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Nuveen Municipal High Income Opportunity Fund

44 hedge funds and large institutions have $31.4M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $31.4M → $31.4M (+$56.6K)

0.08% less ownership

Funds ownership: 4.84%4.76% (-0.08%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

10% less funds holding

Funds holding: 4944 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.3M -$673K -50,384 -6%
GC
2
Guggenheim Capital
Illinois
$2.19M -$181K -13,586 -8%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M
Bank of America
4
Bank of America
North Carolina
$1.76M +$141K +10,550 +9%
Wells Fargo
5
Wells Fargo
California
$1.68M +$633K +47,359 +60%
LPL Financial
6
LPL Financial
California
$1.46M +$87.6K +6,559 +6%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$1.39M -$148K -11,050 -10%
Morgan Stanley
8
Morgan Stanley
New York
$1.26M -$49.7K -3,722 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.2M +$24K +1,796 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.01M -$521 -39 -0.1%
TCM
11
Traynor Capital Management
Pennsylvania
$882K +$140K +10,498 +19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$568K +$571K +42,732 New
First Trust Advisors
13
First Trust Advisors
Illinois
$546K -$9.42K -705 -2%
VanEck Associates
14
VanEck Associates
New York
$544K -$49.9K -3,735 -8%
SWP
15
Stratos Wealth Partners
Ohio
$530K +$399K +29,900 +299%
NPC
16
National Planning Corporation
California
$516K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$490K +$123K +9,242 +33%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$476K +$244K +18,300 +105%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$340K +$48.1K +3,600 +16%
US Bancorp
20
US Bancorp
Minnesota
$261K
DA
21
Doliver Advisors
Texas
$258K +$279K +20,909 New
BRWA
22
B. Riley Wealth Advisors
Florida
$226K +$226K +16,937 New
HK
23
Horizon Kinetics
New York
$221K -$3.23K -242 -1%
VC
24
Vicus Capital
Pennsylvania
$209K -$9.63K -721 -4%
Stifel Financial
25
Stifel Financial
Missouri
$195K -$239K -17,900 -55%

NMZ Hedge Fund Activity: Q3 2015 in Review

44 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2015, worth a combined $31.4M — up 0.18% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMZ and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $633K. The largest seller was UBS Group, cutting an estimated $673K.

  • 44 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2015, down from 49 in Q2 2015.
  • Funds reported $31.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2015, up 0.18% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2015 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2015 was Wells Fargo, an estimated $633K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2015 was UBS Group, an estimated $673K sold.

Based on aggregated 13F filings for Q3 2015.