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Nuveen AMT-Free Municipal Credit Income Fund

174 hedge funds and large institutions have $380M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2016 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 39 increasing their positions, 1 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,800% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 1

1,210% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 10

304% more capital invested

Capital invested by funds: $94M → $380M (+$286M)

228% more funds holding

Funds holding: 53174 (+121)

13.33% less ownership

Funds ownership: 24.86%11.53% (-13%)

Holders
174
Holders Change
+121
Holders Change %
+228.3%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.13%
New
131
Increased
39
Reduced
1
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$51.5M +$16.7M +1,067,653 +51%
KIM
2
Karpus Investment Management
New York
$40M +$25.2M +1,608,233 +189%
UBS Group
3
UBS Group
Switzerland
$36.4M +$32.6M +2,080,538 +1,321%
Morgan Stanley
4
Morgan Stanley
New York
$35M +$31.4M +2,003,547 +1,334%
GC
5
Guggenheim Capital
Illinois
$16M +$12M +769,119 +357%
OHA
6
Oak Hill Advisors
New York
$13M +$12.5M +797,316 New
AAM
7
Advisors Asset Management
Colorado
$10.8M +$7.79M +497,280 +296%
MSL
8
Mackay Shields LLC
New York
$10.4M +$10M +639,783 New
LPL Financial
9
LPL Financial
California
$9.02M +$7.25M +463,390 +512%
VanEck Associates
10
VanEck Associates
New York
$8.57M +$7.14M +456,127 +640%
RJA
11
Raymond James & Associates
Florida
$7.35M +$3.08M +196,872 +77%
RCM
12
Robinson Capital Management
Michigan
$6.11M +$5.88M +375,504 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.41M +$2.95M +188,576 +131%
OA
14
Oxbow Advisors
Texas
$5.15M +$4.96M +316,502 New
HighTower Advisors
15
HighTower Advisors
Illinois
$4.73M +$2.54M +162,048 +126%
DLG
16
Daniel L. Goodwin
$4.58M +$4.41M +281,788 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.53M +$3.32M +212,231 +319%
FFA
18
First Foundation Advisors
California
$4.48M +$3.73M +238,371 +637%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$3.73M +238,026 +928%
Bank of America
20
Bank of America
North Carolina
$4.26M +$3.87M +247,355 +1,673%
CIA
21
Capital Investment Advisors
Georgia
$4.08M +$2.91M +185,993 +286%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$3.83M +$3.69M +235,380 New
Stifel Financial
23
Stifel Financial
Missouri
$3.29M +$3.17M +202,456 New
Creative Planning
24
Creative Planning
Kansas
$3.17M +$2.96M +188,770 +2,921%
NCM
25
Newgate Capital Management
Connecticut
$3.05M +$2.95M +188,667 New

NVG Hedge Fund Activity: Q2 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2016, worth a combined $380M — up 304% from $94M a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new NVG positions and 10 closed out — a net gain of 121 holders — while 39 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, adding an estimated $32.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $9.09M sold.

  • 174 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2016, up from 53 in Q1 2016.
  • Funds reported $380M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2016, up 304% quarter-over-quarter.
  • 131 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2016 and 10 closed out, a net change of +121 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2016 was UBS Group, an estimated $32.6M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $9.09M sold.

Based on aggregated 13F filings for Q2 2016.