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Nuveen Municipal High Income Opportunity Fund

49 hedge funds and large institutions have $31.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4949 (0)

0.5% less ownership

Funds ownership: 5.34%4.84% (-0.5%)

14% less capital invested

Capital invested by funds: $36.4M → $31.4M (-$5.04M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$215K +$378 +28 +0.2%
CAN
27
Cetera Advisor Networks
California
$177K
BIM
28
Bridgecreek Investment Management
Oklahoma
$170K -$91.2K -6,750 -34%
FAAS
29
First Allied Advisory Services
California
$164K -$4.57K -338 -3%
CI
30
CAZ Investments
Texas
$163K
AL
31
Aspiriant LLC
California
$161K +$31.2K +2,307 +23%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$138K +$67.7K +5,011 +90%
HCM
33
Hollencrest Capital Management
California
$135K
SWP
34
Stratos Wealth Partners
Ohio
$131K
RAM
35
Riggs Asset Management
Pennsylvania
$92K
AIG
36
American International Group
New York
$69.4K
Citigroup
37
Citigroup
New York
$38K +$1.85K +137 +5%
MFS
38
MSI Financial Services
Massachusetts
$37K -$675 -50 -2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$26K
FIG
40
Fusion Investment Group
Pennsylvania
$19K +$19.7K +1,455 New
WA
41
Waverly Advisors
Alabama
$10K
AC
42
Alexandria Capital
Virginia
$9K
JFA
43
JNBA Financial Advisors
Minnesota
$9K
Northern Trust
44
Northern Trust
Illinois
$3K
CG
45
Colony Group
Massachusetts
$2K
OC
46
Oakworth Capital
Alabama
$2K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$1K
TRCT
48
Tower Research Capital (TRC)
New York
$1K
BRWA
49
B. Riley Wealth Advisors
Florida
-$291K -21,000 Closed
FFA
50
First Foundation Advisors
California
-$207K -14,942 Closed

NMZ Hedge Fund Activity: Q2 2015 in Review

49 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2015, worth a combined $31.4M — down 14% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMZ positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $249K. The largest seller was Guggenheim Capital, cutting an estimated $2.16M.

  • 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $31.4M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2015, down 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2015 was Wells Fargo, an estimated $249K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2015 was Guggenheim Capital, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2015.