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Nuveen Municipal High Income Opportunity Fund

68 hedge funds and large institutions have $55.9M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0.19% less ownership

Funds ownership: 7.13%6.95% (-0.19%)

2% less capital invested

Capital invested by funds: $56.8M → $55.9M (-$872K)

4% less funds holding

Funds holding: 7168 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$314K +$322 +25 +0.1%
SB
27
Suntrust Banks
Georgia
$284K +$13 +1 +0%
KeyBank National Association
28
KeyBank National Association
Ohio
$272K +$278K +21,644 New
DDPIC
29
Deroy & Devereaux Private Investment Counsel
Michigan
$269K +$275K +21,409 New
PAG
30
Private Advisor Group
New Jersey
$239K +$245K +19,034 New
BIM
31
Bridgecreek Investment Management
Oklahoma
$238K
BRWA
32
B. Riley Wealth Advisors
Florida
$237K +$90.5K +7,034 +59%
SAM
33
Selway Asset Management
$228K
HighTower Advisors
34
HighTower Advisors
Illinois
$226K -$36.4K -2,828 -14%
HK
35
Horizon Kinetics
New York
$219K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$218K -$67.5K -5,248 -23%
NA
37
NewEdge Advisors
Louisiana
$207K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$180K +$20K +1,554 +12%
RJT
39
Raymond James Trust
Florida
$174K
DLG
40
Daniel L. Goodwin
$159K
BTS
41
BB&T Securities
Virginia
$153K -$10.6K -825 -6%
FAAS
42
First Allied Advisory Services
California
$153K +$156K +12,154 New
Millennium Management
43
Millennium Management
New York
$148K +$151K +11,754 New
HB
44
Homrich & Berg
Georgia
$147K
US Bancorp
45
US Bancorp
Minnesota
$127K
HVIA
46
Hudson Valley Investment Advisors
New York
$126K
SWM
47
SeaCrest Wealth Management
New York
$116K
QCIG
48
Quad-Cities Investment Group
Iowa
$106K +$978 +76 +0.9%
SPIA
49
Steward Partners Investment Advisory
New York
$100K -$12.9K -1,000 -11%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$88K +$80.4K +6,246 +784%

NMZ Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2018, worth a combined $55.9M — down 1.5% from $56.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NMZ and 10 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.67M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.11M sold.

  • 68 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $55.9M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2018, down 1.5% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2018 was Stifel Financial, an estimated $2.67M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2018 was Laurion Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2018.