We are live on ! Find out more
NMZ icon

Nuveen Municipal High Income Opportunity Fund
NMZ

114 hedge funds and large institutions have $145M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 107 → 114 (+7)

3% more capital invested

Capital invested by funds: $140M → $145M (+$4.73M)

0.86% more ownership

Funds ownership: 10.15% → 11.01% (+0.86%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
45
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.46M
2
VanEck Associates
VanEck Associates
New York
+$1.03M
3
OIA
OneDigital Investment Advisors
Kansas
+$1.01M
4
KAS
Kestra Advisory Services
Texas
+$918K
5
Invesco
Invesco
Georgia
+$875K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.46M
2
AAM
Advisors Asset Management
Colorado
-$621K
3
IC
Inscription Capital
Texas
-$447K
4
SWM
Spire Wealth Management
Virginia
-$266K
5
CP
Camelot Portfolios
Ohio
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.51M +$187K +12,154 +13%
Invesco
27
Invesco
Georgia
$1.48M +$875K +56,877 +131%
WS
28
Wedbush Securities
California
$1.44M +$610K +39,684 +69%
PAG
29
Private Advisor Group
New Jersey
$1.43M +$79.6K +5,174 +6%
DADC
30
D.A. Davidson & Co
Montana
$1.39M +$49.5K +3,219 +4%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.35M +$12.5K +814 +0.9%
LWP
32
Legacy Wealth Planning
Nevada
$1.31M +$4.31K +280 +0.3%
KFS
33
Kaizen Financial Strategies
California
$991K +$1.03M +67,112 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$986K +$80K +5,201 +8%
BRWA
35
B. Riley Wealth Advisors
Florida
$939K +$10.3K +672 +1%
GT
36
Greenleaf Trust
Michigan
$827K – – –
KeyBank National Association
37
KeyBank National Association
Ohio
$735K – – –
Baird Financial Group
38
Baird Financial Group
Wisconsin
$720K +$136K +8,871 +22%
RCA
39
Ranch Capital Advisors
Florida
$714K +$744K +48,351 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$683K – – –
Cohen & Steers
41
Cohen & Steers
New York
$571K +$472K +30,676 +384%
PWP
42
Principle Wealth Partners
Connecticut
$430K +$784 +51 +0.2%
CIAS
43
Capital Investment Advisory Services
North Carolina
$421K – – –
QWM
44
QP Wealth Management
New Jersey
$419K – – –
FM
45
Family Management
New York
$381K – – –
Stifel Financial
46
Stifel Financial
Missouri
$379K -$15.4K -1,000 -4%
CIA
47
Capital Investment Advisors
Georgia
$379K +$431 +28 +0.1%
SIC
48
Samalin Investment Counsel
New York
$370K -$2.85K -185 -0.7%
APA
49
American Portfolios Advisors
New York
$356K +$7.92K +515 +2%
VVP
50
Venture Visionary Partners
Ohio
$353K +$76.6K +4,983 +26%
1
2
3 4 5

NMZ Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2021, worth a combined $145M — up 3.4% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 8 closed out — a net gain of 8 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $1.46M.

  • 114 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2021, up from 107 in Q2 2021.
  • Funds reported $145M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2021 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.46M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2021 was UBS Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2021.