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Nuveen Municipal High Income Opportunity Fund

119 hedge funds and large institutions have $126M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

6% more funds holding

Funds holding: 112119 (+7)

0.21% more ownership

Funds ownership: 10.78%10.99% (+0.21%)

8% less capital invested

Capital invested by funds: $137M → $126M (-$10.8M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
26
High Net Worth Advisory Group
Florida
$1.27M +$502K +41,822 +63%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.12M -$181K -15,029 -14%
LWP
28
Legacy Wealth Planning
Nevada
$1.07M +$4.28K +356 +0.4%
AAM
29
Advisors Asset Management
Colorado
$1.07M -$43.6K -3,627 -4%
CAN
30
Cetera Advisor Networks
California
$989K +$1.02M +84,580 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$932K -$2.46K -205 -0.3%
Truist Financial
32
Truist Financial
North Carolina
$901K -$272K -22,616 -23%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$856K -$680K -56,589 -44%
WWM
34
Western Wealth Management
Colorado
$823K
WS
35
Wedbush Securities
California
$690K -$345K -28,682 -33%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$688K -$101K -8,432 -12%
First Trust Advisors
37
First Trust Advisors
Illinois
$613K -$344K -28,659 -35%
Invesco
38
Invesco
Georgia
$611K -$43.9K -3,657 -7%
KeyBank National Association
39
KeyBank National Association
Ohio
$568K
RCA
40
Ranch Capital Advisors
Florida
$561K +$12K +1,000 +2%
SMC
41
Smith, Moore & Co
Missouri
$520K +$534K +44,417 New
SWM
42
Spire Wealth Management
Virginia
$476K -$73.6K -6,130 -13%
BAM
43
Belpointe Asset Management
Nevada
$457K +$469K +39,064 New
PAS
44
Park Avenue Securities
New York
$411K +$192K +15,946 +83%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$410K +$421K +35,029 New
WP
46
WMS Partners
Maryland
$410K +$421K +35,062 New
SIC
47
Samalin Investment Counsel
New York
$404K +$46.4K +3,864 +13%
IWA
48
IBEX Wealth Advisors
New Jersey
$399K -$42.3K -3,522 -9%
APA
49
American Portfolios Advisors
New York
$394K -$997 -83 -0.2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$389K +$60.1K +5,000 +18%

NMZ Hedge Fund Activity: Q2 2022 in Review

119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2022, worth a combined $126M — down 7.9% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NMZ positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.07M. The largest seller was Ameriprise, cutting an estimated $3.35M.

  • 119 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $126M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2022, down 7.9% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2022 and 15 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2022 was Stifel Financial, an estimated $2.07M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2022 was Ameriprise, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2022.