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Nuveen Municipal High Income Opportunity Fund
NMZ

77 hedge funds and large institutions have $76.9M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 76 → 77 (+1)

1% more capital invested

Capital invested by funds: $76M → $76.9M (+$898K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.37% less ownership

Funds ownership: 10.22% → 8.86% (-1.4%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
22
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$3.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.81M
3
Invesco
Invesco
Georgia
+$780K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$709K
5
First Trust Advisors
First Trust Advisors
Illinois
+$593K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$10.3M
2
Stifel Financial
Stifel Financial
Missouri
-$1.91M
3
LCM
Landscape Capital Management
New Jersey
-$1.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
5
WAM
Wolverine Asset Management
Illinois
-$922K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$601K +$127 +10 +0%
MIAN
27
Mariner Independent Advisor Network
Kansas
$455K – – –
FM
28
Family Management
New York
$419K +$394K +30,954 New
Citadel Advisors
29
Citadel Advisors
Florida
$371K +$349K +27,432 New
MML Investors Services
30
MML Investors Services
Massachusetts
$363K -$1.22K -96 -0.4%
SXL
31
Summit X LLC
Missouri
$358K +$336K +26,441 New
SB
32
Suntrust Banks
Georgia
$318K – – –
HCM
33
Hollencrest Capital Management
California
$314K – – –
KeyBank National Association
34
KeyBank National Association
Ohio
$293K – – –
DDPIC
35
Deroy & Devereaux Private Investment Counsel
Michigan
$290K – – –
ICA
36
Infrastructure Capital Advisors
New York
$284K +$12.7K +1,000 +5%
CIA
37
Capital Investment Advisors
Georgia
$281K +$79.5K +6,250 +43%
CCG
38
Ceeto Capital Group
Florida
$271K – – –
PAG
39
Private Advisor Group
New Jersey
$258K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$249K -$171K -13,401 -42%
SAM
41
Selway Asset Management
$246K – – –
BIM
42
Bridgecreek Investment Management
Oklahoma
$237K – – –
NA
43
NewEdge Advisors
Louisiana
$224K – – –
OIA
44
OneDigital Investment Advisors
Kansas
$215K -$14.8K -1,162 -7%
HKAM
45
Horizon Kinetics Asset Management
New York
$208K +$196K +15,391 New
TW
46
TrinityPoint Wealth
Connecticut
$197K – – –
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$194K – – –
RJT
48
Raymond James Trust
Florida
$187K – – –
TC
49
Truvestments Capital
Florida
$179K +$169K +13,250 New
DLG
50
Daniel L. Goodwin
$172K – – –
1
2
3 4

NMZ Hedge Fund Activity: Q1 2019 in Review

77 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2019, worth a combined $76.9M — up 1.2% from $76M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 14 closed out — a net gain of 2 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $3.3M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $10.3M sold.

  • 77 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2019, up from 76 in Q4 2018.
  • Funds reported $76.9M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2019 was Robinson Capital Management, an estimated $3.3M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2019.