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Nuveen Municipal High Income Opportunity Fund
NMZ

83 hedge funds and large institutions have $76.3M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

9% more funds holding

Funds holding: 76 → 83 (+7)

9% more capital invested

Capital invested by funds: $70.1M → $76.3M (+$6.21M)

0.52% more ownership

Funds ownership: 7.82% → 8.34% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.21M
2
RCM
Robinson Capital Management
Michigan
+$1.18M
3
SS
Sunbelt Securities
Texas
+$683K
4
Morgan Stanley
Morgan Stanley
New York
+$584K
5
Bank of America
Bank of America
North Carolina
+$495K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$985K
2
Invesco
Invesco
Georgia
-$638K
3
Citigroup
Citigroup
New York
-$386K
4
Allianz Asset Management
Allianz Asset Management
Germany
-$379K
5
GC
Guggenheim Capital
Illinois
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
51
Deroy & Devereaux Private Investment Counsel
Michigan
$196K – – –
Millennium Management
52
Millennium Management
New York
$194K +$193K +13,613 New
MML Investors Services
53
MML Investors Services
Massachusetts
$192K -$35.5K -2,499 -16%
DLG
54
Daniel L. Goodwin
$181K – – –
HVIA
55
Hudson Valley Investment Advisors
New York
$164K – – –
TC
56
Truvestments Capital
Florida
$157K -$32K -2,250 -17%
FAAS
57
First Allied Advisory Services
California
$156K +$725 +51 +0.5%
QCIG
58
Quad-Cities Investment Group
Iowa
$154K +$1.39K +98 +0.9%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$154K +$153K +10,775 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$146K +$146K +10,300 New
US Bancorp
61
US Bancorp
Minnesota
$144K – – –
APA
62
American Portfolios Advisors
New York
$131K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$104K -$18.3K -1,288 -15%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$91K -$30.7K -2,160 -25%
AG
65
Advisor Group
Arizona
$80K +$55.4K +3,900 +229%
EIP
66
Ellis Investment Partners
Pennsylvania
$74K +$781 +55 +1%
SFS
67
Sowell Financial Services
Arkansas
$56K +$55.3K +3,895 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$51K +$51.1K +3,600 New
RIA
69
Realta Investment Advisors
Delaware
$49K +$9.85K +693 +25%
TFS
70
TrustCore Financial Services
Tennessee
$49K +$13.5K +951 +38%
SSB
71
Sandy Spring Bank
Maryland
$43K – – –
SWM
72
Selective Wealth Management
Virginia
$31K +$30.4K +2,139 New
FHA
73
Flagship Harbor Advisors
Massachusetts
$28K – – –
PAM
74
Panagora Asset Management
Massachusetts
$27K +$26.6K +1,873 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$21K – – –
1 2
3
4

NMZ Hedge Fund Activity: Q3 2019 in Review

83 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2019, worth a combined $76.3M — up 8.9% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMZ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $1.21M. The largest seller was Stifel Financial, cutting an estimated $985K.

  • 83 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2019, up from 76 in Q2 2019.
  • Funds reported $76.3M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2019 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2019 was UBS Group, an estimated $1.21M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2019 was Stifel Financial, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2019.