Nuveen Municipal High Income Opportunity Fund
49 hedge funds and large institutions have $31.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding
Funds holding: 49 → 49 (0)
0.5% less ownership
Funds ownership: 5.34% → 4.84% (-0.5%)
14% less capital invested
Capital invested by funds: $36.4M → $31.4M (-$5.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$249K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$236K |
| 3 |
Goldman Sachs
New York
|
+$236K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$162K |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.16M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$1.43M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$291K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$207K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -1,236 | Closed |
|
|
HW
52
Hedeker Wealth
Lincolnshire,
Illinois
| – | +$54 | +4 | New |
|
NMZ Hedge Fund Activity: Q2 2015 in Review
49 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2015, worth a combined $31.4M — down 14% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NMZ positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $249K. The largest seller was Guggenheim Capital, cutting an estimated $2.16M.
- 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $31.4M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2015, down 14% quarter-over-quarter.
- 4 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2015 and 3 closed out, a net change of +1 holder.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2015 was Wells Fargo, an estimated $249K added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2015 was Guggenheim Capital, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2015.