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Nuveen Municipal High Income Opportunity Fund

51 hedge funds and large institutions have $47M invested in Nuveen Municipal High Income Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $42.7M → $47M (+$4.37M)

6% more funds holding

Funds holding: 4851 (+3)

0.2% more ownership

Funds ownership: 5.59%5.79% (+0.2%)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.7M +$1.68M +126,314 +21%
UBS Group
2
UBS Group
Switzerland
$6.56M -$197K -14,787 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.93M -$232K -17,393 -6%
Bank of America
4
Bank of America
North Carolina
$3.04M +$216K +16,174 +8%
Wells Fargo
5
Wells Fargo
California
$1.79M +$215K +16,140 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.74M +$39.2K +2,938 +2%
VanEck Associates
7
VanEck Associates
New York
$1.37M +$237K +17,786 +21%
CCMG
8
Clark Capital Management Group
Pennsylvania
$1.3M +$239K +17,908 +23%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M
PAG
10
Private Advisor Group
New Jersey
$1.23M -$8.4K -630 -0.7%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.22M +$143K +10,687 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.18M +$54.6K +4,091 +5%
TCM
13
Traynor Capital Management
Pennsylvania
$1.17M +$219K +16,405 +23%
Ameriprise
14
Ameriprise
Minnesota
$1.15M +$75.4K +5,657 +7%
RJA
15
Raymond James & Associates
Florida
$1.12M +$33.3K +2,495 +3%
IA
16
IFP Advisors
Florida
$959K +$34.7K +2,601 +4%
Invesco
17
Invesco
Georgia
$920K +$20.2K +1,515 +2%
ICA
18
Infrastructure Capital Advisors
New York
$770K
SWP
19
Stratos Wealth Partners
Ohio
$764K +$27 +2 +0%
AAM
20
Advisors Asset Management
Colorado
$707K +$342K +25,639 +95%
MIAN
21
Mariner Independent Advisor Network
Kansas
$449K +$447K +33,500 New
NPC
22
National Planning Corporation
California
$357K +$49.3K +3,700 +16%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$341K +$202K +15,120 +147%
Stifel Financial
24
Stifel Financial
Missouri
$339K -$2.67K -200 -0.8%
HB
25
Homrich & Berg
Georgia
$318K

NMZ Hedge Fund Activity: Q2 2017 in Review

51 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2017, worth a combined $47M — up 10% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMZ positions and 2 closed out — a net gain of 3 holders — while 26 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.68M. The largest seller was LPL Financial, cutting an estimated $779K.

  • 51 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2017, up from 48 in Q1 2017.
  • Funds reported $47M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2017, up 10% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2017 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2017 was Guggenheim Capital, an estimated $1.68M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2017 was LPL Financial, an estimated $779K sold.

Based on aggregated 13F filings for Q2 2017.