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Nuveen Municipal High Income Opportunity Fund

83 hedge funds and large institutions have $76.3M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

9% more funds holding

Funds holding: 7683 (+7)

9% more capital invested

Capital invested by funds: $70.1M → $76.3M (+$6.21M)

0.52% more ownership

Funds ownership: 7.82%8.34% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$11M +$1.18M +82,771 +12%
UBS Group
2
UBS Group
Switzerland
$8.25M +$1.21M +85,079 +17%
GC
3
Guggenheim Capital
Illinois
$7.71M -$289K -20,376 -4%
Bank of America
4
Bank of America
North Carolina
$3.52M +$495K +34,871 +16%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.5M -$42K -2,958 -1%
Morgan Stanley
6
Morgan Stanley
New York
$3.19M +$584K +41,091 +23%
VanEck Associates
7
VanEck Associates
New York
$2.82M +$212K +14,920 +8%
Wells Fargo
8
Wells Fargo
California
$2.59M +$87.8K +6,178 +4%
RJA
9
Raymond James & Associates
Florida
$2.21M -$175K -12,322 -7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.15M -$28.8K -2,029 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.14M +$133K +9,375 +7%
AAM
12
Advisors Asset Management
Colorado
$1.74M +$309K +21,724 +22%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.56M +$344K +24,246 +28%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.49M +$32.5K +2,289 +2%
TCM
15
Traynor Capital Management
Pennsylvania
$1.38M +$78.6K +5,534 +6%
Invesco
16
Invesco
Georgia
$1.34M -$638K -44,898 -32%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.29M +$94.8K +6,676 +8%
WS
18
Wedbush Securities
California
$1.19M +$276K +19,404 +30%
LPL Financial
19
LPL Financial
California
$1.14M +$167K +11,741 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.06M +$87.9K +6,185 +9%
Ameriprise
21
Ameriprise
Minnesota
$999K +$131K +9,255 +15%
First Trust Advisors
22
First Trust Advisors
Illinois
$956K -$28.9K -2,031 -3%
BRWA
23
B. Riley Wealth Advisors
Florida
$784K -$121K -8,541 -13%
SWP
24
Stratos Wealth Partners
Ohio
$723K +$35.9K +2,527 +5%
SS
25
Sunbelt Securities
Texas
$687K +$683K +48,109 New

NMZ Hedge Fund Activity: Q3 2019 in Review

83 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2019, worth a combined $76.3M — up 8.9% from $70.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMZ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $1.21M. The largest seller was Stifel Financial, cutting an estimated $985K.

  • 83 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2019, up from 76 in Q2 2019.
  • Funds reported $76.3M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2019, up 8.9% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2019 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2019 was UBS Group, an estimated $1.21M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2019 was Stifel Financial, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2019.