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Nuveen Municipal High Income Opportunity Fund
NMZ

94 hedge funds and large institutions have $88.6M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $76.3M → $88.6M (+$12.3M)

13% more funds holding

Funds holding: 83 → 94 (+11)

1.41% more ownership

Funds ownership: 8.34% → 9.75% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
37
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.06M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.88M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$940K
5
Cohen & Steers
Cohen & Steers
New York
+$868K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$1.9M
2
BlackRock
BlackRock
New York
-$400K
3
Invesco
Invesco
Georgia
-$202K
4
PAS
Partnervest Advisory Services
California
-$198K
5
Millennium Management
Millennium Management
New York
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
26
Venture Visionary Partners
Ohio
$803K +$805K +56,619 New
BRWA
27
B. Riley Wealth Advisors
Florida
$786K +$7.08K +498 +0.9%
SWP
28
Stratos Wealth Partners
Ohio
$768K +$49K +3,450 +7%
SS
29
Sunbelt Securities
Texas
$683K +$28 +2 +0%
RCA
30
Ranch Capital Advisors
Florida
$645K +$220K +15,467 +52%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$569K +$296K +20,815 +108%
FM
32
Family Management
New York
$567K – – –
MIAN
33
Mariner Independent Advisor Network
Kansas
$477K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$454K +$455K +32,000 New
PAG
35
Private Advisor Group
New Jersey
$440K +$78.2K +5,500 +22%
SXL
36
Summit X LLC
Missouri
$428K -$19.1K -1,345 -4%
PPW
37
Parcion Private Wealth
Washington
$412K +$412K +29,000 New
SIC
38
Samalin Investment Counsel
New York
$401K +$402K +28,311 New
HighTower Advisors
39
HighTower Advisors
Illinois
$392K +$392K +27,602 New
AIP
40
Almanack Investment Partners
Pennsylvania
$374K +$375K +26,378 New
BIM
41
Bridgecreek Investment Management
Oklahoma
$355K +$107K +7,500 +43%
Stifel Financial
42
Stifel Financial
Missouri
$349K -$114K -7,993 -24%
KeyBank National Association
43
KeyBank National Association
Ohio
$341K – – –
HCM
44
Hollencrest Capital Management
California
$329K – – –
Truist Financial
45
Truist Financial
North Carolina
$302K +$302K +21,255 New
CIA
46
Capital Investment Advisors
Georgia
$286K -$5.69K -400 -2%
CCG
47
Ceeto Capital Group
Florida
$284K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$284K +$14.4K +1,015 +5%
QWM
49
QP Wealth Management
New Jersey
$267K +$261K +18,350 New
SAM
50
Selway Asset Management
$258K – – –
1
2
3 4

NMZ Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2019, worth a combined $88.6M — up 16% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.06M. The largest seller was Robinson Capital Management, cutting an estimated $1.9M.

  • 94 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2019, up from 83 in Q3 2019.
  • Funds reported $88.6M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2019 and 6 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $2.06M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2019 was Robinson Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2019.