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Nuveen AMT-Free Municipal Credit Income Fund

52 hedge funds and large institutions have $91.4M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $82.7M → $91.4M (+$8.71M)

5.67% more ownership

Funds ownership: 19.93%25.6% (+5.7%)

4% more funds holding

Funds holding: 5052 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
19
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$30.4M +$695K +49,504 +2%
KIM
2
Karpus Investment Management
New York
$13.3M +$2.04M +144,942 +19%
PPA
3
Parametric Portfolio Associates
Washington
$8.44M -$291K -20,714 -3%
RCM
4
Rivernorth Capital Management
Florida
$6.02M +$245K +17,467 +4%
RJA
5
Raymond James & Associates
Florida
$3.66M -$306K -21,756 -8%
AAM
6
Advisors Asset Management
Colorado
$3.22M -$350K -24,920 -10%
SIA
7
Sit Investment Associates
Minnesota
$2.76M +$851K +60,598 +47%
Morgan Stanley
8
Morgan Stanley
New York
$2.21M +$316K +22,479 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.2M -$23.3K -1,658 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.9M -$43.3K -3,081 -2%
UBS Group
11
UBS Group
Switzerland
$1.82M -$14K -999 -0.8%
GC
12
Guggenheim Capital
Illinois
$1.74M +$1.15M +82,073 +216%
LPL Financial
13
LPL Financial
California
$1.41M +$832K +59,234 +157%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.12M +$90.7K +6,454 +9%
COLIM
15
City of London Investment Management
United Kingdom
$1.04M -$250K -17,800 -20%
CIA
16
Capital Investment Advisors
Georgia
$943K +$34K +2,420 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$782K +$351K +25,020 +86%
VanEck Associates
18
VanEck Associates
New York
$758K +$131K +9,340 +22%
HCM
19
Hilton Capital Management
New York
$710K
LCM
20
Landscape Capital Management
New Jersey
$697K +$166K +11,836 +33%
IA
21
IFP Advisors
Florida
$662K +$642K +45,714 New
YP
22
Yellowstone Partners
Idaho
$650K
FIMG
23
Financial & Investment Management Group
Michigan
$649K -$22.1K -1,575 -3%
SIM
24
Sadoff Investment Management
Wisconsin
$388K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$350K

NVG Hedge Fund Activity: Q4 2015 in Review

52 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2015, worth a combined $91.4M — up 11% from $82.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NVG positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.04M. The largest seller was PT Asset Management, exiting entirely with an estimated $717K sold.

  • 52 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2015, up from 50 in Q3 2015.
  • Funds reported $91.4M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2015, up 11% quarter-over-quarter.
  • 9 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2015 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2015 was Karpus Investment Management, an estimated $2.04M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2015 was PT Asset Management, an estimated $717K sold.

Based on aggregated 13F filings for Q4 2015.