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Nuveen Municipal High Income Opportunity Fund

68 hedge funds and large institutions have $55.9M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0.19% less ownership

Funds ownership: 7.13%6.95% (-0.19%)

2% less capital invested

Capital invested by funds: $56.8M → $55.9M (-$872K)

4% less funds holding

Funds holding: 7168 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$75.8K
IA
52
IFP Advisors
Florida
$60K +$399 +31 +0.7%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$55K -$42.1K -3,272 -43%
AG
54
Advisor Group
Arizona
$44K
SSB
55
Sandy Spring Bank
Maryland
$38K -$223K -17,300 -85%
CFGS
56
Concourse Financial Group Securities
Alabama
$38K +$38.6K +3,000 New
SWM
57
Selective Wealth Management
Virginia
$36K +$36.8K +2,860 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$25K
GWM
59
Geneos Wealth Management
Colorado
$24K
WWMSC
60
Wagner Wealth Management (South Carolina)
South Carolina
$24K
WB
61
Webster Bank
Connecticut
$19K
SFM
62
Signet Financial Management
New Jersey
$18K
Citigroup
63
Citigroup
New York
$17K
MWM
64
MinichMacGregor Wealth Management
New York
$17K
RMAM
65
Raab & Moskowitz Asset Management
New Jersey
$10K +$10.3K +800 New
FIA
66
FNY Investment Advisers
New York
$3K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K +$888 +69 New
LCM
68
Laurion Capital Management
New York
-$2.11M -166,587 Closed
CCMG
69
Clark Capital Management Group
Pennsylvania
-$1.47M -116,304 Closed
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
-$631K -49,811 Closed
MIAN
71
Mariner Independent Advisor Network
Kansas
-$425K -33,605 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$388K -30,657 Closed
NWP
73
Northstar Wealth Partners
Connecticut
-$319K -25,245 Closed
LCM
74
Landscape Capital Management
New Jersey
-$147K -11,635 Closed
WPW
75
Waldron Private Wealth
Pennsylvania
-$131K -10,364 Closed

NMZ Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2018, worth a combined $55.9M — down 1.5% from $56.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NMZ and 10 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.67M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.11M sold.

  • 68 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $55.9M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2018, down 1.5% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2018 was Stifel Financial, an estimated $2.67M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2018 was Laurion Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2018.