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Nuveen Municipal High Income Opportunity Fund

46 hedge funds and large institutions have $41.2M invested in Nuveen Municipal High Income Opportunity Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $35.3M → $41.2M (+$5.95M)

12% more funds holding

Funds holding: 4146 (+5)

0.77% more ownership

Funds ownership: 5.54%6.31% (+0.77%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$160K +$1.16K +88 +0.7%
CIA
27
Capital Investment Advisors
Georgia
$146K +$145K +11,016 New
AIG
28
American International Group
New York
$64.3K
Creative Planning
29
Creative Planning
Kansas
$53K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$53K +$52.6K +4,000 New
MFS
31
MSI Financial Services
Massachusetts
$40K -$51.3K -3,900 -56%
Citigroup
32
Citigroup
New York
$37K +$7.43K +565 +25%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$36K -$13.1K -1,000 -27%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$28K
OIA
35
Optimum Investment Advisors
Illinois
$26K +$25.5K +1,941 New
FIG
36
Fusion Investment Group
Pennsylvania
$19K
WA
37
WFG Advisors
Texas
$17K
M&T Bank
38
M&T Bank
New York
$13K
FANJ
39
Financial Architects (New Jersey)
New Jersey
$13K +$13.1K +1,000 New
WA
40
Waverly Advisors
Alabama
$10K
AC
41
Alexandria Capital
Virginia
$9K
JFA
42
JNBA Financial Advisors
Minnesota
$9K
TRCT
43
Tower Research Capital (TRC)
New York
$6K +$5.47K +416 New
Northern Trust
44
Northern Trust
Illinois
$3K +$334K +25,400 New
CG
45
Colony Group
Massachusetts
$2K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$1K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
-$36K -2,911 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$19K -1,500 Closed

NMZ Hedge Fund Activity: Q2 2014 in Review

46 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2014, worth a combined $41.2M — up 17% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NMZ positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was UBS, adding an estimated $1.31M. The largest seller was LPL Financial, cutting an estimated $215K.

  • 46 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2014, up from 41 in Q1 2014.
  • Funds reported $41.2M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2014, up 17% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2014 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2014 was UBS, an estimated $1.31M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2014 was LPL Financial, an estimated $215K sold.

Based on aggregated 13F filings for Q2 2014.