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Nuveen Municipal Credit Opportunities Fund

54 hedge funds and large institutions have $120M invested in Nuveen Municipal Credit Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

11% more capital invested

Capital invested by funds: $108M → $120M (+$11.5M)

0.8% more ownership

Funds ownership: 17.92%18.72% (+0.8%)

8% less funds holding

Funds holding: 5954 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.2M +$10.4M +914,382 +55%
Bank of America
2
Bank of America
North Carolina
$16.1M +$1.08M +94,990 +7%
UBS Group
3
UBS Group
Switzerland
$12.6M -$441K -38,712 -3%
GC
4
Guggenheim Capital
Illinois
$12M +$427K +37,480 +4%
RCM
5
Robinson Capital Management
Michigan
$7.16M -$271K -23,790 -4%
MPW
6
Melone Private Wealth
Michigan
$6.09M +$87.6K +7,701 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.33M -$414K -36,419 -9%
Wells Fargo
8
Wells Fargo
California
$3.97M +$578K +50,815 +18%
CIA
9
Capital Investment Advisors
Georgia
$1.88M +$29.1K +2,557 +2%
KIG
10
Kennedy Investment Group
New Jersey
$1.87M -$64.5K -5,671 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.78M +$831 +73 +0%
GP
12
Gridiron Partners
Pennsylvania
$1.76M -$47.9K -4,206 -3%
SA
13
Sanctuary Advisors
Indiana
$1.6M -$79K -6,946 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.41M -$32.8K -2,886 -2%
AGM
15
Alpine Global Management
New York
$1.41M -$334K -29,310 -20%
RJA
16
Raymond James & Associates
Florida
$1.36M -$6.38K -561 -0.5%
KAS
17
Kestra Advisory Services
Texas
$1.24M +$4.95K +435 +0.4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.03M
WAM
19
Wakefield Asset Management
Colorado
$924K +$9.83K +864 +1%
PI
20
PFG Investments
New York
$903K +$535K +47,000 +155%
LPL Financial
21
LPL Financial
California
$863K +$460K +40,393 +120%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$809K +$420K +36,904 +114%
TWP
23
Tyche Wealth Partners
Texas
$803K
AAM
24
Advisors Asset Management
Colorado
$687K -$847K -74,414 -56%
NMC
25
Nine Masts Capital
Hong Kong
$637K -$1.6M -140,756 -72%

NMCO Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Credit Opportunities Fund (NMCO) for Q3 2024, worth a combined $120M — up 11% from $108M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NMCO and 6 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.72M sold.

  • 54 institutional investors held Nuveen Municipal Credit Opportunities Fund (NMCO) as of Q3 2024, down from 59 in Q2 2024.
  • Funds reported $120M of Nuveen Municipal Credit Opportunities Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 6 funds opened new Nuveen Municipal Credit Opportunities Fund positions in Q3 2024 and 11 closed out, a net change of -5 holders.
  • The largest Nuveen Municipal Credit Opportunities Fund buyer in Q3 2024 was Morgan Stanley, an estimated $10.4M added.
  • The largest Nuveen Municipal Credit Opportunities Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2024.