Nuveen Municipal High Income Opportunity Fund
94 hedge funds and large institutions have $90M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 10 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 23
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more capital invested
Capital invested by funds: $88.6M → $90M (+$1.34M)
0% more funds holding
Funds holding: 94 → 94 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 9.75% → 9.15% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.72M |
| 2 |
Rockefeller Capital Management
New York
|
+$3.6M |
| 3 |
Morgan Stanley
New York
|
+$2.64M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$683K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$640K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$527K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$477K |
| 5 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$428K |
NMZ Hedge Fund Activity: Q1 2020 in Review
94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2020, worth a combined $90M — up 1.5% from $88.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NMZ positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 23 trimmed.
The largest buyer was UBS Group, adding an estimated $3.72M. The largest seller was Sunbelt Securities, exiting entirely with an estimated $683K sold.
- 94 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $90M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2020, up 1.5% quarter-over-quarter.
- 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2020 and 10 closed out, a net change of +3 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2020 was UBS Group, an estimated $3.72M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2020 was Sunbelt Securities, an estimated $683K sold.
Based on aggregated 13F filings for Q1 2020.