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Nuveen Municipal High Income Opportunity Fund
NMZ

76 hedge funds and large institutions have $70.1M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.04% less ownership

Funds ownership: 8.86% → 7.82% (-1%)

1% less funds holding

Funds holding: 77 → 76 (-1)

9% less capital invested

Capital invested by funds: $76.9M → $70.1M (-$6.75M)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
30
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$593K
2
RJA
Raymond James & Associates
Florida
+$505K
3
Morgan Stanley
Morgan Stanley
New York
+$406K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$394K
5
Allianz Asset Management
Allianz Asset Management
Germany
+$374K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.11M
2
RCM
Robinson Capital Management
Michigan
-$4.86M
3
UBS Group
UBS Group
Switzerland
-$1.16M
4
Cohen & Steers
Cohen & Steers
New York
-$1.02M
5
GC
Guggenheim Capital
Illinois
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$174K +$172K +12,497 New
HVIA
52
Hudson Valley Investment Advisors
New York
$161K – – –
ICA
53
Infrastructure Capital Advisors
New York
$154K -$138K -10,000 -48%
RFN
54
RDA Financial Network
Iowa
$152K -$2.75K -200 -2%
FAAS
55
First Allied Advisory Services
California
$151K -$6.53K -475 -4%
QCIG
56
Quad-Cities Investment Group
Iowa
$149K +$1.39K +101 +1%
US Bancorp
57
US Bancorp
Minnesota
$141K – – –
APA
58
American Portfolios Advisors
New York
$128K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$120K +$119K +8,638 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$119K +$55.5K +4,036 +89%
EIP
61
Ellis Investment Partners
Pennsylvania
$72K +$71K +5,163 New
CFGS
62
Concourse Financial Group Securities
Alabama
$60K +$25.6K +1,864 +77%
SSB
63
Sandy Spring Bank
Maryland
$42K – – –
RIA
64
Realta Investment Advisors
Delaware
$38K +$37.4K +2,719 New
TFS
65
TrustCore Financial Services
Tennessee
$34K +$6.22K +452 +22%
FHA
66
Flagship Harbor Advisors
Massachusetts
$27K – – –
AG
67
Advisor Group
Arizona
$24K -$44.1K -3,203 -65%
CIAS
68
Capital Investment Advisory Services
North Carolina
$21K – – –
WB
69
Webster Bank
Connecticut
$21K – – –
CFB
70
Cullen/Frost Bankers
Texas
$20K – – –
SL
71
Salomon & Ludwin
Virginia
$9K -$4.66K -339 -33%
BWL
72
Bogart Wealth LLC
Virginia
$9K +$9.62K +699 New
FIA
73
FNY Investment Advisers
New York
$6K +$825 +60 +14%
AF
74
Advisornet Financial
Minnesota
$6K +$6.31K +459 New
NFG
75
Next Financial Group
Texas
$2K – – –
1 2
3
4

NMZ Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2019, worth a combined $70.1M — down 8.8% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NMZ positions and 6 closed out — a net gain of 1 holder — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $593K. The largest seller was Stifel Financial, cutting an estimated $5.11M.

  • 76 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2019, down from 77 in Q1 2019.
  • Funds reported $70.1M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2019, down 8.8% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2019 was Bank of America, an estimated $593K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2019 was Stifel Financial, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2019.