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Nuveen Municipal High Income Opportunity Fund

44 hedge funds and large institutions have $39.5M invested in Nuveen Municipal High Income Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

10% more funds holding

Funds holding: 4044 (+4)

7% more capital invested

Capital invested by funds: $37M → $39.5M (+$2.49M)

0.24% more ownership

Funds ownership: 6.38%6.62% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
-$28K -2,400 Closed
TWA
52
TCI Wealth Advisors
Arizona
-$20K -1,735 Closed

NMZ Hedge Fund Activity: Q4 2013 in Review

44 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2013, worth a combined $39.5M — up 6.7% from $37M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NMZ positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was UBS, adding an estimated $6.14M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $6.06M sold.

  • 44 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2013, up from 40 in Q3 2013.
  • Funds reported $39.5M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2013, up 6.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2013 and 7 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2013 was UBS, an estimated $6.14M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2013 was Fir Tree Capital Management, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2013.