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Nuveen Municipal High Income Opportunity Fund
NMZ

54 hedge funds and large institutions have $47.1M invested in Nuveen Municipal High Income Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

0% more funds holding

Funds holding: 54 → 54 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.42% less ownership

Funds ownership: 5.91% → 5.48% (-0.42%)

7% less capital invested

Capital invested by funds: $50.7M → $47.1M (-$3.61M)

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$1.09M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$680K
3
Bank of America
Bank of America
North Carolina
+$352K
4
UBS Group
UBS Group
Switzerland
+$287K
5
Wells Fargo
Wells Fargo
California
+$230K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$2.12M
2
Morgan Stanley
Morgan Stanley
New York
-$1.35M
3
PAG
Private Advisor Group
New Jersey
-$976K
4
IA
IFP Advisors
Florida
-$919K
5
Creative Planning
Creative Planning
Kansas
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
26
Homrich & Berg
Georgia
$323K – – –
HCM
27
Hollencrest Capital Management
California
$315K – – –
IH
28
IFC Holdings
Florida
$308K +$88.8K +6,505 +40%
HK
29
Horizon Kinetics
New York
$278K +$46.4K +3,400 +20%
HighTower Advisors
30
HighTower Advisors
Illinois
$266K -$19.1K -1,400 -7%
PAG
31
Private Advisor Group
New Jersey
$264K -$976K -71,496 -79%
BIM
32
Bridgecreek Investment Management
Oklahoma
$238K – – –
NA
33
NewEdge Advisors
Louisiana
$228K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$224K +$1.35K +99 +0.6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$206K -$16.3K -1,197 -7%
FAAS
36
First Allied Advisory Services
California
$182K +$2.83K +207 +2%
AG
37
Advisor Group
Arizona
$181K +$13.7K +1,000 +8%
Squarepoint
38
Squarepoint
New York
$175K +$175K +12,845 New
DLG
39
Daniel L. Goodwin
$173K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$141K +$141K +10,350 New
US Bancorp
41
US Bancorp
Minnesota
$132K -$4.71K -345 -3%
SWM
42
SeaCrest Wealth Management
New York
$125K +$126K +9,221 New
SEI Investments
43
SEI Investments
Pennsylvania
$115K +$116K +8,481 New
CA
44
Calton & Associates
Florida
$105K +$106K +7,735 New
MWM
45
MinichMacGregor Wealth Management
New York
$72K – – –
RAM
46
Riggs Asset Management
Pennsylvania
$72K – – –
Citigroup
47
Citigroup
New York
$66K – – –
IA
48
IFP Advisors
Florida
$63K -$919K -67,289 -94%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$51K +$355 +26 +0.7%
GWM
50
Geneos Wealth Management
Colorado
$37K +$150 +11 +0.4%
1
2
3

NMZ Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2017, worth a combined $47.1M — down 7.1% from $50.7M a quarter earlier.

Fund positioning in NMZ was balanced in Q4 2017: 10 funds opened new positions, 10 closed out, 22 added to existing stakes and 12 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.09M. The largest seller was Guggenheim Capital, cutting an estimated $2.12M.

  • 54 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $47.1M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2017, down 7.1% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2017 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.09M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2017 was Guggenheim Capital, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2017.