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Nuveen Municipal High Income Opportunity Fund

49 hedge funds and large institutions have $36.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% less ownership

Funds ownership: 5.84%5.34% (-0.51%)

5% less capital invested

Capital invested by funds: $38.2M → $36.4M (-$1.78M)

6% less funds holding

Funds holding: 5249 (-3)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.6M +$115K +8,338 +1%
GC
2
Guggenheim Capital
Illinois
$4.68M -$339K -24,636 -7%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M +$4.25K +309 +0.1%
Bank of America
4
Bank of America
North Carolina
$1.81M +$391K +28,423 +28%
ICAS
5
Investors Capital Advisory Services
Massachusetts
$1.55M -$12.7K -925 -0.8%
LPL Financial
6
LPL Financial
California
$1.41M -$171K -12,464 -11%
Morgan Stanley
7
Morgan Stanley
New York
$1.41M -$1.27M -92,219 -48%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.18M +$103K +7,519 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.03M -$6.13K -446 -0.6%
Wells Fargo
10
Wells Fargo
California
$841K +$73.3K +5,332 +10%
IAS
11
IMA Advisory Services
Colorado
$692K +$688K +50,000 New
TCM
12
Traynor Capital Management
Pennsylvania
$638K +$269K +19,586 +74%
NPC
13
National Planning Corporation
California
$588K -$30.3K -2,205 -5%
First Trust Advisors
14
First Trust Advisors
Illinois
$584K -$407K -29,612 -41%
VanEck Associates
15
VanEck Associates
New York
$543K +$51.5K +3,744 +11%
Stifel Financial
16
Stifel Financial
Missouri
$437K -$20.6K -1,500 -5%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$390K +$39.3K +2,857 +11%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$303K +$246K +17,883 +447%
BRWA
19
B. Riley Wealth Advisors
Florida
$291K -$375K -27,252 -56%
CBU
20
CIBC Bank USA
Illinois
$291K
BIM
21
Bridgecreek Investment Management
Oklahoma
$273K -$316K -23,000 -54%
US Bancorp
22
US Bancorp
Minnesota
$271K
HK
23
Horizon Kinetics
New York
$234K
OC
24
Oppenheimer & Co
New York
$220K -$57.8K -4,203 -21%
B
25
Baird
Wisconsin
$209K +$27.5K +2,000 +15%

NMZ Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2015, worth a combined $36.4M — down 4.7% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NMZ and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $688K. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2015, down from 52 in Q4 2014.
  • Funds reported $36.4M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2015, down 4.7% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2015 and 8 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2015 was IMA Advisory Services, an estimated $688K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2015 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2015.