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Nuveen Municipal High Income Opportunity Fund

49 hedge funds and large institutions have $31.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4949 (0)

0.5% less ownership

Funds ownership: 5.34%4.84% (-0.5%)

14% less capital invested

Capital invested by funds: $36.4M → $31.4M (-$5.04M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.8M -$113K -8,348 -1%
GC
2
Guggenheim Capital
Illinois
$2.33M -$2.16M -160,017 -47%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.77M -$1.43M -105,877 -44%
Bank of America
4
Bank of America
North Carolina
$1.59M -$114K -8,454 -6%
ICAS
5
Investors Capital Advisory Services
Massachusetts
$1.51M +$49.4K +3,655 +3%
LPL Financial
6
LPL Financial
California
$1.34M -$540 -40 -0%
Morgan Stanley
7
Morgan Stanley
New York
$1.29M -$40K -2,964 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.15M +$42.4K +3,140 +4%
Wells Fargo
9
Wells Fargo
California
$1.03M +$249K +18,404 +30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$991K +$20.2K +1,494 +2%
TCM
11
Traynor Capital Management
Pennsylvania
$730K +$132K +9,785 +21%
IAS
12
IMA Advisory Services
Colorado
$653K
VanEck Associates
13
VanEck Associates
New York
$583K +$73.4K +5,434 +14%
First Trust Advisors
14
First Trust Advisors
Illinois
$546K -$5.27K -390 -0.9%
NPC
15
National Planning Corporation
California
$508K -$68.8K -5,095 -12%
Stifel Financial
16
Stifel Financial
Missouri
$426K +$13.5K +1,000 +3%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$361K -$7.24K -536 -2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$286K
CBU
19
CIBC Bank USA
Illinois
$275K
OC
20
Oppenheimer & Co
New York
$257K +$50.9K +3,765 +24%
US Bancorp
21
US Bancorp
Minnesota
$256K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$229K +$236K +17,500 New
Goldman Sachs
23
Goldman Sachs
New York
$228K +$236K +17,460 New
HK
24
Horizon Kinetics
New York
$221K
Creative Planning
25
Creative Planning
Kansas
$217K +$162K +12,014 +260%

NMZ Hedge Fund Activity: Q2 2015 in Review

49 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2015, worth a combined $31.4M — down 14% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMZ positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $249K. The largest seller was Guggenheim Capital, cutting an estimated $2.16M.

  • 49 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $31.4M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2015, down 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2015 was Wells Fargo, an estimated $249K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2015 was Guggenheim Capital, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2015.