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Nuveen AMT-Free Municipal Credit Income Fund

240 hedge funds and large institutions have $426M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% more ownership

Funds ownership: 17.46%19.31% (+1.9%)

2% less capital invested

Capital invested by funds: $436M → $426M (-$10.6M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 243240 (-3)

15% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 86

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
73
Reduced
86
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$60.7M +$13.2M +1,173,046 +25%
Morgan Stanley
2
Morgan Stanley
New York
$36.5M +$6.95M +616,278 +21%
SIA
3
Sit Investment Associates
Minnesota
$27.4M -$3.84M -340,505 -11%
SCM
4
Saba Capital Management
New York
$17.8M +$13.5M +1,200,694 +227%
LSC
5
Logan Stone Capital
Illinois
$14.7M +$6.87M +609,638 +75%
VanEck Associates
6
VanEck Associates
New York
$14.6M +$189K +16,787 +1%
UBS Group
7
UBS Group
Switzerland
$13M -$1.81M -160,912 -11%
GC
8
Guggenheim Capital
Illinois
$12.7M +$882K +78,241 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.3M +$2.5M +221,689 +23%
RCM
10
Robinson Capital Management
Michigan
$11.9M +$3.18M +282,194 +32%
KIM
11
Karpus Investment Management
New York
$10.5M +$599K +53,164 +6%
Wells Fargo
12
Wells Fargo
California
$10.1M -$542K -48,134 -5%
PCM
13
Penserra Capital Management
California
$8.78M +$4.24M +375,844 +79%
Bank of America
14
Bank of America
North Carolina
$7.97M -$1.48M -131,496 -15%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$7.89M +$211K +18,761 +3%
AA
16
AQR Arbitrage
Connecticut
$6.86M +$3.94M +349,495 +111%
LPL Financial
17
LPL Financial
California
$6.05M +$91.6K +8,124 +1%
Stifel Financial
18
Stifel Financial
Missouri
$5.45M -$147K -13,037 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.18M -$135K -11,978 -2%
AAM
20
Advisors Asset Management
Colorado
$4.94M +$436K +38,715 +9%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$4.64M -$832K -73,825 -14%
CA
22
Cornerstone Advisory
Maryland
$4.61M -$472K -41,901 -9%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.45M -$1.83M -162,500 -27%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.32M +$89.5K +7,942 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.95M -$459K -40,742 -10%

NVG Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2023, worth a combined $426M — down 2.4% from $436M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NVG and 21 opened new positions — a net loss of 1 holder — while 86 trimmed existing stakes and 73 added.

The largest buyer was Saba Capital Management, adding an estimated $13.5M. The largest seller was Sit Investment Associates, cutting an estimated $3.84M.

  • 240 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $426M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2023 and 22 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $13.5M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2023 was Sit Investment Associates, an estimated $3.84M sold.

Based on aggregated 13F filings for Q3 2023.