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Nuveen Municipal High Income Opportunity Fund
NMZ

51 hedge funds and large institutions have $47M invested in Nuveen Municipal High Income Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $42.7M → $47M (+$4.37M)

6% more funds holding

Funds holding: 48 → 51 (+3)

0.2% more ownership

Funds ownership: 5.59% → 5.79% (+0.2%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.68M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$447K
3
AAM
Advisors Asset Management
Colorado
+$342K
4
CCMG
Clark Capital Management Group
Pennsylvania
+$239K
5
VanEck Associates
VanEck Associates
New York
+$237K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$779K
2
Morgan Stanley
Morgan Stanley
New York
-$232K
3
UBS Group
UBS Group
Switzerland
-$197K
4
JFA
JNBA Financial Advisors
Minnesota
-$9K
5
PAG
Private Advisor Group
New Jersey
-$8.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Hollencrest Capital Management
California
$311K – – –
HK
27
Horizon Kinetics
New York
$275K +$934 +70 +0.3%
BIM
28
Bridgecreek Investment Management
Oklahoma
$235K +$33.3K +2,500 +17%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$233K +$47.7K +3,574 +26%
NA
30
NewEdge Advisors
Louisiana
$223K – – –
IH
31
IFC Holdings
Florida
$216K +$10.7K +800 +5%
ICOA
32
Investment Centers of America
North Dakota
$213K +$12K +900 +6%
FAAS
33
First Allied Advisory Services
California
$207K +$205K +15,382 New
DA
34
Doliver Advisors
Texas
$205K +$204K +15,274 New
Creative Planning
35
Creative Planning
Kansas
$198K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$181K +$50.8K +3,806 +39%
AG
37
Advisor Group
Arizona
$164K +$10K +750 +7%
LPL Financial
38
LPL Financial
California
$163K -$779K -58,450 -83%
US Bancorp
39
US Bancorp
Minnesota
$135K – – –
RAM
40
Riggs Asset Management
Pennsylvania
$71K – – –
MWM
41
MinichMacGregor Wealth Management
New York
$67K +$13.3K +1,000 +25%
Citigroup
42
Citigroup
New York
$65K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$50K – – –
WEC
44
Winslow Evans & Crocker
Massachusetts
$40.8K – – –
GWM
45
Geneos Wealth Management
Colorado
$36K +$25.9K +1,941 +252%
JWA
46
JFS Wealth Advisors
Pennsylvania
$27K +$26.7K +2,000 New
WB
47
Webster Bank
Connecticut
$20K – – –
SBL
48
Sargent Bickham Lagudis
Colorado
$12K – – –
AC
49
Alexandria Capital
Virginia
$9K – – –
NFG
50
Next Financial Group
Texas
$7K – – –
1
2
3

NMZ Hedge Fund Activity: Q2 2017 in Review

51 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2017, worth a combined $47M — up 10% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMZ positions and 2 closed out — a net gain of 3 holders — while 26 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.68M. The largest seller was LPL Financial, cutting an estimated $779K.

  • 51 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2017, up from 48 in Q1 2017.
  • Funds reported $47M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2017, up 10% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2017 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $1.68M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2017 was LPL Financial, an estimated $779K sold.

Based on aggregated 13F filings for Q2 2017.