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Nuveen Municipal High Income Opportunity Fund
NMZ

54 hedge funds and large institutions have $47.1M invested in Nuveen Municipal High Income Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

0% more funds holding

Funds holding: 54 → 54 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.42% less ownership

Funds ownership: 5.91% → 5.48% (-0.42%)

7% less capital invested

Capital invested by funds: $50.7M → $47.1M (-$3.61M)

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$1.09M
2
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$680K
3
Bank of America
Bank of America
North Carolina
+$352K
4
UBS Group
UBS Group
Switzerland
+$287K
5
Wells Fargo
Wells Fargo
California
+$230K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$2.12M
2
Morgan Stanley
Morgan Stanley
New York
-$1.35M
3
PAG
Private Advisor Group
New Jersey
-$976K
4
IA
IFP Advisors
Florida
-$919K
5
Creative Planning
Creative Planning
Kansas
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.82M -$2.12M -155,570 -21%
UBS Group
2
UBS Group
Switzerland
$6.58M +$287K +21,008 +5%
Bank of America
3
Bank of America
North Carolina
$3.49M +$352K +25,794 +11%
Morgan Stanley
4
Morgan Stanley
New York
$2.98M -$1.35M -99,143 -31%
Invesco
5
Invesco
Georgia
$2.2M +$4.34K +318 +0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.02M +$229K +16,777 +13%
Wells Fargo
7
Wells Fargo
California
$1.97M +$230K +16,856 +13%
VanEck Associates
8
VanEck Associates
New York
$1.61M -$96.4K -7,059 -6%
TCM
9
Traynor Capital Management
Pennsylvania
$1.43M +$51.6K +3,780 +4%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M -$43.6K -3,193 -3%
Ameriprise
11
Ameriprise
Minnesota
$1.24M +$77.6K +5,682 +7%
CCMG
12
Clark Capital Management Group
Pennsylvania
$1.21M -$364K -26,627 -23%
RJA
13
Raymond James & Associates
Florida
$1.14M +$7.73K +566 +0.7%
LCM
14
Laurion Capital Management
New York
$1.09M +$1.09M +80,165 New
AAM
15
Advisors Asset Management
Colorado
$928K -$22.4K -1,638 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$809K +$73.1K +5,355 +10%
SWP
17
Stratos Wealth Partners
Ohio
$790K +$14.8K +1,087 +2%
ICA
18
Infrastructure Capital Advisors
New York
$781K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$733K -$33.7K -2,466 -4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$678K +$680K +49,811 New
MIAN
21
Mariner Independent Advisor Network
Kansas
$478K +$21.9K +1,601 +5%
Stifel Financial
22
Stifel Financial
Missouri
$406K +$33.3K +2,440 +9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$364K +$16.5K +1,207 +5%
LPL Financial
24
LPL Financial
California
$338K +$173K +12,658 +104%
SB
25
Suntrust Banks
Georgia
$331K +$136K +9,961 +81%
1
2 3

NMZ Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2017, worth a combined $47.1M — down 7.1% from $50.7M a quarter earlier.

Fund positioning in NMZ was balanced in Q4 2017: 10 funds opened new positions, 10 closed out, 22 added to existing stakes and 12 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.09M. The largest seller was Guggenheim Capital, cutting an estimated $2.12M.

  • 54 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $47.1M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2017, down 7.1% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2017 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.09M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2017 was Guggenheim Capital, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2017.