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Nuveen Municipal High Income Opportunity Fund

46 hedge funds and large institutions have $41.2M invested in Nuveen Municipal High Income Opportunity Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

17% more capital invested

Capital invested by funds: $35.3M → $41.2M (+$5.95M)

12% more funds holding

Funds holding: 4146 (+5)

0.77% more ownership

Funds ownership: 5.54%6.31% (+0.77%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$9.92M +$1.31M +99,590 +15%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.28M -$9.03K -687 -0.2%
GC
3
Guggenheim Capital
Illinois
$3.96M +$1.02M +77,612 +35%
Morgan Stanley
4
Morgan Stanley
New York
$3.19M +$500K +38,073 +19%
AAM
5
Advisors Asset Management
Colorado
$2.99M -$183K -13,917 -6%
HK
6
Horizon Kinetics
New York
$1.79M +$1.14M +86,433 +178%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$1.57M +$18.6K +1,416 +1%
Bank of America
8
Bank of America
North Carolina
$1.22M +$91.9K +6,989 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.2M -$7.19K -547 -0.6%
LPL Financial
10
LPL Financial
California
$1.19M -$215K -16,360 -15%
Wells Fargo
11
Wells Fargo
California
$1.12M -$83.8K -6,376 -7%
Invesco
12
Invesco
Georgia
$991K -$71.6K -5,450 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$985K +$4.3K +327 +0.4%
First Trust Advisors
14
First Trust Advisors
Illinois
$957K +$93.3K +7,095 +11%
NPC
15
National Planning Corporation
California
$594K
CAN
16
Cetera Advisor Networks
California
$568K +$73.6K +5,600 +15%
BIM
17
Bridgecreek Investment Management
Oklahoma
$513K
VanEck Associates
18
VanEck Associates
New York
$413K +$71.8K +5,463 +21%
Stifel Financial
19
Stifel Financial
Missouri
$386K +$383K +29,100 New
BRWA
20
B. Riley Wealth Advisors
Florida
$337K +$336K +25,531 +101%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$333K
CBU
22
CIBC Bank USA
Illinois
$279K +$48.1K +3,663 +21%
US Bancorp
23
US Bancorp
Minnesota
$260K +$128K +9,705 +98%
VC
24
Vicus Capital
Pennsylvania
$243K -$1.63K -124 -0.7%
B
25
Baird
Wisconsin
$173K

NMZ Hedge Fund Activity: Q2 2014 in Review

46 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2014, worth a combined $41.2M — up 17% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NMZ positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was UBS, adding an estimated $1.31M. The largest seller was LPL Financial, cutting an estimated $215K.

  • 46 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2014, up from 41 in Q1 2014.
  • Funds reported $41.2M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2014, up 17% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2014 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2014 was UBS, an estimated $1.31M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2014 was LPL Financial, an estimated $215K sold.

Based on aggregated 13F filings for Q2 2014.