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Nuveen Municipal High Income Opportunity Fund
NMZ

97 hedge funds and large institutions have $91.4M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

13% more funds holding

Funds holding: 86 → 97 (+11)

8% more capital invested

Capital invested by funds: $84.7M → $91.4M (+$6.74M)

0.46% more ownership

Funds ownership: 8.13% → 8.58% (+0.46%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$1.96M
2
Osaic Holdings
Osaic Holdings
Arizona
+$603K
3
VanEck Associates
VanEck Associates
New York
+$407K
4
Bank of America
Bank of America
North Carolina
+$382K
5
TFS
TrustCore Financial Services
Tennessee
+$344K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$790K
2
Cohen & Steers
Cohen & Steers
New York
-$560K
3
AIP
Almanack Investment Partners
Pennsylvania
-$325K
4
SAM
Selway Asset Management
-$240K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$236K +$256 +19 +0.1%
QCIG
52
Quad-Cities Investment Group
Iowa
$231K +$1.54K +114 +0.7%
NA
53
NewEdge Advisors
Louisiana
$223K – – –
IWA
54
IBEX Wealth Advisors
New Jersey
$220K +$9.44K +700 +4%
HAS
55
HBW Advisory Services
California
$218K -$809 -60 -0.4%
AIP
56
Almanack Investment Partners
Pennsylvania
$214K -$325K -24,091 -60%
OC
57
Oppenheimer & Co
New York
$212K -$15.2K -1,131 -7%
HighTower Advisors
58
HighTower Advisors
Illinois
$207K – – –
RFN
59
RDA Financial Network
Iowa
$197K +$33K +2,450 +20%
CFGS
60
Concourse Financial Group Securities
Alabama
$193K +$55.8K +4,139 +41%
LFAS
61
Level Four Advisory Services
Texas
$177K +$283 +21 +0.2%
HKAM
62
Horizon Kinetics Asset Management
New York
$177K +$8.86K +657 +5%
DLG
63
Daniel L. Goodwin
$164K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$162K +$162K +12,008 New
LC
65
Lavaca Capital
Texas
$162K +$162K +12,017 New
CP
66
Camelot Portfolios
Ohio
$156K -$3.92K -291 -2%
HVIA
67
Hudson Valley Investment Advisors
New York
$155K – – –
PWP
68
Principle Wealth Partners
Connecticut
$148K +$148K +11,000 New
BCP
69
Berkeley Capital Partners
Georgia
$141K – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$139K – – –
APA
71
American Portfolios Advisors
New York
$138K – – –
TW
72
TrinityPoint Wealth
Connecticut
$136K – – –
US Bancorp
73
US Bancorp
Minnesota
$131K – – –
IFAM
74
Institutional & Family Asset Management
Colorado
$120K -$81K -6,012 -40%
SPIA
75
Steward Partners Investment Advisory
New York
$94K -$5.27K -391 -5%
1 2
3
4 5

NMZ Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2020, worth a combined $91.4M — up 8% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $790K.

  • 97 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $91.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2020, up 8% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2020 and 5 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2020 was AE Wealth Management, an estimated $1.96M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2020 was Guggenheim Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q3 2020.