Nuveen Municipal High Income Opportunity Fund
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.21M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.18M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$683K |
| 4 |
Morgan Stanley
New York
|
+$584K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$985K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$638K |
| 3 |
Citigroup
New York
|
-$386K |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$379K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WB
76
Webster Bank
Waterbury,
Connecticut
| $21K | – | – | – |
|
|
CFB
77
Cullen/Frost Bankers
San Antonio,
Texas
| $20K | – | – | – |
|
|
78
Citigroup
New York
| $19K | -$386K | -27,141 | -95% |
|
|
SBL
79
Sargent Bickham Lagudis
Boulder,
Colorado
| $13K | +$12.7K | +897 | New |
|
|
BWL
80
Bogart Wealth LLC
Mclean,
Virginia
| $10K | – | – | – |
|
|
SL
81
Salomon & Ludwin
Richmond,
Virginia
| $10K | – | – | – |
|
|
FIA
82
FNY Investment Advisers
New York
| $7K | +$426 | +30 | +6% |
|
|
NFG
83
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
84
Allianz Asset Management
Munich,
Germany
| – | -$379K | -27,160 | Closed |
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$174K | -12,497 | Closed |
|
|
ICA
86
Infrastructure Capital Advisors
New York
| – | -$154K | -11,000 | Closed |
|
|
RFN
87
RDA Financial Network
Akron,
Iowa
| – | -$152K | -10,800 | Closed |
|
|
AF
88
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6K | -459 | Closed |
|
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.