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Nuveen Municipal High Income Opportunity Fund
NMZ

83 hedge funds and large institutions have $76.3M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

9% more funds holding

Funds holding: 76 → 83 (+7)

9% more capital invested

Capital invested by funds: $70.1M → $76.3M (+$6.21M)

0.52% more ownership

Funds ownership: 7.82% → 8.34% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.21M
2
RCM
Robinson Capital Management
Michigan
+$1.18M
3
SS
Sunbelt Securities
Texas
+$683K
4
Morgan Stanley
Morgan Stanley
New York
+$584K
5
Bank of America
Bank of America
North Carolina
+$495K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$985K
2
Invesco
Invesco
Georgia
-$638K
3
Citigroup
Citigroup
New York
-$386K
4
Allianz Asset Management
Allianz Asset Management
Germany
-$379K
5
GC
Guggenheim Capital
Illinois
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$609K +$111K +7,779 +22%
FM
27
Family Management
New York
$571K -$85.2K -6,000 -13%
MIAN
28
Mariner Independent Advisor Network
Kansas
$480K – – –
Stifel Financial
29
Stifel Financial
Missouri
$467K -$985K -69,355 -68%
SXL
30
Summit X LLC
Missouri
$449K +$57.5K +4,050 +15%
RCA
31
Ranch Capital Advisors
Florida
$428K +$426K +30,001 New
BlackRock
32
BlackRock
New York
$400K +$398K +27,981 New
PAG
33
Private Advisor Group
New Jersey
$365K +$71K +5,000 +24%
IFAM
34
Institutional & Family Asset Management
Colorado
$354K -$38.7K -2,725 -10%
KeyBank National Association
35
KeyBank National Association
Ohio
$343K – – –
HCM
36
Hollencrest Capital Management
California
$331K – – –
CIA
37
Capital Investment Advisors
Georgia
$294K -$3.1K -218 -1%
CCG
38
Ceeto Capital Group
Florida
$286K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$276K +$71K +5,000 +35%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$271K +$8.78K +618 +3%
SAM
41
Selway Asset Management
$260K – – –
BIM
42
Bridgecreek Investment Management
Oklahoma
$250K – – –
NA
43
NewEdge Advisors
Louisiana
$236K – – –
HKAM
44
Horizon Kinetics Asset Management
New York
$220K – – –
AWM
45
Altium Wealth Management
New York
$219K +$218K +15,348 New
TW
46
TrinityPoint Wealth
Connecticut
$207K – – –
SB
47
Suntrust Banks
Georgia
$200K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$200K +$137K +9,669 +226%
RJT
49
Raymond James Trust
Florida
$198K – – –
PAS
50
Partnervest Advisory Services
California
$198K +$197K +13,880 New
1
2
3 4

NMZ Hedge Fund Activity: Q3 2019 in Review

83 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2019, worth a combined $76.3M — up 8.9% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMZ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $1.21M. The largest seller was Stifel Financial, cutting an estimated $985K.

  • 83 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2019, up from 76 in Q2 2019.
  • Funds reported $76.3M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2019 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2019 was UBS Group, an estimated $1.21M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2019 was Stifel Financial, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2019.