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Nuveen Municipal High Income Opportunity Fund
NMZ

76 hedge funds and large institutions have $70.1M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.04% less ownership

Funds ownership: 8.86% → 7.82% (-1%)

1% less funds holding

Funds holding: 77 → 76 (-1)

9% less capital invested

Capital invested by funds: $76.9M → $70.1M (-$6.75M)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
30
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$593K
2
RJA
Raymond James & Associates
Florida
+$505K
3
Morgan Stanley
Morgan Stanley
New York
+$406K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$394K
5
Allianz Asset Management
Allianz Asset Management
Germany
+$374K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$5.11M
2
RCM
Robinson Capital Management
Michigan
-$4.86M
3
UBS Group
UBS Group
Switzerland
-$1.16M
4
Cohen & Steers
Cohen & Steers
New York
-$1.02M
5
GC
Guggenheim Capital
Illinois
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$9.76M -$4.86M -352,950 -34%
GC
2
Guggenheim Capital
Illinois
$7.82M -$825K -59,983 -10%
UBS Group
3
UBS Group
Switzerland
$6.88M -$1.16M -84,356 -15%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.47M +$33.5K +2,435 +1%
Bank of America
5
Bank of America
North Carolina
$2.95M +$593K +43,140 +26%
VanEck Associates
6
VanEck Associates
New York
$2.55M -$228K -16,561 -8%
Morgan Stanley
7
Morgan Stanley
New York
$2.55M +$406K +29,519 +19%
Wells Fargo
8
Wells Fargo
California
$2.45M +$232K +16,837 +11%
RJA
9
Raymond James & Associates
Florida
$2.33M +$505K +36,698 +28%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$14.1K +1,027 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.96M +$166K +12,070 +9%
Invesco
12
Invesco
Georgia
$1.94M -$185K -13,420 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.43M +$37.7K +2,738 +3%
Stifel Financial
14
Stifel Financial
Missouri
$1.42M -$5.11M -371,656 -78%
AAM
15
Advisors Asset Management
Colorado
$1.39M +$122K +8,853 +10%
TCM
16
Traynor Capital Management
Pennsylvania
$1.28M +$279K +20,249 +28%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.19M +$394K +28,614 +51%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.17M +$304K +22,086 +36%
First Trust Advisors
19
First Trust Advisors
Illinois
$963K +$307K +22,327 +48%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$951K -$132K -9,601 -12%
LPL Financial
21
LPL Financial
California
$949K +$241K +17,514 +35%
WS
22
Wedbush Securities
California
$892K +$269K +19,571 +44%
BRWA
23
B. Riley Wealth Advisors
Florida
$886K +$9.51K +691 +1%
Ameriprise
24
Ameriprise
Minnesota
$848K -$51.8K -3,765 -6%
SWP
25
Stratos Wealth Partners
Ohio
$672K +$385 +28 +0.1%
1
2 3 4

NMZ Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2019, worth a combined $70.1M — down 8.8% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NMZ positions and 6 closed out — a net gain of 1 holder — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $593K. The largest seller was Stifel Financial, cutting an estimated $5.11M.

  • 76 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2019, down from 77 in Q1 2019.
  • Funds reported $70.1M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2019, down 8.8% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2019 was Bank of America, an estimated $593K added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2019 was Stifel Financial, an estimated $5.11M sold.

Based on aggregated 13F filings for Q2 2019.