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Nuveen Municipal High Income Opportunity Fund

44 hedge funds and large institutions have $34.1M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $31.4M → $34.1M (+$2.71M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.19% more ownership

Funds ownership: 4.76%4.96% (+0.19%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$214K +$211K +15,500 New
PA
27
Planning Alternatives
Michigan
$189K +$186K +13,687 New
Creative Planning
28
Creative Planning
Kansas
$176K -$26.1K -1,914 -13%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$170K +$35.8K +2,628 +27%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$155K +$153K +11,212 New
HK
31
Horizon Kinetics
New York
$150K -$79.1K -5,811 -35%
HCM
32
Hollencrest Capital Management
California
$142K
AIG
33
American International Group
New York
$128K +$10.2K +750 +9%
RAM
34
Riggs Asset Management
Pennsylvania
$98K
MFS
35
MSI Financial Services
Massachusetts
$63K +$19.7K +1,445 +46%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$41K
Citigroup
37
Citigroup
New York
$31K
ADL
38
Asset Dedication LLC
California
$11K +$10.9K +800 New
AC
39
Alexandria Capital
Virginia
$10K
JFA
40
JNBA Financial Advisors
Minnesota
$9K
Northern Trust
41
Northern Trust
Illinois
$2K -$114K -8,400 -39%
CG
42
Colony Group
Massachusetts
$2K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$1K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$568K -42,732 Closed
DA
45
Doliver Advisors
Texas
-$258K -20,909 Closed
GWM
46
Gupta Wealth Management
California
-$75K -5,628 Closed
FIG
47
Fusion Investment Group
Pennsylvania
-$19K -1,455 Closed
WA
48
Waverly Advisors
Alabama
-$10K -758 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$7K -554 Closed
OC
50
Oakworth Capital
Alabama
-$2K -167 Closed

NMZ Hedge Fund Activity: Q4 2015 in Review

44 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2015, worth a combined $34.1M — up 8.6% from $31.4M a quarter earlier.

Fund positioning in NMZ was balanced in Q4 2015: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.01M. The largest seller was UBS Group, cutting an estimated $2.41M.

  • 44 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $34.1M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2015, up 8.6% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2015 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2015 was Guggenheim Capital, an estimated $2.01M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2015 was UBS Group, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2015.