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Nuveen AMT-Free Municipal Credit Income Fund

57 hedge funds and large institutions have $94.6M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5657 (+1)

2.08% less ownership

Funds ownership: 24.32%22.24% (-2.1%)

9% less capital invested

Capital invested by funds: $104M → $94.6M (-$9.39M)

62% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$33M -$6.03M -421,199 -15%
PPA
2
Parametric Portfolio Associates
Washington
$9.04M -$1.45M -101,328 -14%
Wells Fargo
3
Wells Fargo
California
$8.35M -$1.43M -99,689 -14%
RCM
4
Rivernorth Capital Management
Florida
$5.62M +$219K +15,300 +4%
BI
5
Bulldog Investors
New Jersey
$5.46M +$1.83M +127,867 +49%
RJA
6
Raymond James & Associates
Florida
$2.74M -$731K -50,998 -21%
GC
7
Guggenheim Capital
Illinois
$2.25M -$589K -41,111 -20%
AAM
8
Advisors Asset Management
Colorado
$2.17M +$675K +47,093 +44%
U
9
UBS
Switzerland
$2.11M -$616K -42,992 -22%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.91M -$567K -39,577 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.87M -$463K -32,325 -20%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.71M -$514K -35,864 -23%
BTS
13
BB&T Securities
Virginia
$1.48M -$36K -2,513 -19%
Morgan Stanley
14
Morgan Stanley
New York
$1.38M -$1.01M -70,838 -42%
IA
15
Icon Advisers
Colorado
$1.33M +$1.35M +94,112 New
SIA
16
Sit Investment Associates
Minnesota
$1.24M +$1.16M +81,110 +1,159%
MIG
17
Mariner Investment Group
New York
$966K +$471K +32,878 +92%
TC
18
TFS Capital
Pennsylvania
$910K +$924K +64,515 New
GEM
19
Global Endowment Management
North Carolina
$899K -$659K -46,000 -42%
CIA
20
Capital Investment Advisors
Georgia
$888K +$189K +13,215 +27%
DA
21
Doliver Advisors
Texas
$861K -$94.6K -6,601 -10%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$812K -$168K -11,718 -17%
CS
23
Credit Suisse
Switzerland
$665K +$675K +47,138 New
YP
24
Yellowstone Partners
Idaho
$653K +$51.6K +3,600 +8%
YCM
25
Yakira Capital Management
Connecticut
$621K +$631K +44,028 New

NVG Hedge Fund Activity: Q3 2014 in Review

57 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2014, worth a combined $94.6M — down 9% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NVG positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 29 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $1.83M. The largest seller was Karpus Investment Management, cutting an estimated $6.03M.

  • 57 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2014, up from 56 in Q2 2014.
  • Funds reported $94.6M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2014, down 9% quarter-over-quarter.
  • 7 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2014 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2014 was Bulldog Investors, an estimated $1.83M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2014 was Karpus Investment Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2014.