.5M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2023 was Sit Investment Associates, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2023.