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Nuveen Municipal High Income Opportunity Fund
NMZ

97 hedge funds and large institutions have $91.4M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

13% more funds holding

Funds holding: 86 → 97 (+11)

8% more capital invested

Capital invested by funds: $84.7M → $91.4M (+$6.74M)

0.46% more ownership

Funds ownership: 8.13% → 8.58% (+0.46%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$1.96M
2
Osaic Holdings
Osaic Holdings
Arizona
+$603K
3
VanEck Associates
VanEck Associates
New York
+$407K
4
Bank of America
Bank of America
North Carolina
+$382K
5
TFS
TrustCore Financial Services
Tennessee
+$344K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$790K
2
Cohen & Steers
Cohen & Steers
New York
-$560K
3
AIP
Almanack Investment Partners
Pennsylvania
-$325K
4
SAM
Selway Asset Management
-$240K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.01M +$1.01M +74,746 New
First Trust Advisors
27
First Trust Advisors
Illinois
$979K +$65K +4,824 +7%
BRWA
28
B. Riley Wealth Advisors
Florida
$893K -$7.45K -553 -0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$768K +$63.1K +4,681 +9%
SWP
30
Stratos Wealth Partners
Ohio
$699K -$36.6K -2,719 -5%
RCA
31
Ranch Capital Advisors
Florida
$627K +$81 +6 +0%
KeyBank National Association
32
KeyBank National Association
Ohio
$612K +$319K +23,688 +109%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$539K – – –
DADC
34
D.A. Davidson & Co
Montana
$526K +$99.2K +7,361 +23%
RJT
35
Raymond James Trust
Florida
$453K – – –
Cohen & Steers
36
Cohen & Steers
New York
$440K -$560K -41,585 -56%
TFS
37
TrustCore Financial Services
Tennessee
$416K +$344K +25,543 +483%
Truist Financial
38
Truist Financial
North Carolina
$396K +$109K +8,065 +38%
FM
39
Family Management
New York
$348K -$90.2K -6,691 -21%
SIC
40
Samalin Investment Counsel
New York
$337K +$9.74K +723 +3%
VVP
41
Venture Visionary Partners
Ohio
$334K +$148 +11 +0%
QWM
42
QP Wealth Management
New Jersey
$331K +$13.5K +1,003 +4%
CIAS
43
Capital Investment Advisory Services
North Carolina
$328K +$328K +24,300 New
Stifel Financial
44
Stifel Financial
Missouri
$308K +$4.04K +300 +1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$292K -$3.29K -244 -1%
PPW
46
Parcion Private Wealth
Washington
$289K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$275K -$65.2K -4,840 -19%
CCG
48
Ceeto Capital Group
Florida
$270K – – –
HCM
49
Hollencrest Capital Management
California
$240K +$240K +17,795 New
JWCA
50
J.W. Cole Advisors
Florida
$239K +$239K +17,700 New
1
2
3 4 5

NMZ Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2020, worth a combined $91.4M — up 8% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $790K.

  • 97 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $91.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2020, up 8% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2020 and 5 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2020 was AE Wealth Management, an estimated $1.96M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2020 was Guggenheim Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q3 2020.