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Nuveen Municipal Credit Opportunities Fund

54 hedge funds and large institutions have $84M invested in Nuveen Municipal Credit Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

17% more funds holding

Funds holding: 4654 (+8)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

0.56% less ownership

Funds ownership: 16.81%16.25% (-0.56%)

13% less capital invested

Capital invested by funds: $97M → $84M (-$13M)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$1.74M +158,641 +8%
UBS Group
2
UBS Group
Switzerland
$14M -$145K -13,257 -0.9%
Bank of America
3
Bank of America
North Carolina
$13.4M -$2.32M -212,130 -13%
GC
4
Guggenheim Capital
Illinois
$11.1M +$821K +74,999 +7%
MPW
5
Melone Private Wealth
Michigan
$4.19M +$164K +14,966 +4%
AAM
6
Advisors Asset Management
Colorado
$3.71M -$36.3K -3,315 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.87M +$194K +17,703 +10%
KIG
8
Kennedy Investment Group
New Jersey
$1.8M -$45.7K -4,178 -2%
Wells Fargo
9
Wells Fargo
California
$1.68M -$134K -12,217 -7%
CIA
10
Capital Investment Advisors
Georgia
$1.19M +$141K +12,850 +12%
KAS
11
Kestra Advisory Services
Texas
$1.03M -$29.7K -2,716 -2%
Millennium Management
12
Millennium Management
New York
$825K +$931K +85,112 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$793K +$334K +30,566 +60%
DLG
14
Daniel L. Goodwin
$730K +$142K +13,000 +21%
RJA
15
Raymond James & Associates
Florida
$600K +$28.6K +2,613 +4%
AP
16
Americana Partners
Texas
$531K
BRWA
17
B. Riley Wealth Advisors
Florida
$394K +$438 +40 +0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$393K +$57.2K +5,224 +15%
XF
19
XML Financial
Maryland
$385K
LA
20
LexAurum Advisors
Kansas
$368K +$415K +37,950 New
MWM
21
Melfa Wealth Management
Massachusetts
$354K -$19.3K -1,764 -5%
LPL Financial
22
LPL Financial
California
$302K +$67.3K +6,148 +25%
WS
23
Wedbush Securities
California
$296K -$2K -183 -0.6%
Invesco
24
Invesco
Georgia
$287K -$368K -33,674 -53%
First Trust Advisors
25
First Trust Advisors
Illinois
$259K -$63.5K -5,799 -18%

NMCO Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Credit Opportunities Fund (NMCO) for Q3 2023, worth a combined $84M — down 13% from $97M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NMCO positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.74M. The largest seller was VanEck Associates, exiting entirely with an estimated $2.73M sold.

  • 54 institutional investors held Nuveen Municipal Credit Opportunities Fund (NMCO) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $84M of Nuveen Municipal Credit Opportunities Fund stock for Q3 2023, down 13% quarter-over-quarter.
  • 14 funds opened new Nuveen Municipal Credit Opportunities Fund positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal Credit Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $1.74M added.
  • The largest Nuveen Municipal Credit Opportunities Fund seller in Q3 2023 was VanEck Associates, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2023.