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Nuveen AMT-Free Municipal Credit Income Fund

222 hedge funds and large institutions have $371M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

2% more funds holding

Funds holding: 218222 (+4)

0.98% more ownership

Funds ownership: 10.84%11.82% (+0.98%)

4% less capital invested

Capital invested by funds: $388M → $371M (-$16.5M)

Holders
222
Holders Change
+4
Holders Change %
+1.83%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
61
Reduced
51
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$35.4M -$303K -18,808 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$31.2M +$2.18M +134,990 +7%
RCM
3
Rivernorth Capital Management
Florida
$27.4M +$5M +309,952 +20%
UBS Group
4
UBS Group
Switzerland
$18.8M -$2.04M -126,716 -9%
Wells Fargo
5
Wells Fargo
California
$17.8M -$94.3K -5,841 -0.5%
KIM
6
Karpus Investment Management
New York
$15.8M +$17.3M +1,073,568 New
SIA
7
Sit Investment Associates
Minnesota
$10.9M -$1.3M -80,478 -10%
VanEck Associates
8
VanEck Associates
New York
$10.8M -$1.41M -87,188 -11%
OA
9
Oxbow Advisors
Texas
$9.36M -$274K -17,003 -3%
RCM
10
Robinson Capital Management
Michigan
$9.05M +$2.37M +146,975 +31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.94M +$172K +10,629 +2%
N
12
Natixis
France
$8.61M +$5.1M +316,300 +117%
Osaic Holdings
13
Osaic Holdings
Arizona
$7.89M +$10.4M +642,976 New
LPL Financial
14
LPL Financial
California
$7.09M +$293K +18,163 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.87M +$1.36M +84,198 +22%
Bank of America
16
Bank of America
North Carolina
$6.66M -$435K -26,971 -6%
PCM
17
PenderFund Capital Management
British Columbia, Canada
$6.2M +$4.84M +300,000 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.07M +$523K +32,380 +8%
Ameriprise
19
Ameriprise
Minnesota
$5.31M -$120K -7,442 -2%
Cohen & Steers
20
Cohen & Steers
New York
$4.95M +$1.96M +121,437 +56%
Stifel Financial
21
Stifel Financial
Missouri
$4.42M -$1.05M -65,343 -18%
VCM
22
Vivaldi Capital Management
Illinois
$4.15M +$4.57M +282,918 New
DLG
23
Daniel L. Goodwin
$4M
CA
24
Cornerstone Advisory
Maryland
$3.67M +$32.4K +2,006 +0.8%
AA
25
AQR Arbitrage
Connecticut
$3.48M +$3.83M +237,410 New

NVG Hedge Fund Activity: Q1 2020 in Review

222 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q1 2020, worth a combined $371M — down 4.3% from $388M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NVG positions and 27 closed out — a net gain of 8 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $17.3M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $18.8M sold.

  • 222 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q1 2020, up from 218 in Q4 2019.
  • Funds reported $371M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q1 2020, down 4.3% quarter-over-quarter.
  • 35 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q1 2020 and 27 closed out, a net change of +8 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $17.3M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q1 2020 was Mackay Shields LLC, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2020.