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Nuveen Municipal High Income Opportunity Fund

48 hedge funds and large institutions have $45.3M invested in Nuveen Municipal High Income Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 4548 (+3)

3% more capital invested

Capital invested by funds: $43.8M → $45.3M (+$1.42M)

0.63% more ownership

Funds ownership: 5.13%5.76% (+0.63%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.9M -$53.1K -3,567 -0.5%
UBS Group
2
UBS Group
Switzerland
$6.52M -$339K -22,793 -5%
Bank of America
3
Bank of America
North Carolina
$4.86M +$999K +67,167 +25%
Morgan Stanley
4
Morgan Stanley
New York
$3.12M +$822K +55,267 +35%
LPL Financial
5
LPL Financial
California
$2.28M -$221K -14,882 -9%
LCM
6
Laurion Capital Management
New York
$1.69M +$1.73M +116,618 New
VanEck Associates
7
VanEck Associates
New York
$1.63M +$26.6K +1,789 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M -$79.3K -5,332 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.39M +$6.9K +464 +0.5%
Wells Fargo
10
Wells Fargo
California
$1.3M -$27.3K -1,832 -2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$934K
IA
12
IFP Advisors
Florida
$899K +$461 +31 +0.1%
TCM
13
Traynor Capital Management
Pennsylvania
$828K -$61.8K -4,154 -6%
PAG
14
Private Advisor Group
New Jersey
$781K +$811K +54,536 New
SWP
15
Stratos Wealth Partners
Ohio
$584K
NPC
16
National Planning Corporation
California
$520K +$109K +7,340 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$513K -$8.97K -603 -2%
DA
18
Doliver Advisors
Texas
$429K +$440K +29,549 New
HB
19
Homrich & Berg
Georgia
$425K -$40K -2,690 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$420K -$66K -4,439 -13%
US Bancorp
21
US Bancorp
Minnesota
$318K -$2.31K -155 -0.7%
RJA
22
Raymond James & Associates
Florida
$310K +$104K +6,985 +49%
IH
23
IFC Holdings
Florida
$238K +$68K +4,570 +39%
ICOA
24
Investment Centers of America
North Dakota
$235K -$298 -20 -0.1%
VC
25
Vicus Capital
Pennsylvania
$235K +$550 +37 +0.2%

NMZ Hedge Fund Activity: Q3 2016 in Review

48 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2016, worth a combined $45.3M — up 3.2% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NMZ positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $2.64M. The largest seller was First Trust Advisors, exiting entirely with an estimated $443K sold.

  • 48 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2016, up from 45 in Q2 2016.
  • Funds reported $45.3M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2016, up 3.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2016 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2016 was Northern Trust, an estimated $2.64M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2016 was First Trust Advisors, an estimated $443K sold.

Based on aggregated 13F filings for Q3 2016.