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Nuveen Municipal High Income Opportunity Fund

112 hedge funds and large institutions have $137M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

0.23% more ownership

Funds ownership: 10.56%10.78% (+0.23%)

9% less funds holding

Funds holding: 123112 (-11)

12% less capital invested

Capital invested by funds: $156M → $137M (-$19.1M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.22M +$26.8K +1,929 +2%
DADC
27
D.A. Davidson & Co
Montana
$1.2M -$66K -4,743 -5%
LWP
28
Legacy Wealth Planning
Nevada
$1.19M +$27.3K +1,961 +2%
WS
29
Wedbush Securities
California
$1.14M -$101K -7,260 -8%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.05M -$150K -10,817 -12%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.04M +$142K +10,215 +15%
WWM
32
Western Wealth Management
Colorado
$896K +$957K +68,790 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$890K +$59.3K +4,266 +7%
HNWAG
34
High Net Worth Advisory Group
Florida
$865K +$355K +25,500 +62%
IFA
35
Index Fund Advisors
California
$862K
Invesco
36
Invesco
Georgia
$727K -$514K -36,940 -40%
BRWA
37
B. Riley Wealth Advisors
Florida
$715K -$129K -9,261 -14%
KeyBank National Association
38
KeyBank National Association
Ohio
$631K -$17.8K -1,279 -3%
RCA
39
Ranch Capital Advisors
Florida
$611K -$20.3K -1,458 -3%
SWM
40
Spire Wealth Management
Virginia
$609K -$136K -9,781 -17%
PWS
41
Paragon Wealth Strategies
Florida
$506K +$45.9K +3,298 +9%
IWA
42
IBEX Wealth Advisors
New Jersey
$489K +$100K +7,189 +24%
APA
43
American Portfolios Advisors
New York
$439K +$8.78K +631 +2%
RPCA
44
Running Point Capital Advisors
California
$431K +$461K +33,142 New
KFS
45
Kaizen Financial Strategies
California
$419K -$132K -9,504 -23%
SIC
46
Samalin Investment Counsel
New York
$399K +$61.8K +4,445 +17%
QWM
47
QP Wealth Management
New Jersey
$382K +$13.9K +1,000 +4%
PWP
48
Principle Wealth Partners
Connecticut
$380K +$542 +39 +0.1%
RJT
49
Raymond James Trust
Florida
$378K +$41.7K +3,000 +12%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$367K -$250K -18,000 -39%

NMZ Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2022, worth a combined $137M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 42 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Traynor Capital Management, exiting entirely with an estimated $2.13M sold.

  • 112 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $137M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2022 was Ameriprise, an estimated $10.2M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2022 was Traynor Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.