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Nuveen Municipal Credit Opportunities Fund

56 hedge funds and large institutions have $99M invested in Nuveen Municipal Credit Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

4% less capital invested

Capital invested by funds: $103M → $99M (-$4.08M)

2.27% less ownership

Funds ownership: 19.39%17.12% (-2.3%)

8% less funds holding

Funds holding: 6156 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
12
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.1M -$15M -1,452,975 -47%
Bank of America
2
Bank of America
North Carolina
$13.1M -$285K -27,709 -2%
UBS Group
3
UBS Group
Switzerland
$11.4M +$1.23M +119,233 +12%
GC
4
Guggenheim Capital
Illinois
$11.2M -$239K -23,267 -2%
MPW
5
Melone Private Wealth
Michigan
$5.34M +$42.2K +4,103 +0.8%
RCM
6
Robinson Capital Management
Michigan
$4.77M +$2.96M +287,285 +162%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.26M +$40.1K +3,891 +1%
Wells Fargo
8
Wells Fargo
California
$2.78M +$369K +35,889 +16%
NMC
9
Nine Masts Capital
Hong Kong
$2.52M +$2.46M +238,745 New
LCM
10
Landscape Capital Management
New Jersey
$2.48M -$54.6K -5,302 -2%
AAM
11
Advisors Asset Management
Colorado
$1.96M -$921K -89,435 -33%
KIG
12
Kennedy Investment Group
New Jersey
$1.81M -$12.9K -1,253 -0.7%
CIA
13
Capital Investment Advisors
Georgia
$1.64M +$113K +11,000 +8%
GP
14
Gridiron Partners
Pennsylvania
$1.64M
AGM
15
Alpine Global Management
New York
$1.59M +$87.9K +8,535 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.45M +$162K +15,744 +13%
RJA
17
Raymond James & Associates
Florida
$1.2M +$201K +19,546 +21%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.2M +$366K +35,577 +46%
KAS
19
Kestra Advisory Services
Texas
$1.13M +$1.34K +130 +0.1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$936K +$776K +75,351 +570%
WAM
21
Wakefield Asset Management
Colorado
$820K +$53.6K +5,210 +7%
WAM
22
Wolverine Asset Management
Illinois
$791K +$297K +28,896 +63%
TWP
23
Tyche Wealth Partners
Texas
$678K +$206K +20,000 +45%
AP
24
Americana Partners
Texas
$579K
WA
25
WESPAC Advisors
California
$533K +$519K +50,468 New

NMCO Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Credit Opportunities Fund (NMCO) for Q1 2024, worth a combined $99M — down 4% from $103M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NMCO and 13 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Robinson Capital Management, adding an estimated $2.96M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 56 institutional investors held Nuveen Municipal Credit Opportunities Fund (NMCO) as of Q1 2024, down from 61 in Q4 2023.
  • Funds reported $99M of Nuveen Municipal Credit Opportunities Fund stock for Q1 2024, down 4% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal Credit Opportunities Fund positions in Q1 2024 and 18 closed out, a net change of -5 holders.
  • The largest Nuveen Municipal Credit Opportunities Fund buyer in Q1 2024 was Robinson Capital Management, an estimated $2.96M added.
  • The largest Nuveen Municipal Credit Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.