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Nuveen Municipal High Income Opportunity Fund
NMZ

109 hedge funds and large institutions have $122M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $104M → $122M (+$18.4M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.92% more ownership

Funds ownership: 9.08% → 10% (+0.92%)

0% more funds holding

Funds holding: 109 → 109 (0)

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.59M
2
UBS Group
UBS Group
Switzerland
+$922K
3
Morgan Stanley
Morgan Stanley
New York
+$827K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$751K
5
RJA
Raymond James & Associates
Florida
+$625K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$748K
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$667K
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$518K
4
CST
Charles Schwab Trust
Nevada
-$451K
5
TFS
TrustCore Financial Services
Tennessee
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$317K +22,039 +30%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.24M +$112K +7,817 +10%
LWP
28
Legacy Wealth Planning
Nevada
$1.22M -$84.4K -5,877 -6%
DADC
29
D.A. Davidson & Co
Montana
$966K +$402K +27,962 +72%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$960K -$518K -36,068 -35%
BRWA
31
B. Riley Wealth Advisors
Florida
$898K -$66.5K -4,631 -7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$889K +$45.7K +3,184 +5%
WS
33
Wedbush Securities
California
$834K +$183K +12,763 +28%
KeyBank National Association
34
KeyBank National Association
Ohio
$719K – – –
RCA
35
Ranch Capital Advisors
Florida
$697K +$172 +12 +0%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$685K +$29.2K +2,035 +4%
Invesco
37
Invesco
Georgia
$630K +$17.1K +1,190 +3%
RCM
38
Rivernorth Capital Management
Florida
$573K +$571K +39,733 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$508K – – –
RJT
40
Raymond James Trust
Florida
$485K -$7.18K -500 -1%
SIC
41
Samalin Investment Counsel
New York
$413K +$32.5K +2,266 +9%
Truist Financial
42
Truist Financial
North Carolina
$406K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$406K +$76.8K +5,346 +23%
Stifel Financial
44
Stifel Financial
Missouri
$385K -$57 -4 -0%
FM
45
Family Management
New York
$372K – – –
QWM
46
QP Wealth Management
New Jersey
$367K +$43.7K +3,044 +14%
VVP
47
Venture Visionary Partners
Ohio
$357K +$244 +17 +0.1%
PPW
48
Parcion Private Wealth
Washington
$310K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$292K -$5.99K -417 -2%
CCG
50
Ceeto Capital Group
Florida
$289K – – –
1
2
3 4 5

NMZ Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2021, worth a combined $122M — up 18% from $104M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NMZ positions and 10 closed out — a net gain of 1 holder — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $748K sold.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $122M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2021, up 18% quarter-over-quarter.
  • 11 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2021 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2021 was Bank of America, an estimated $1.59M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2021 was Stratos Wealth Partners, an estimated $748K sold.

Based on aggregated 13F filings for Q1 2021.