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Nuveen Municipal High Income Opportunity Fund
NMZ

109 hedge funds and large institutions have $104M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $91.4M → $104M (+$12.1M)

12% more funds holding

Funds holding: 97 → 109 (+12)

0.5% more ownership

Funds ownership: 8.58% → 9.08% (+0.5%)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.05M
2
AWM
AE Wealth Management
Kansas
+$951K
3
UBS Group
UBS Group
Switzerland
+$883K
4
Morgan Stanley
Morgan Stanley
New York
+$789K
5
Invesco
Invesco
Georgia
+$580K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.37M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$732K
3
WS
Wedbush Securities
California
-$565K
4
Cohen & Steers
Cohen & Steers
New York
-$322K
5
JWCA
J.W. Cole Advisors
Florida
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$732K -53,651 -42%
BRWA
27
B. Riley Wealth Advisors
Florida
$965K +$9.31K +682 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$843K +$20.4K +1,491 +3%
SWP
29
Stratos Wealth Partners
Ohio
$748K +$560 +41 +0.1%
KeyBank National Association
30
KeyBank National Association
Ohio
$718K +$60.9K +4,464 +10%
RCA
31
Ranch Capital Advisors
Florida
$696K +$24.7K +1,810 +4%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$656K +$75.1K +5,500 +14%
WS
33
Wedbush Securities
California
$650K -$565K -41,369 -48%
Invesco
34
Invesco
Georgia
$612K +$580K +42,472 New
DADC
35
D.A. Davidson & Co
Montana
$563K – – –
CIAS
36
Capital Investment Advisory Services
North Carolina
$508K +$149K +10,900 +45%
RJT
37
Raymond James Trust
Florida
$491K +$6.83K +500 +1%
CST
38
Charles Schwab Trust
Nevada
$451K +$427K +31,304 New
TFS
39
TrustCore Financial Services
Tennessee
$446K +$1.38K +101 +0.3%
Truist Financial
40
Truist Financial
North Carolina
$405K -$16.3K -1,197 -4%
Stifel Financial
41
Stifel Financial
Missouri
$384K +$53K +3,882 +17%
SIC
42
Samalin Investment Counsel
New York
$380K +$18.8K +1,374 +5%
FM
43
Family Management
New York
$372K – – –
VVP
44
Venture Visionary Partners
Ohio
$357K +$246 +18 +0.1%
Millennium Management
45
Millennium Management
New York
$348K +$329K +24,100 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$328K +$32.9K +2,407 +12%
QWM
47
QP Wealth Management
New Jersey
$322K -$30K -2,198 -9%
PPW
48
Parcion Private Wealth
Washington
$310K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$298K +$141K +10,341 +100%
CCG
50
Ceeto Capital Group
Florida
$288K – – –
1
2
3 4 5

NMZ Hedge Fund Activity: Q4 2020 in Review

109 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2020, worth a combined $104M — up 13% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $1.05M. The largest seller was Guggenheim Capital, cutting an estimated $1.37M.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $104M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2020 and 8 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2020 was Bank of America, an estimated $1.05M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2020 was Guggenheim Capital, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.