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Nuveen Municipal High Income Opportunity Fund

67 hedge funds and large institutions have $55.3M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

24% more funds holding

Funds holding: 5467 (+13)

17% more capital invested

Capital invested by funds: $47.1M → $55.3M (+$8.19M)

1.52% more ownership

Funds ownership: 5.48%7% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
18
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
51
Hudson Valley Investment Advisors
New York
$125K +$131K +10,000 New
SWM
52
SeaCrest Wealth Management
New York
$115K
AG
53
Advisor Group
Arizona
$107K -$62.2K -4,750 -36%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$96K -$116K -8,847 -54%
MWM
55
MinichMacGregor Wealth Management
New York
$66K
IA
56
IFP Advisors
Florida
$63K
BFC
57
Bedel Financial Consulting
Indiana
$62K +$64.7K +4,941 New
SEI Investments
58
SEI Investments
Pennsylvania
$58K -$49.9K -3,810 -45%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$47K -$340 -26 -0.7%
GWM
60
Geneos Wealth Management
Colorado
$24K -$10.2K -781 -29%
WWMSC
61
Wagner Wealth Management (South Carolina)
South Carolina
$24K
WB
62
Webster Bank
Connecticut
$19K
SFM
63
Signet Financial Management
New Jersey
$18K +$18.3K +1,400 New
Citigroup
64
Citigroup
New York
$17K -$45.8K -3,500 -72%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$16K +$16.9K +1,289 New
AIM
66
Advantage Investment Management
Iowa
$14K +$14.3K +1,096 New
HNB
67
Huntington National Bank
Ohio
$6K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.57K +120 New
IH
69
IFC Holdings
Florida
-$308K -22,611 Closed
Squarepoint
70
Squarepoint
New York
-$175K -12,845 Closed
CA
71
Calton & Associates
Florida
-$105K -7,735 Closed
RAM
72
Riggs Asset Management
Pennsylvania
-$72K -5,267 Closed
KJWM
73
Kiley Juergens Wealth Management
Washington
-$20K -1,471 Closed

NMZ Hedge Fund Activity: Q1 2018 in Review

67 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2018, worth a combined $55.3M — up 17% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 5 closed out — a net gain of 13 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $6.46M. The largest seller was Morgan Stanley, cutting an estimated $389K.

  • 67 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $55.3M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2018, up 17% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2018 and 5 closed out, a net change of +13 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2018 was Laurion Capital Management, an estimated $6.46M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2018 was Morgan Stanley, an estimated $389K sold.

Based on aggregated 13F filings for Q1 2018.