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Nuveen Municipal High Income Opportunity Fund

48 hedge funds and large institutions have $45.3M invested in Nuveen Municipal High Income Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 4548 (+3)

3% more capital invested

Capital invested by funds: $43.8M → $45.3M (+$1.42M)

0.63% more ownership

Funds ownership: 5.13%5.76% (+0.63%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$233K +$208 +14 +0.1%
Stifel Financial
27
Stifel Financial
Missouri
$214K -$26.8K -1,800 -11%
Creative Planning
28
Creative Planning
Kansas
$214K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$207K -$75.3K -5,059 -26%
VKH
30
Virtu KCG Holdings
New York
$188K +$193K +12,961 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$188K +$193K +12,989 New
NA
32
NewEdge Advisors
Louisiana
$182K
FAAS
33
First Allied Advisory Services
California
$179K +$184K +12,342 New
HK
34
Horizon Kinetics
New York
$160K
HCM
35
Hollencrest Capital Management
California
$149K
BFEC
36
Benjamin F. Edwards & Company
Missouri
$132K +$25.7K +1,725 +23%
RAM
37
Riggs Asset Management
Pennsylvania
$103K
MFS
38
MSI Financial Services
Massachusetts
$63K +$17.3K +1,160 +36%
MWM
39
MinichMacGregor Wealth Management
New York
$58K -$59.5K -4,000 -50%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$54K
WEC
41
Winslow Evans & Crocker
Massachusetts
$44.1K +$45.2K +3,038 New
Citigroup
42
Citigroup
New York
$33K
Northern Trust
43
Northern Trust
Illinois
$26K +$2.64M +177,340 New
JWA
44
JFS Wealth Advisors
Pennsylvania
$19K +$19.7K +1,321 New
AG
45
Advisor Group
Arizona
$15K -$8.18K -550 -35%
AC
46
Alexandria Capital
Virginia
$10K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2K
SBL
48
Sargent Bickham Lagudis
Colorado
$13
First Trust Advisors
49
First Trust Advisors
Illinois
-$443K -29,816 Closed
RJFSA
50
Raymond James Financial Services Advisors
Florida
-$386K -25,962 Closed

NMZ Hedge Fund Activity: Q3 2016 in Review

48 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2016, worth a combined $45.3M — up 3.2% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NMZ positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $2.64M. The largest seller was First Trust Advisors, exiting entirely with an estimated $443K sold.

  • 48 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2016, up from 45 in Q2 2016.
  • Funds reported $45.3M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2016, up 3.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2016 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2016 was Northern Trust, an estimated $2.64M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2016 was First Trust Advisors, an estimated $443K sold.

Based on aggregated 13F filings for Q3 2016.