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Nuveen Municipal Credit Opportunities Fund

40 hedge funds and large institutions have $97.1M invested in Nuveen Municipal Credit Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $80.6M → $97.1M (+$16.5M)

11% more funds holding

Funds holding: 3640 (+4)

1.02% more ownership

Funds ownership: 10.78%11.8% (+1%)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.5M -$2.04M -137,250 -5%
UBS Group
2
UBS Group
Switzerland
$17.1M +$1.43M +95,962 +10%
RCM
3
Robinson Capital Management
Michigan
$5.33M +$743K +50,000 +17%
Wells Fargo
4
Wells Fargo
California
$5.26M -$61.7K -4,151 -1%
Bank of America
5
Bank of America
North Carolina
$4.81M +$3.82M +257,019 +468%
Cohen & Steers
6
Cohen & Steers
New York
$4.77M +$1.36M +91,285 +42%
VanEck Associates
7
VanEck Associates
New York
$3.89M +$344K +23,167 +10%
GC
8
Guggenheim Capital
Illinois
$3.05M +$1.83M +123,021 +164%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.48M +$101K +6,824 +4%
AAM
10
Advisors Asset Management
Colorado
$2.02M +$680K +45,760 +54%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.46M +$241K +16,209 +21%
KAS
12
Kestra Advisory Services
Texas
$1.12M +$25.3K +1,705 +2%
Stifel Financial
13
Stifel Financial
Missouri
$759K +$39.1K +2,631 +6%
6M
14
6 Meridian
Kansas
$752K -$105K -7,079 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$621K +$19.2K +1,290 +3%
SWP
16
Stratos Wealth Partners
Ohio
$618K +$2.78K +187 +0.5%
WS
17
Wedbush Securities
California
$608K -$243K -16,316 -29%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$518K +$4.93K +332 +1%
GSEP
19
Golden State Equity Partners
California
$517K +$498K +33,480 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$455K +$3.27K +220 +0.8%
DADC
21
D.A. Davidson & Co
Montana
$443K +$4.12K +277 +1%
KWM
22
Kingsview Wealth Management
Oregon
$407K +$181K +12,200 +88%
Citadel Advisors
23
Citadel Advisors
Florida
$327K +$102K +6,895 +48%
RJA
24
Raymond James & Associates
Florida
$304K +$293K +19,688 New
BFG
25
Berger Financial Group
Minnesota
$260K

NMCO Hedge Fund Activity: Q2 2021 in Review

40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Credit Opportunities Fund (NMCO) for Q2 2021, worth a combined $97.1M — up 20% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NMCO positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $2.04M.

  • 40 institutional investors held Nuveen Municipal Credit Opportunities Fund (NMCO) as of Q2 2021, up from 36 in Q1 2021.
  • Funds reported $97.1M of Nuveen Municipal Credit Opportunities Fund stock for Q2 2021, up 20% quarter-over-quarter.
  • 6 funds opened new Nuveen Municipal Credit Opportunities Fund positions in Q2 2021 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal Credit Opportunities Fund buyer in Q2 2021 was Bank of America, an estimated $3.82M added.
  • The largest Nuveen Municipal Credit Opportunities Fund seller in Q2 2021 was Morgan Stanley, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2021.