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Nuveen Municipal High Income Opportunity Fund

54 hedge funds and large institutions have $50.7M invested in Nuveen Municipal High Income Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

8% more capital invested

Capital invested by funds: $47M → $50.7M (+$3.67M)

6% more funds holding

Funds holding: 5154 (+3)

0.11% more ownership

Funds ownership: 5.79%5.91% (+0.11%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
26
Homrich & Berg
Georgia
$323K
HCM
27
Hollencrest Capital Management
California
$315K
HighTower Advisors
28
HighTower Advisors
Illinois
$285K +$284K +20,898 New
NPC
29
National Planning Corporation
California
$282K -$78.7K -5,800 -22%
VF
30
Virtu Financial
New York
$256K +$255K +18,773 New
BIM
31
Bridgecreek Investment Management
Oklahoma
$238K
HK
32
Horizon Kinetics
New York
$232K -$46.4K -3,420 -17%
NA
33
NewEdge Advisors
Louisiana
$226K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$223K -$13.3K -982 -6%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$223K +$39.3K +2,895 +21%
IH
36
IFC Holdings
Florida
$220K -$2.71K -200 -1%
TSS
37
Two Sigma Securities
New York
$220K +$219K +16,143 New
ICOA
38
Investment Centers of America
North Dakota
$193K -$23.5K -1,734 -11%
SB
39
Suntrust Banks
Georgia
$183K +$167K +12,292 New
FAAS
40
First Allied Advisory Services
California
$179K -$30.3K -2,235 -15%
DLG
41
Daniel L. Goodwin
$173K +$172K +12,700 New
AG
42
Advisor Group
Arizona
$167K
LPL Financial
43
LPL Financial
California
$166K +$312 +23 +0.2%
WAM
44
Weiss Asset Management
Massachusetts
$153K +$152K +11,225 New
US Bancorp
45
US Bancorp
Minnesota
$137K
RAM
46
Riggs Asset Management
Pennsylvania
$72K
MWM
47
MinichMacGregor Wealth Management
New York
$72K +$4.75K +350 +7%
Citigroup
48
Citigroup
New York
$66K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$51K
WEC
50
Winslow Evans & Crocker
Massachusetts
$41.3K

NMZ Hedge Fund Activity: Q3 2017 in Review

54 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2017, worth a combined $50.7M — up 7.8% from $47M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NMZ positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, adding an estimated $1.26M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $467K.

  • 54 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2017, up from 51 in Q2 2017.
  • Funds reported $50.7M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2017 was Invesco, an estimated $1.26M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $467K sold.

Based on aggregated 13F filings for Q3 2017.