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Nuveen AMT-Free Municipal Credit Income Fund
NVG

265 hedge funds and large institutions have $439M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more capital invested

Capital invested by funds: $397M → $439M (+$42.5M)

9% more funds holding

Funds holding: 243 → 265 (+22)

0.69% more ownership

Funds ownership: 10.8% → 11.49% (+0.69%)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
95
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.01M
2
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$2.6M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$1.48M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.48M
3
STA
Summit Trail Advisors
New York
-$1.29M
4
VanEck Associates
VanEck Associates
New York
-$1.13M
5
KAS
Kestra Advisory Services
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$64.2M -$62.8K -3,601 -0.1%
Wells Fargo
2
Wells Fargo
California
$24.4M +$9.64K +553 +0%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M +$1.03M +59,255 +5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$23.5M +$4.01M +230,147 +21%
VanEck Associates
5
VanEck Associates
New York
$15.7M -$1.13M -64,697 -7%
UBS Group
6
UBS Group
Switzerland
$15.5M +$334K +19,148 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$14M +$491K +28,169 +4%
LPL Financial
8
LPL Financial
California
$12.1M +$558K +31,994 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12M +$183K +10,474 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.3M +$583K +33,404 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.78M +$840K +48,182 +11%
Bank of America
12
Bank of America
North Carolina
$8.2M +$399K +22,901 +5%
RJA
13
Raymond James & Associates
Florida
$7.68M +$344K +19,744 +5%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.24M -$323K -18,500 -4%
Stifel Financial
15
Stifel Financial
Missouri
$7.19M -$218K -12,523 -3%
N
16
Natixis
France
$7.11M +$410K +23,482 +6%
Ameriprise
17
Ameriprise
Minnesota
$5.55M -$60.9K -3,493 -1%
WAOTB
18
Wealth Advisors of Tampa Bay
Florida
$5.48M +$2.6M +149,163 +95%
SIA
19
Sit Investment Associates
Minnesota
$4.82M -$534K -30,595 -10%
DLG
20
Daniel L. Goodwin
$4.53M – – –
PAG
21
Private Advisor Group
New Jersey
$4.28M +$46K +2,638 +1%
DTIM
22
Danda Trouve Investment Management
Kansas
$4.15M +$165K +9,441 +4%
Creative Planning
23
Creative Planning
Kansas
$4.11M +$263K +15,060 +7%
Cohen & Steers
24
Cohen & Steers
New York
$4.11M -$87.2K -5,000 -2%
Truist Financial
25
Truist Financial
North Carolina
$4.03M -$24.6K -1,413 -0.6%
1
2 3 4 5

NVG Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2021, worth a combined $439M — up 11% from $397M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 19 closed out — a net gain of 24 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.01M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.48M.

  • 265 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $439M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.01M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2021 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.