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Nuveen Municipal High Income Opportunity Fund
NMZ

71 hedge funds and large institutions have $56.8M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

6% more funds holding

Funds holding: 67 → 71 (+4)

3% more capital invested

Capital invested by funds: $55.3M → $56.8M (+$1.48M)

0.13% more ownership

Funds ownership: 7% → 7.13% (+0.13%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$4.47M
2
Stifel Financial
Stifel Financial
Missouri
+$2.47M
3
UBS Group
UBS Group
Switzerland
+$515K
4
VanEck Associates
VanEck Associates
New York
+$338K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$336K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$5.09M
2
GC
Guggenheim Capital
Illinois
-$1.2M
3
PAG
Private Advisor Group
New Jersey
-$885K
4
WAM
Weiss Asset Management
Massachusetts
-$654K
5
TCM
Traynor Capital Management
Pennsylvania
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.2M +$515K +41,126 +8%
GC
2
Guggenheim Capital
Illinois
$5.93M -$1.2M -95,691 -17%
Stifel Financial
3
Stifel Financial
Missouri
$4.62M +$2.47M +197,736 +119%
RCM
4
Robinson Capital Management
Michigan
$4.53M +$4.47M +357,361 New
Bank of America
5
Bank of America
North Carolina
$3M -$38.5K -3,073 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.53M +$135K +10,811 +6%
Wells Fargo
7
Wells Fargo
California
$2.5M +$33.2K +2,653 +1%
LCM
8
Laurion Capital Management
New York
$2.11M -$5.09M -407,146 -71%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.02M +$130K +10,428 +7%
VanEck Associates
10
VanEck Associates
New York
$1.86M +$338K +27,022 +23%
Invesco
11
Invesco
Georgia
$1.79M +$18.3K +1,464 +1%
CCMG
12
Clark Capital Management Group
Pennsylvania
$1.47M +$128K +10,199 +10%
RJA
13
Raymond James & Associates
Florida
$1.23M +$319K +25,522 +36%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$113K -9,050 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.04M -$69.1K -5,520 -6%
Ameriprise
16
Ameriprise
Minnesota
$1.03M -$20.2K -1,616 -2%
AAM
17
Advisors Asset Management
Colorado
$970K +$124K +9,871 +15%
TCM
18
Traynor Capital Management
Pennsylvania
$906K -$254K -20,291 -22%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$749K – – –
ICA
20
Infrastructure Capital Advisors
New York
$727K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$704K +$336K +26,864 +94%
TC
22
Truvestments Capital
Florida
$647K +$639K +51,100 New
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$631K – – –
SWP
24
Stratos Wealth Partners
Ohio
$608K -$137K -10,910 -19%
LPL Financial
25
LPL Financial
California
$522K -$205K -16,356 -28%
1
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NMZ Hedge Fund Activity: Q2 2018 in Review

71 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2018, worth a combined $56.8M — up 2.7% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMZ positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $4.47M. The largest seller was Laurion Capital Management, cutting an estimated $5.09M.

  • 71 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2018, up from 67 in Q1 2018.
  • Funds reported $56.8M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2018 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2018 was Robinson Capital Management, an estimated $4.47M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2018 was Laurion Capital Management, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2018.