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Nuveen AMT-Free Municipal Credit Income Fund

55 hedge funds and large institutions have $87.9M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $76.3M → $87.9M (+$11.6M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 5455 (+1)

1.68% more ownership

Funds ownership: 19.99%21.67% (+1.7%)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
9
Reduced
18
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
$33.7M +$6.51M +496,601 +24%
PPA
2
Parametric Portfolio Associates
Washington
$9.77M +$941K +71,742 +11%
Wells Fargo
3
Wells Fargo
California
$8.75M +$478K +36,445 +6%
GC
4
Guggenheim Capital
Illinois
$3.31M -$286K -21,805 -8%
U
5
UBS
Switzerland
$2.77M -$463K -35,272 -15%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$2.44M +$155K +11,816 +7%
RCM
7
Rivernorth Capital Management
Florida
$2.35M +$2.31M +175,932 New
Morgan Stanley
8
Morgan Stanley
New York
$2.21M -$730K -55,622 -25%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.1M -$2.99K -228 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.07M +$189K +14,400 +10%
RJA
11
Raymond James & Associates
Florida
$2.04M +$2M +152,771 New
BTS
12
BB&T Securities
Virginia
$1.75M +$236 +18 +0.1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.52M
GEM
14
Global Endowment Management
North Carolina
$1.46M
NCM
15
Newgate Capital Management
Connecticut
$923K -$1.39M -105,639 -60%
TC
16
TFS Capital
Pennsylvania
$882K -$521K -39,699 -37%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$862K -$11.1K -850 -1%
DA
18
Doliver Advisors
Texas
$808K -$352K -26,808 -31%
CA
19
Cornerstone Advisors
North Carolina
$753K
CIA
20
Capital Investment Advisors
Georgia
$669K -$14.7K -1,124 -2%
YP
21
Yellowstone Partners
Idaho
$552K
AAM
22
Advisors Asset Management
Colorado
$509K +$501K +38,209 New
Bank of America
23
Bank of America
North Carolina
$465K -$11.8K -900 -3%
LPL Financial
24
LPL Financial
California
$406K -$11.1K -846 -3%
LCM
25
Landscape Capital Management
New Jersey
$397K -$6.7K -511 -2%

NVG Hedge Fund Activity: Q1 2014 in Review

55 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2014, worth a combined $87.9M — up 15% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NVG positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.51M. The largest seller was Coe Capital Management, exiting entirely with an estimated $1.4M sold.

  • 55 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2014, up from 54 in Q4 2013.
  • Funds reported $87.9M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2014, up 15% quarter-over-quarter.
  • 8 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2014 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2014 was Karpus Investment Management, an estimated $6.51M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2014 was Coe Capital Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2014.