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Nuveen AMT-Free Municipal Credit Income Fund

172 hedge funds and large institutions have $316M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

6% more funds holding

Funds holding: 163172 (+9)

0.32% less ownership

Funds ownership: 10.4%10.08% (-0.32%)

1% less capital invested

Capital invested by funds: $320M → $316M (-$4.71M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
48
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.8M -$10.2M -661,667 -18%
UBS Group
2
UBS Group
Switzerland
$34.8M +$350K +22,629 +1%
Morgan Stanley
3
Morgan Stanley
New York
$25.9M -$1.32M -85,424 -5%
PPA
4
Parametric Portfolio Associates
Washington
$24.2M +$8.74M +565,432 +56%
MSL
5
Mackay Shields LLC
New York
$17.4M
VanEck Associates
6
VanEck Associates
New York
$7.75M +$309K +20,008 +4%
CA
7
Cornerstone Advisory
Maryland
$6.89M -$216K -13,994 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.86M +$2.78M +179,795 +68%
GC
9
Guggenheim Capital
Illinois
$6.52M +$64.2K +4,152 +1%
AAM
10
Advisors Asset Management
Colorado
$6.36M -$741K -47,945 -10%
SIA
11
Sit Investment Associates
Minnesota
$6.35M +$373K +24,100 +6%
LPL Financial
12
LPL Financial
California
$6.29M +$28.7K +1,857 +0.5%
RCM
13
Robinson Capital Management
Michigan
$4.81M -$822K -53,193 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.52M +$215K +13,919 +5%
Stifel Financial
15
Stifel Financial
Missouri
$4.46M +$269K +17,421 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.35M +$245K +15,830 +6%
DLG
17
Daniel L. Goodwin
$4.2M
RJA
18
Raymond James & Associates
Florida
$4.17M -$1.88M -121,522 -31%
Ameriprise
19
Ameriprise
Minnesota
$3.59M +$144K +9,286 +4%
Invesco
20
Invesco
Georgia
$3.42M +$933K +60,360 +37%
Cohen & Steers
21
Cohen & Steers
New York
$3.37M +$445K +28,798 +15%
CIA
22
Capital Investment Advisors
Georgia
$3.27M -$82.5K -5,337 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.03M -$1.47M -94,899 -33%
Creative Planning
24
Creative Planning
Kansas
$2.86M +$308K +19,931 +12%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.82M -$206K -13,305 -7%

NVG Hedge Fund Activity: Q3 2017 in Review

172 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2017, worth a combined $316M — down 1.5% from $320M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NVG positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 37 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $8.74M. The largest seller was Wells Fargo, cutting an estimated $10.2M.

  • 172 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $316M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2017 and 12 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $8.74M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2017 was Wells Fargo, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2017.