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Nuveen Municipal High Income Opportunity Fund

123 hedge funds and large institutions have $156M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 22

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

8% more capital invested

Capital invested by funds: $145M → $156M (+$11.3M)

0.45% less ownership

Funds ownership: 11.01%10.56% (-0.45%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.73M +$173K +11,658 +11%
PAG
27
Private Advisor Group
New Jersey
$1.57M +$105K +7,051 +7%
Truist Financial
28
Truist Financial
North Carolina
$1.51M +$1.23M +83,262 +509%
DADC
29
D.A. Davidson & Co
Montana
$1.47M +$49.3K +3,324 +4%
WS
30
Wedbush Securities
California
$1.44M -$39.6K -2,670 -3%
Invesco
31
Invesco
Georgia
$1.4M -$112K -7,577 -8%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.39M +$2.79K +188 +0.2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.39M +$1.05M +70,980 +342%
LWP
34
Legacy Wealth Planning
Nevada
$1.35M +$5.81K +392 +0.4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.05M +$309K +20,863 +43%
IFA
36
Index Fund Advisors
California
$1M +$982K +66,253 New
BRWA
37
B. Riley Wealth Advisors
Florida
$971K +$9.6K +647 +1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$970K -$39.9K -2,688 -4%
SWM
39
Spire Wealth Management
Virginia
$856K -$732K -49,363 -47%
KeyBank National Association
40
KeyBank National Association
Ohio
$753K
RCA
41
Ranch Capital Advisors
Florida
$733K +$1.44K +97 +0.2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$699K
KFS
43
Kaizen Financial Strategies
California
$631K -$376K -25,381 -38%
HNWAG
44
High Net Worth Advisory Group
Florida
$620K +$608K +41,000 New
PWS
45
Paragon Wealth Strategies
Florida
$539K +$528K +35,623 New
APA
46
American Portfolios Advisors
New York
$501K +$133K +9,000 +37%
IWA
47
IBEX Wealth Advisors
New Jersey
$460K +$173K +11,649 +62%
PWP
48
Principle Wealth Partners
Connecticut
$441K +$1.07K +72 +0.2%
QWM
49
QP Wealth Management
New Jersey
$429K
GT
50
Greenleaf Trust
Michigan
$428K -$411K -27,713 -49%

NMZ Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2021, worth a combined $156M — up 7.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.04M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $7.01M sold.

  • 123 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $156M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2021 and 10 closed out, a net change of +10 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2021 was Hennion & Walsh Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2021.