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Nuveen Municipal High Income Opportunity Fund

44 hedge funds and large institutions have $34.1M invested in Nuveen Municipal High Income Opportunity Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $31.4M → $34.1M (+$2.71M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.19% more ownership

Funds ownership: 4.76%4.96% (+0.19%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.3M -$2.41M -177,071 -23%
GC
2
Guggenheim Capital
Illinois
$4.32M +$2.01M +147,964 +90%
LPL Financial
3
LPL Financial
California
$3.11M +$1.57M +115,496 +107%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.73M -$146K -10,750 -8%
Wells Fargo
5
Wells Fargo
California
$1.73M -$22.7K -1,671 -1%
Bank of America
6
Bank of America
North Carolina
$1.65M -$179K -13,172 -10%
Morgan Stanley
7
Morgan Stanley
New York
$1.41M +$95.4K +7,009 +7%
LCM
8
Laurion Capital Management
New York
$1.41M +$1.38M +101,685 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.17M +$116K +8,516 +11%
ICAS
10
Investors Capital Advisory Services
Massachusetts
$1.06M -$379K -27,825 -27%
TCM
11
Traynor Capital Management
Pennsylvania
$919K +$1.42K +104 +0.2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$708K +$351K +25,795 +101%
VanEck Associates
13
VanEck Associates
New York
$639K +$72.5K +5,328 +13%
IA
14
IFP Advisors
Florida
$552K +$543K +39,917 New
SWP
15
Stratos Wealth Partners
Ohio
$551K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$545K +$49.9K +3,663 +10%
First Trust Advisors
17
First Trust Advisors
Illinois
$517K -$49.8K -3,655 -9%
NPC
18
National Planning Corporation
California
$438K -$84.4K -6,200 -17%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$382K -$848K -62,315 -69%
US Bancorp
20
US Bancorp
Minnesota
$271K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$264K -$241K -17,738 -48%
Stifel Financial
22
Stifel Financial
Missouri
$224K +$20.4K +1,500 +10%
BRWA
23
B. Riley Wealth Advisors
Florida
$223K -$11.8K -865 -5%
VC
24
Vicus Capital
Pennsylvania
$222K +$4.6K +338 +2%
VKH
25
Virtu KCG Holdings
New York
$217K +$42.9K +3,154 +25%

NMZ Hedge Fund Activity: Q4 2015 in Review

44 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2015, worth a combined $34.1M — up 8.6% from $31.4M a quarter earlier.

Fund positioning in NMZ was balanced in Q4 2015: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.01M. The largest seller was UBS Group, cutting an estimated $2.41M.

  • 44 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $34.1M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2015, up 8.6% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2015 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2015 was Guggenheim Capital, an estimated $2.01M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2015 was UBS Group, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2015.