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Nuveen Municipal High Income Opportunity Fund

45 hedge funds and large institutions have $43.8M invested in Nuveen Municipal High Income Opportunity Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less capital invested

Capital invested by funds: $44.8M → $43.8M (-$950K)

1.08% less ownership

Funds ownership: 6.21%5.13% (-1.1%)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$239K -$1.94K -136 -0.8%
Creative Planning
27
Creative Planning
Kansas
$219K
RJA
28
Raymond James & Associates
Florida
$214K +$9.65K +677 +5%
NA
29
NewEdge Advisors
Louisiana
$186K +$179K +12,530 New
IH
30
IFC Holdings
Florida
$175K +$168K +11,811 New
HK
31
Horizon Kinetics
New York
$164K
HCM
32
Hollencrest Capital Management
California
$153K
MWM
33
MinichMacGregor Wealth Management
New York
$118K +$21.4K +1,500 +23%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$110K -$164K -11,505 -61%
RAM
35
Riggs Asset Management
Pennsylvania
$105K
CIA
36
Capital Investment Advisors
Georgia
$75K +$71.7K +5,026 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$56K -$35.6K -2,494 -40%
MFS
38
MSI Financial Services
Massachusetts
$47K -$20K -1,400 -31%
Citigroup
39
Citigroup
New York
$33K
AG
40
Advisor Group
Arizona
$23K +$22.1K +1,550 New
SBL
41
Sargent Bickham Lagudis
Colorado
$13K
AC
42
Alexandria Capital
Virginia
$10K
JFA
43
JNBA Financial Advisors
Minnesota
$10K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.23K +647 New
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$2K
LCM
46
Laurion Capital Management
New York
-$4.83M -345,459 Closed
RCM
47
Robinson Capital Management
Michigan
-$1.87M -133,491 Closed
CRC
48
Curi RMB Capital
Illinois
-$333K -23,841 Closed
SBIA
49
Sheaff Brock Investment Advisors
Indiana
-$157K -11,212 Closed
VKH
50
Virtu KCG Holdings
New York
-$141K -10,081 Closed

NMZ Hedge Fund Activity: Q2 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2016, worth a combined $43.8M — down 2.1% from $44.8M a quarter earlier.

Fund positioning in NMZ was balanced in Q2 2016: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.85M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $4.83M sold.

  • 45 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $43.8M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2016, down 2.1% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2016 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2016 was Guggenheim Capital, an estimated $3.85M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2016 was Laurion Capital Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2016.