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Nuveen AMT-Free Municipal Credit Income Fund

243 hedge funds and large institutions have $436M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $384M → $436M (+$51.8M)

1.92% more ownership

Funds ownership: 15.53%17.46% (+1.9%)

3% less funds holding

Funds holding: 250243 (-7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
88
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$55.1M +$17.9M +1,536,331 +48%
SIA
2
Sit Investment Associates
Minnesota
$35M +$7.39M +636,370 +27%
Morgan Stanley
3
Morgan Stanley
New York
$34.2M +$6.16M +530,470 +22%
UBS Group
4
UBS Group
Switzerland
$16.6M +$1.39M +119,670 +9%
VanEck Associates
5
VanEck Associates
New York
$16.4M +$657K +56,527 +4%
GC
6
Guggenheim Capital
Illinois
$13.5M -$7.97M -685,602 -37%
Wells Fargo
7
Wells Fargo
California
$12M -$1.08M -92,785 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.4M -$181K -15,565 -2%
KIM
9
Karpus Investment Management
New York
$11.3M +$3.72M +319,782 +50%
Bank of America
10
Bank of America
North Carolina
$10.6M -$1.37M -117,824 -12%
RCM
11
Robinson Capital Management
Michigan
$10.2M +$914K +78,626 +10%
LSC
12
Logan Stone Capital
Illinois
$9.57M +$1.59M +136,858 +20%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$8.73M +$1.25M +107,567 +17%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.96M +$744K +64,000 +12%
LPL Financial
15
LPL Financial
California
$6.77M +$602K +51,844 +10%
Stifel Financial
16
Stifel Financial
Missouri
$6.34M +$1.99M +171,375 +46%
SCM
17
Saba Capital Management
New York
$6.19M +$6.15M +529,202 New
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$6.13M -$710K -61,101 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.02M -$203K -17,510 -3%
CA
20
Cornerstone Advisory
Maryland
$5.72M +$74.7K +6,428 +1%
PCM
21
Penserra Capital Management
California
$5.56M +$344K +29,630 +7%
AAM
22
Advisors Asset Management
Colorado
$5.16M +$986K +84,887 +24%
Ameriprise
23
Ameriprise
Minnesota
$5.09M +$1.21M +104,453 +32%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.96M -$623K -53,637 -11%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.79M +$141K +12,172 +3%

NVG Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2023, worth a combined $436M — up 13% from $384M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NVG and 23 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 88 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $17.9M. The largest seller was Guggenheim Capital, cutting an estimated $7.97M.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $436M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2023 and 27 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $17.9M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2023.