Nuveen Municipal High Income Opportunity Fund
52 hedge funds and large institutions have $38.2M invested in Nuveen Municipal High Income Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
16% more funds holding
Funds holding: 45 → 52 (+7)
0.1% less ownership
Funds ownership: 5.94% → 5.84% (-0.1%)
1% less capital invested
Capital invested by funds: $38.5M → $38.2M (-$263K)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$794K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$789K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$297K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$266K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.51M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$961K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$651K |
| 4 |
HK
Horizon Kinetics
New York
|
-$354K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
51
Colony Group
Boston,
Massachusetts
| $2K | – | – | – |
|
|
BBPWM
52
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1K | – | – | – |
|
|
AAM
53
Advisors Asset Management
Monument,
Colorado
| – | -$1.51M | -116,065 | Closed |
|
|
54
Invesco
Atlanta,
Georgia
| – | -$651K | -49,886 | Closed |
|
|
FIG
55
Fusion Investment Group
Pittsburgh,
Pennsylvania
| – | -$19K | -1,455 | Closed |
|
|
HW
56
Hedeker Wealth
Lincolnshire,
Illinois
| – | +$53 | +4 | New |
|
NMZ Hedge Fund Activity: Q4 2014 in Review
52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2014, worth a combined $38.2M — down 0.68% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NMZ positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $794K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.51M sold.
- 52 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2014, up from 45 in Q3 2014.
- Funds reported $38.2M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2014, down 0.68% quarter-over-quarter.
- 11 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2014 and 3 closed out, a net change of +8 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2014 was SG Americas Securities, an estimated $794K added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2014 was Advisors Asset Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2014.