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Nuveen AMT-Free Municipal Credit Income Fund

50 hedge funds and large institutions have $59.5M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $48.8M → $59.5M (+$10.7M)

3.1% more ownership

Funds ownership: 12.2%15.3% (+3.1%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

2% less funds holding

Funds holding: 5150 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$9.31M +$6.36M +510,067 +228%
PPA
2
Parametric Portfolio Associates
Washington
$9.28M +$5.29M +423,818 +138%
Wells Fargo
3
Wells Fargo
California
$5.3M +$1.41M +113,243 +37%
GC
4
Guggenheim Capital
Illinois
$4.4M +$186K +14,919 +4%
Morgan Stanley
5
Morgan Stanley
New York
$3.73M +$758K +60,798 +26%
U
6
UBS
Switzerland
$3.47M -$623K -49,932 -15%
CRAM
7
Claren Road Asset Management
New York
$2.71M
NCM
8
Newgate Capital Management
Connecticut
$2.44M +$331K +26,503 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.96M +$558K +44,700 +41%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.91M +$1.88M +150,496 New
BTS
11
BB&T Securities
Virginia
$1.65M +$13.3K +1,066 +9%
Invesco
12
Invesco
Georgia
$1.61M -$2.86M -229,432 -64%
TC
13
TFS Capital
Pennsylvania
$1.09M -$392K -31,451 -27%
AQR Capital Management
14
AQR Capital Management
Connecticut
$1.03M +$1.01M +80,917 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$942K +$775K +62,158 +516%
TCM
16
Texan Capital Management
Texas
$932K -$844K -67,622 -48%
CA
17
Cornerstone Advisors
North Carolina
$789K
ACM
18
Argentus Capital Management
Texas
$787K -$81.7K -6,547 -10%
Bank of America
19
Bank of America
North Carolina
$551K -$49.9K -3,997 -8%
DA
20
Doliver Advisors
Texas
$528K -$399K -32,009 -43%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$505K -$496K -39,730 -50%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$473K
ST
23
Sentinel Trust
Texas
$449K +$441K +35,383 New
HCM
24
Hilton Capital Management
New York
$389K
HK
25
Horizon Kinetics
New York
$371K +$78K +6,250 +27%

NVG Hedge Fund Activity: Q3 2013 in Review

50 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2013, worth a combined $59.5M — up 22% from $48.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NVG and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $6.36M. The largest seller was Invesco, cutting an estimated $2.86M.

  • 50 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2013, down from 51 in Q2 2013.
  • Funds reported $59.5M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2013, up 22% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2013 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2013 was Karpus Investment Management, an estimated $6.36M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2013 was Invesco, an estimated $2.86M sold.

Based on aggregated 13F filings for Q3 2013.