We are live on ! Find out more
NMZ icon

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
RIA
76
Realta Investment Advisors
Delaware
$64K +$14.9K +1,047 +31%
TFS
77
TrustCore Financial Services
Tennessee
$59K +$10.2K +719 +21%
CT
78
Caldwell Trust
Florida
$49.7K +$49.8K +3,500 New
SSB
79
Sandy Spring Bank
Maryland
$43K – – –
SFS
80
Sowell Financial Services
Arkansas
$39K -$16.3K -1,150 -30%
SWM
81
Selective Wealth Management
Virginia
$30K – – –
TA
82
TFG Advisers
Michigan
$29K +$29.4K +2,065 New
FHA
83
Flagship Harbor Advisors
Massachusetts
$28K – – –
WB
84
Webster Bank
Connecticut
$21K – – –
CFB
85
Cullen/Frost Bankers
Texas
$20K – – –
Citigroup
86
Citigroup
New York
$19K – – –
SBL
87
Sargent Bickham Lagudis
Colorado
$13K – – –
PAM
88
Panagora Asset Management
Massachusetts
$11K -$15.6K -1,094 -58%
RMAM
89
Raab & Moskowitz Asset Management
New Jersey
$11K +$11.4K +800 New
BWL
90
Bogart Wealth LLC
Virginia
$10K – – –
SL
91
Salomon & Ludwin
Virginia
$10K – – –
ASN
92
Advisory Services Network
Georgia
$5K +$4.72K +332 New
TI
93
tru Independence
Oregon
$5K +$5.2K +366 New
NFG
94
Next Financial Group
Texas
$2K – – –
BlackRock
95
BlackRock
New York
– -$400K -27,981 Closed
PAS
96
Partnervest Advisory Services
California
– -$198K -13,880 Closed
Millennium Management
97
Millennium Management
New York
– -$194K -13,613 Closed
MML Investors Services
98
MML Investors Services
Massachusetts
– -$192K -13,471 Closed
CIAS
99
Capital Investment Advisory Services
North Carolina
– -$21K -1,500 Closed
FIA
100
FNY Investment Advisers
New York
– -$7K -516 Closed
1 2 3
4

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.