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Nuveen Municipal High Income Opportunity Fund

94 hedge funds and large institutions have $88.6M invested in Nuveen Municipal High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $76.3M → $88.6M (+$12.3M)

13% more funds holding

Funds holding: 8394 (+11)

1.41% more ownership

Funds ownership: 8.34%9.75% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
37
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.93M +$1.73M +121,847 +21%
RCM
2
Robinson Capital Management
Michigan
$9.05M -$1.9M -133,439 -17%
GC
3
Guggenheim Capital
Illinois
$7.97M +$305K +21,423 +4%
Morgan Stanley
4
Morgan Stanley
New York
$4.11M +$940K +66,141 +30%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4M +$1.88M +132,546 +89%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.6M +$2.06M +144,670 +132%
Bank of America
7
Bank of America
North Carolina
$3.58M +$81.5K +5,732 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.43M -$50.6K -3,562 -1%
VanEck Associates
9
VanEck Associates
New York
$3.3M +$493K +34,702 +18%
Wells Fargo
10
Wells Fargo
California
$2.55M -$25.4K -1,790 -1%
RJA
11
Raymond James & Associates
Florida
$2.49M +$298K +20,982 +14%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$13K +914 +0.6%
AAM
13
Advisors Asset Management
Colorado
$2.12M +$398K +28,013 +23%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.58M +$104K +7,329 +7%
TCM
15
Traynor Capital Management
Pennsylvania
$1.44M +$63.7K +4,478 +5%
Ameriprise
16
Ameriprise
Minnesota
$1.35M +$357K +25,144 +36%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.35M +$60K +4,221 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.28M +$230K +16,200 +22%
WS
19
Wedbush Securities
California
$1.25M +$66.7K +4,694 +6%
LPL Financial
20
LPL Financial
California
$1.24M +$108K +7,602 +10%
LWP
21
Legacy Wealth Planning
Nevada
$1.17M +$1.17M +82,383 New
Invesco
22
Invesco
Georgia
$1.13M -$202K -14,213 -15%
First Trust Advisors
23
First Trust Advisors
Illinois
$956K +$6.79K +478 +0.7%
Cohen & Steers
24
Cohen & Steers
New York
$866K +$868K +61,034 New
OIA
25
OneDigital Investment Advisors
Kansas
$825K +$220K +15,446 +36%

NMZ Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2019, worth a combined $88.6M — up 16% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 12 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.06M. The largest seller was Robinson Capital Management, cutting an estimated $1.9M.

  • 94 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2019, up from 83 in Q3 2019.
  • Funds reported $88.6M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2019, up 16% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2019 and 6 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $2.06M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2019 was Robinson Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2019.