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Nuveen Municipal High Income Opportunity Fund

45 hedge funds and large institutions have $43.8M invested in Nuveen Municipal High Income Opportunity Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding

Funds holding: 4545 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less capital invested

Capital invested by funds: $44.8M → $43.8M (-$950K)

1.08% less ownership

Funds ownership: 6.21%5.13% (-1.1%)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.2M +$3.85M +269,676 +56%
UBS Group
2
UBS Group
Switzerland
$7.02M -$1.13M -79,260 -14%
Bank of America
3
Bank of America
North Carolina
$3.98M +$282K +19,778 +8%
LPL Financial
4
LPL Financial
California
$2.63M -$2.68M -187,978 -52%
Morgan Stanley
5
Morgan Stanley
New York
$2.38M +$834K +58,523 +58%
VanEck Associates
6
VanEck Associates
New York
$1.64M +$479K +33,591 +44%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M -$271K -19,000 -15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.42M +$147K +10,296 +12%
Wells Fargo
9
Wells Fargo
California
$1.36M +$145K +10,169 +13%
ICAS
10
Investors Capital Advisory Services
Massachusetts
$1.09M -$29.2K -2,051 -3%
TCM
11
Traynor Capital Management
Pennsylvania
$981K +$112K +7,870 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$962K +$111K +7,750 +14%
IA
13
IFP Advisors
Florida
$921K +$847K +59,401 +2,336%
SWP
14
Stratos Wealth Partners
Ohio
$599K +$4.99K +350 +0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$535K +$513K +35,965 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$497K +$59.4K +4,168 +14%
HB
17
Homrich & Berg
Georgia
$475K +$456K +31,947 New
NPC
18
National Planning Corporation
California
$468K
First Trust Advisors
19
First Trust Advisors
Illinois
$443K -$63.1K -4,425 -13%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$386K -$28.2K -1,979 -7%
US Bancorp
21
US Bancorp
Minnesota
$328K +$34.8K +2,441 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$287K +$91.9K +6,442 +50%
Stifel Financial
23
Stifel Financial
Missouri
$245K -$14.3K -1,000 -6%
ICOA
24
Investment Centers of America
North Dakota
$240K +$442 +31 +0.2%
VC
25
Vicus Capital
Pennsylvania
$240K +$542 +38 +0.2%

NMZ Hedge Fund Activity: Q2 2016 in Review

45 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2016, worth a combined $43.8M — down 2.1% from $44.8M a quarter earlier.

Fund positioning in NMZ was balanced in Q2 2016: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.85M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $4.83M sold.

  • 45 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $43.8M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2016, down 2.1% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2016 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2016 was Guggenheim Capital, an estimated $3.85M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2016 was Laurion Capital Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2016.