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Nuveen Municipal High Income Opportunity Fund
NMZ

76 hedge funds and large institutions have $76M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

36% more capital invested

Capital invested by funds: $55.9M → $76M (+$20.1M)

12% more funds holding

Funds holding: 68 → 76 (+8)

3.27% more ownership

Funds ownership: 6.95% → 10.22% (+3.3%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
22
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$10.6M
2
RCM
Robinson Capital Management
Michigan
+$5.2M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.91M
4
LCM
Landscape Capital Management
New Jersey
+$1.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$979K
2
NMC
Nine Masts Capital
Hong Kong
-$646K
3
Wells Fargo
Wells Fargo
California
-$507K
4
Morgan Stanley
Morgan Stanley
New York
-$506K
5
Invesco
Invesco
Georgia
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$560K +$343 +29 +0.1%
WS
27
Wedbush Securities
California
$516K +$176K +14,915 +51%
LPL Financial
28
LPL Financial
California
$499K +$15.3K +1,296 +3%
MIG
29
Mariner Investment Group
New York
$466K +$473K +40,000 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$391K +$397K +33,605 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$370K +$376K +31,813 New
MML Investors Services
32
MML Investors Services
Massachusetts
$313K -$17.9K -1,512 -5%
HVIA
33
Hudson Valley Investment Advisors
New York
$281K +$142K +12,000 +120%
CRC
34
Curi RMB Capital
Illinois
$278K +$282K +23,863 New
BI
35
Bramshill Investments
Florida
$275K +$280K +23,636 New
SB
36
Suntrust Banks
Georgia
$273K +$9.33K +789 +3%
HCM
37
Hollencrest Capital Management
California
$270K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$256K +$55K +4,651 +27%
KeyBank National Association
39
KeyBank National Association
Ohio
$252K – – –
DDPIC
40
Deroy & Devereaux Private Investment Counsel
Michigan
$249K – – –
ICA
41
Infrastructure Capital Advisors
New York
$233K -$442K -37,413 -65%
CCG
42
Ceeto Capital Group
Florida
$233K +$237K +20,000 New
PAG
43
Private Advisor Group
New Jersey
$222K – – –
SAM
44
Selway Asset Management
$212K – – –
BIM
45
Bridgecreek Investment Management
Oklahoma
$204K -$17.7K -1,500 -8%
OIA
46
OneDigital Investment Advisors
Kansas
$199K +$202K +17,064 New
HK
47
Horizon Kinetics
New York
$188K -$15.1K -1,276 -7%
HI
48
HBK Investments
Texas
$188K +$191K +16,190 New
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$178K +$181K +15,300 New
Fisher Asset Management
50
Fisher Asset Management
Washington
$175K +$177K +15,000 New
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NMZ Hedge Fund Activity: Q4 2018 in Review

76 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2018, worth a combined $76M — up 36% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NMZ positions and 10 closed out — a net gain of 11 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $10.6M. The largest seller was Bank of America, cutting an estimated $979K.

  • 76 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2018, up from 68 in Q3 2018.
  • Funds reported $76M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2018, up 36% quarter-over-quarter.
  • 21 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2018 and 10 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2018 was Rivernorth Capital Management, an estimated $10.6M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2018 was Bank of America, an estimated $979K sold.

Based on aggregated 13F filings for Q4 2018.