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Nuveen Municipal High Income Opportunity Fund

67 hedge funds and large institutions have $55.3M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

24% more funds holding

Funds holding: 5467 (+13)

17% more capital invested

Capital invested by funds: $47.1M → $55.3M (+$8.19M)

1.52% more ownership

Funds ownership: 5.48%7% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
18
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$7.17M +$6.46M +493,568 +616%
GC
2
Guggenheim Capital
Illinois
$7.05M -$143K -10,927 -2%
UBS Group
3
UBS Group
Switzerland
$6.59M +$574K +43,899 +9%
Bank of America
4
Bank of America
North Carolina
$3M -$216K -16,507 -6%
Wells Fargo
5
Wells Fargo
California
$2.43M +$649K +49,632 +34%
Morgan Stanley
6
Morgan Stanley
New York
$2.36M -$389K -29,719 -14%
Stifel Financial
7
Stifel Financial
Missouri
$2.08M +$1.79M +136,814 +459%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.86M +$4.36K +333 +0.2%
Invesco
9
Invesco
Georgia
$1.75M -$292K -22,280 -14%
VanEck Associates
10
VanEck Associates
New York
$1.5M +$19.5K +1,493 +1%
CCMG
11
Clark Capital Management Group
Pennsylvania
$1.33M +$227K +17,360 +20%
TCM
12
Traynor Capital Management
Pennsylvania
$1.15M -$172K -13,124 -12%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.15M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.09M +$366K +27,984 +47%
Ameriprise
15
Ameriprise
Minnesota
$1.04M -$106K -8,137 -9%
RJA
16
Raymond James & Associates
Florida
$895K -$162K -12,382 -15%
PAG
17
Private Advisor Group
New Jersey
$885K +$676K +51,675 +270%
AAM
18
Advisors Asset Management
Colorado
$868K -$19.1K -1,463 -2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$749K +$79.4K +6,068 +11%
SWP
20
Stratos Wealth Partners
Ohio
$737K +$12K +920 +2%
LPL Financial
21
LPL Financial
California
$719K +$428K +32,729 +132%
ICA
22
Infrastructure Capital Advisors
New York
$718K
WAM
23
Weiss Asset Management
Massachusetts
$654K +$684K +52,297 New
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$623K
MIAN
25
Mariner Independent Advisor Network
Kansas
$438K

NMZ Hedge Fund Activity: Q1 2018 in Review

67 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2018, worth a combined $55.3M — up 17% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 5 closed out — a net gain of 13 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $6.46M. The largest seller was Morgan Stanley, cutting an estimated $389K.

  • 67 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2018, up from 54 in Q4 2017.
  • Funds reported $55.3M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2018, up 17% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2018 and 5 closed out, a net change of +13 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2018 was Laurion Capital Management, an estimated $6.46M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2018 was Morgan Stanley, an estimated $389K sold.

Based on aggregated 13F filings for Q1 2018.