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Nuveen Municipal High Income Opportunity Fund

44 hedge funds and large institutions have $31.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $31.4M → $31.4M (+$56.6K)

0.08% less ownership

Funds ownership: 4.84%4.76% (-0.08%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

10% less funds holding

Funds holding: 4944 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$194K -$26.7K -2,000 -12%
VKH
27
Virtu KCG Holdings
New York
$167K +$168K +12,565 New
HCM
28
Hollencrest Capital Management
California
$137K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$128K -$12.7K -947 -9%
AIG
30
American International Group
New York
$113K +$43.1K +3,227 +61%
RAM
31
Riggs Asset Management
Pennsylvania
$94K
GWM
32
Gupta Wealth Management
California
$75K +$75.2K +5,628 New
MFS
33
MSI Financial Services
Massachusetts
$41K +$3.47K +260 +9%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$40K +$13.4K +1,000 +50%
Citigroup
35
Citigroup
New York
$30K -$9.22K -690 -24%
FIG
36
Fusion Investment Group
Pennsylvania
$19K
WA
37
Waverly Advisors
Alabama
$10K
AC
38
Alexandria Capital
Virginia
$9K
JFA
39
JNBA Financial Advisors
Minnesota
$9K
TRCT
40
Tower Research Capital (TRC)
New York
$7K +$6.49K +486 +715%
Northern Trust
41
Northern Trust
Illinois
$3K -$51.6K -3,862 -15%
CG
42
Colony Group
Massachusetts
$2K
OC
43
Oakworth Capital
Alabama
$2K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1K
IAS
45
IMA Advisory Services
Colorado
-$653K -50,000 Closed
CBU
46
CIBC Bank USA
Illinois
-$275K -21,035 Closed
OC
47
Oppenheimer & Co
New York
-$257K -19,650 Closed
Goldman Sachs
48
Goldman Sachs
New York
-$228K -17,460 Closed
BIM
49
Bridgecreek Investment Management
Oklahoma
-$170K -13,000 Closed
CAN
50
Cetera Advisor Networks
California
-$177K -12,800 Closed

NMZ Hedge Fund Activity: Q3 2015 in Review

44 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2015, worth a combined $31.4M — up 0.18% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMZ and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $633K. The largest seller was UBS Group, cutting an estimated $673K.

  • 44 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2015, down from 49 in Q2 2015.
  • Funds reported $31.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2015, up 0.18% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2015 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2015 was Wells Fargo, an estimated $633K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2015 was UBS Group, an estimated $673K sold.

Based on aggregated 13F filings for Q3 2015.