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Nuveen Municipal High Income Opportunity Fund

49 hedge funds and large institutions have $36.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 5.84%5.34% (-0.51%)

5% less capital invested

Capital invested by funds: $38.2M → $36.4M (-$1.78M)

6% less funds holding

Funds holding: 5249 (-3)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$207K +$36.5K +2,650 +22%
FAAS
27
First Allied Advisory Services
California
$179K
CAN
28
Cetera Advisor Networks
California
$177K -$520K -37,800 -75%
CI
29
CAZ Investments
Texas
$173K
HCM
30
Hollencrest Capital Management
California
$143K +$142K +10,300 New
AL
31
Aspiriant LLC
California
$138K
SWP
32
Stratos Wealth Partners
Ohio
$138K +$138K +10,000 New
RAM
33
Riggs Asset Management
Pennsylvania
$98K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$77K +$20.6K +1,500 +37%
AIG
35
American International Group
New York
$73.6K +$6.38K +464 +10%
Creative Planning
36
Creative Planning
Kansas
$64K -$10.3K -750 -14%
MFS
37
MSI Financial Services
Massachusetts
$40K -$688 -50 -2%
Citigroup
38
Citigroup
New York
$39K -$6.96K -506 -15%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$28K +$27.5K +2,000 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$17K
AC
41
Alexandria Capital
Virginia
$10K
WA
42
Waverly Advisors
Alabama
$10K
JFA
43
JNBA Financial Advisors
Minnesota
$9K
Northern Trust
44
Northern Trust
Illinois
$4K -$17.2K -1,250 -5%
CG
45
Colony Group
Massachusetts
$2K
OC
46
Oakworth Capital
Alabama
$2K +$2.3K +167 New
TRCT
47
Tower Research Capital (TRC)
New York
$1K -$2.04K -148 -69%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$1K
VC
49
Vicus Capital
Pennsylvania
$227 +$165 +12 +0.1%
SG Americas Securities
50
SG Americas Securities
New York
-$803K -59,955 Closed

NMZ Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2015, worth a combined $36.4M — down 4.7% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NMZ and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $688K. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $36.4M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2015, down 4.7% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2015 and 8 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2015 was IMA Advisory Services, an estimated $688K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2015 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2015.