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Nuveen Municipal Credit Opportunities Fund

61 hedge funds and large institutions have $103M invested in Nuveen Municipal Credit Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

23% more capital invested

Capital invested by funds: $84M → $103M (+$19.1M)

13% more funds holding

Funds holding: 5461 (+7)

3.14% more ownership

Funds ownership: 16.25%19.39% (+3.1%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.6M +$9.8M +1,019,667 +50%
Bank of America
2
Bank of America
North Carolina
$12.6M -$1.06M -110,447 -8%
GC
3
Guggenheim Capital
Illinois
$10.8M -$603K -62,740 -5%
UBS Group
4
UBS Group
Switzerland
$9.54M -$4.73M -491,945 -34%
MPW
5
Melone Private Wealth
Michigan
$4.99M +$661K +68,722 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.98M +$3.05M +316,895 +387%
AAM
7
Advisors Asset Management
Colorado
$2.74M -$1.04M -107,886 -28%
LCM
8
Landscape Capital Management
New Jersey
$2.39M +$2.18M +226,573 +1,710%
Wells Fargo
9
Wells Fargo
California
$2.26M +$509K +52,962 +30%
RCM
10
Robinson Capital Management
Michigan
$1.76M +$1.7M +177,196 New
KIG
11
Kennedy Investment Group
New Jersey
$1.72M -$137K -14,233 -8%
LSC
12
Logan Stone Capital
Illinois
$1.66M +$1.6M +166,263 New
GP
13
Gridiron Partners
Pennsylvania
$1.54M +$1.49M +154,849 New
CIA
14
Capital Investment Advisors
Georgia
$1.44M +$206K +21,450 +17%
AGM
15
Alpine Global Management
New York
$1.41M +$1.36M +141,465 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.21M -$689K -71,705 -37%
KAS
17
Kestra Advisory Services
Texas
$1.06M +$2.98K +310 +0.3%
LA
18
LexAurum Advisors
Kansas
$1M +$600K +62,405 +164%
RJA
19
Raymond James & Associates
Florida
$940K +$311K +32,370 +52%
Osaic Holdings
20
Osaic Holdings
Arizona
$778K +$360K +37,451 +92%
MG
21
Marex Group
$751K +$724K +75,300 New
WAM
22
Wakefield Asset Management
Colorado
$721K +$695K +72,309 New
AP
23
Americana Partners
Texas
$546K
WAM
24
Wolverine Asset Management
Illinois
$458K +$417K +43,395 +1,700%
TWP
25
Tyche Wealth Partners
Texas
$440K +$424K +44,145 New

NMCO Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Credit Opportunities Fund (NMCO) for Q4 2023, worth a combined $103M — up 23% from $84M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMCO positions and 10 closed out — a net gain of 8 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.8M. The largest seller was UBS Group, cutting an estimated $4.73M.

  • 61 institutional investors held Nuveen Municipal Credit Opportunities Fund (NMCO) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $103M of Nuveen Municipal Credit Opportunities Fund stock for Q4 2023, up 23% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal Credit Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal Credit Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.8M added.
  • The largest Nuveen Municipal Credit Opportunities Fund seller in Q4 2023 was UBS Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2023.