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Nuveen Municipal High Income Opportunity Fund

68 hedge funds and large institutions have $55.9M invested in Nuveen Municipal High Income Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0.19% less ownership

Funds ownership: 7.13%6.95% (-0.19%)

2% less capital invested

Capital invested by funds: $56.8M → $55.9M (-$872K)

4% less funds holding

Funds holding: 7168 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$7.18M +$2.67M +207,671 +57%
UBS Group
2
UBS Group
Switzerland
$7.02M -$114K -8,851 -2%
GC
3
Guggenheim Capital
Illinois
$6.33M +$471K +36,600 +8%
RCM
4
Robinson Capital Management
Michigan
$4.29M -$195K -15,183 -4%
Bank of America
5
Bank of America
North Carolina
$3.25M +$285K +22,186 +9%
Wells Fargo
6
Wells Fargo
California
$2.6M +$126K +9,783 +5%
Morgan Stanley
7
Morgan Stanley
New York
$2.36M -$147K -11,392 -6%
VanEck Associates
8
VanEck Associates
New York
$1.88M +$32.8K +2,549 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.83M -$170K -13,228 -8%
RJA
10
Raymond James & Associates
Florida
$1.78M +$576K +44,734 +46%
Invesco
11
Invesco
Georgia
$1.61M -$161K -12,512 -9%
AAM
12
Advisors Asset Management
Colorado
$1.14M +$183K +14,208 +19%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M -$13.1K -1,019 -1%
Ameriprise
14
Ameriprise
Minnesota
$975K -$49.4K -3,836 -5%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$972K -$71.4K -5,550 -7%
TCM
16
Traynor Capital Management
Pennsylvania
$944K +$45K +3,499 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$872K +$179K +13,905 +25%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$837K +$85.4K +6,635 +11%
ICA
19
Infrastructure Capital Advisors
New York
$721K
NMC
20
Nine Masts Capital
Hong Kong
$646K +$663K +51,500 New
SWP
21
Stratos Wealth Partners
Ohio
$603K +$360 +28 +0.1%
TC
22
Truvestments Capital
Florida
$560K -$83.6K -6,500 -13%
LPL Financial
23
LPL Financial
California
$522K +$4.89K +380 +0.9%
WS
24
Wedbush Securities
California
$369K
MML Investors Services
25
MML Investors Services
Massachusetts
$357K +$32.5K +2,525 +10%

NMZ Hedge Fund Activity: Q3 2018 in Review

68 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2018, worth a combined $55.9M — down 1.5% from $56.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NMZ and 10 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.67M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.11M sold.

  • 68 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $55.9M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2018, down 1.5% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2018 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2018 was Stifel Financial, an estimated $2.67M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2018 was Laurion Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2018.