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Nuveen AMT-Free Municipal Credit Income Fund

243 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 39

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 10.81%10.8% (-0.01%)

4% less capital invested

Capital invested by funds: $414M → $397M (-$17M)

2% less funds holding

Funds holding: 249243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
87
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$61.5M -$14K -788 -0%
Wells Fargo
2
Wells Fargo
California
$23.3M +$1.11M +62,652 +5%
Morgan Stanley
3
Morgan Stanley
New York
$22.2M +$202K +11,347 +0.9%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$18.5M +$5.95M +334,507 +45%
VanEck Associates
5
VanEck Associates
New York
$16.1M +$1.01M +56,798 +6%
UBS Group
6
UBS Group
Switzerland
$14.5M -$4.86M -273,220 -24%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.9M +$194K +10,934 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.3M +$1.1M +62,017 +10%
LPL Financial
9
LPL Financial
California
$11M +$914K +51,388 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.23M +$269K +15,153 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.58M +$209K +11,767 +3%
Bank of America
12
Bank of America
North Carolina
$7.45M +$769K +43,246 +11%
JFGIW
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.24M -$302K -17,000 -4%
Stifel Financial
14
Stifel Financial
Missouri
$7.09M -$914K -51,419 -11%
RJA
15
Raymond James & Associates
Florida
$7.01M +$586K +32,961 +9%
N
16
Natixis
France
$6.4M +$101K +5,700 +2%
Ameriprise
17
Ameriprise
Minnesota
$5.34M +$91.5K +5,145 +2%
SIA
18
Sit Investment Associates
Minnesota
$5.13M -$978K -55,000 -16%
KAS
19
Kestra Advisory Services
Texas
$4.5M +$577K +32,466 +14%
DLG
20
Daniel L. Goodwin
$4.33M
PAG
21
Private Advisor Group
New Jersey
$4.04M +$466K +26,196 +12%
Cohen & Steers
22
Cohen & Steers
New York
$4.01M +$133K +7,461 +3%
Truist Financial
23
Truist Financial
North Carolina
$3.88M +$102K +5,741 +3%
DTIM
24
Danda Trouve Investment Management
Kansas
$3.81M +$86.8K +4,882 +2%
Creative Planning
25
Creative Planning
Kansas
$3.67M +$360K +20,241 +10%

NVG Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2021, worth a combined $397M — down 4.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVG positions and 18 closed out — a net gain of 3 holders — while 87 added to existing stakes and 39 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.95M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.82M sold.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2021, down from 249 in Q2 2021.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2021 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.95M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2021.