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Nuveen Municipal High Income Opportunity Fund
NMZ

77 hedge funds and large institutions have $76.9M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 76 → 77 (+1)

1% more capital invested

Capital invested by funds: $76M → $76.9M (+$898K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.37% less ownership

Funds ownership: 10.22% → 8.86% (-1.4%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
22
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$3.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.81M
3
Invesco
Invesco
Georgia
+$780K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$709K
5
First Trust Advisors
First Trust Advisors
Illinois
+$593K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$10.3M
2
Stifel Financial
Stifel Financial
Missouri
-$1.91M
3
LCM
Landscape Capital Management
New Jersey
-$1.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
5
WAM
Wolverine Asset Management
Illinois
-$922K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$14.1M +$3.3M +259,432 +33%
GC
2
Guggenheim Capital
Illinois
$8.4M +$535K +42,011 +7%
UBS Group
3
UBS Group
Switzerland
$7.81M +$342K +26,896 +5%
Stifel Financial
4
Stifel Financial
Missouri
$6.42M -$1.91M -150,128 -24%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.33M +$91.2K +7,170 +3%
VanEck Associates
6
VanEck Associates
New York
$2.7M +$166K +13,007 +7%
Bank of America
7
Bank of America
North Carolina
$2.28M -$103K -8,114 -5%
Wells Fargo
8
Wells Fargo
California
$2.15M -$66.9K -5,258 -3%
Morgan Stanley
9
Morgan Stanley
New York
$2.07M +$93.4K +7,337 +5%
Invesco
10
Invesco
Georgia
$2.06M +$780K +61,305 +67%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$1.81M +142,423 +1,509%
RJA
12
Raymond James & Associates
Florida
$1.76M -$681K -53,507 -29%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.74M +$24.5K +1,924 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.34M +$214K +16,840 +20%
AAM
15
Advisors Asset Management
Colorado
$1.23M -$91.4K -7,181 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M +$709K +55,714 +253%
Cohen & Steers
17
Cohen & Steers
New York
$1.02M +$174K +13,672 +22%
TCM
18
Traynor Capital Management
Pennsylvania
$963K +$98.7K +7,756 +12%
Ameriprise
19
Ameriprise
Minnesota
$873K -$82.1K -6,448 -9%
BRWA
20
B. Riley Wealth Advisors
Florida
$850K +$180K +14,132 +29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$839K -$51.3K -4,034 -6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$765K -$87.6K -6,887 -11%
LPL Financial
23
LPL Financial
California
$683K +$96.8K +7,607 +18%
SWP
24
Stratos Wealth Partners
Ohio
$651K +$356 +28 +0.1%
First Trust Advisors
25
First Trust Advisors
Illinois
$631K +$593K +46,630 New
1
2 3 4

NMZ Hedge Fund Activity: Q1 2019 in Review

77 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2019, worth a combined $76.9M — up 1.2% from $76M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 14 closed out — a net gain of 2 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $3.3M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $10.3M sold.

  • 77 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2019, up from 76 in Q4 2018.
  • Funds reported $76.9M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2019 and 14 closed out, a net change of +2 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2019 was Robinson Capital Management, an estimated $3.3M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2019.