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Nuveen Municipal High Income Opportunity Fund
NMZ

94 hedge funds and large institutions have $88.6M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $76.3M → $88.6M (+$12.3M)

13% more funds holding

Funds holding: 83 → 94 (+11)

1.41% more ownership

Funds ownership: 8.34% → 9.75% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
37
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.06M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.88M
3
UBS Group
UBS Group
Switzerland
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$940K
5
Cohen & Steers
Cohen & Steers
New York
+$868K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$1.9M
2
BlackRock
BlackRock
New York
-$400K
3
Invesco
Invesco
Georgia
-$202K
4
PAS
Partnervest Advisory Services
California
-$198K
5
Millennium Management
Millennium Management
New York
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$243K +$90.4K +6,356 +59%
NA
52
NewEdge Advisors
Louisiana
$234K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$234K +$235K +16,515 New
CFGS
54
Concourse Financial Group Securities
Alabama
$223K +$25K +1,759 +13%
AWM
55
Altium Wealth Management
New York
$218K – – –
HKAM
56
Horizon Kinetics Asset Management
New York
$218K – – –
IFAM
57
Institutional & Family Asset Management
Colorado
$211K -$141K -9,916 -40%
TW
58
TrinityPoint Wealth
Connecticut
$207K – – –
RJT
59
Raymond James Trust
Florida
$196K – – –
DDPIC
60
Deroy & Devereaux Private Investment Counsel
Michigan
$195K – – –
DLG
61
Daniel L. Goodwin
$179K – – –
HVIA
62
Hudson Valley Investment Advisors
New York
$163K – – –
AG
63
Advisor Group
Arizona
$163K +$84.6K +5,950 +106%
FAAS
64
First Allied Advisory Services
California
$160K +$4.93K +347 +3%
TC
65
Truvestments Capital
Florida
$156K – – –
QCIG
66
Quad-Cities Investment Group
Iowa
$153K -$14 -1 -0%
APA
67
American Portfolios Advisors
New York
$149K +$19.1K +1,347 +15%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$146K – – –
CP
69
Camelot Portfolios
Ohio
$144K +$144K +10,148 New
US Bancorp
70
US Bancorp
Minnesota
$143K – – –
EWM
71
EPG Wealth Management
Georgia
$118K +$118K +8,283 New
SPIA
72
Steward Partners Investment Advisory
New York
$104K +$156 +11 +0.1%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$85K -$5.91K -416 -7%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$77K +$25.6K +1,800 +50%
EIP
75
Ellis Investment Partners
Pennsylvania
$74K +$796 +56 +1%
1 2
3
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NMZ Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2019, worth a combined $88.6M — up 16% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.06M. The largest seller was Robinson Capital Management, cutting an estimated $1.9M.

  • 94 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2019, up from 83 in Q3 2019.
  • Funds reported $88.6M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2019 and 6 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $2.06M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2019 was Robinson Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2019.