We are live on ! Find out more
NMZ icon

Nuveen Municipal High Income Opportunity Fund

109 hedge funds and large institutions have $104M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $91.4M → $104M (+$12.1M)

12% more funds holding

Funds holding: 97109 (+12)

0.5% more ownership

Funds ownership: 8.58%9.08% (+0.5%)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
$270K +$33.7K +2,468 +15%
OC
52
Oppenheimer & Co
New York
$266K +$37.5K +2,745 +17%
CG
53
Clarus Group
Texas
$266K +$248K +18,137 New
GT
54
Greenleaf Trust
Michigan
$260K +$246K +18,000 New
HCM
55
Hollencrest Capital Management
California
$257K
CIA
56
Capital Investment Advisors
Georgia
$253K +$396 +29 +0.2%
QCIG
57
Quad-Cities Investment Group
Iowa
$249K +$2.08K +152 +0.9%
NA
58
NewEdge Advisors
Louisiana
$238K
HAS
59
HBW Advisory Services
California
$236K +$2.24K +164 +1%
RFN
60
RDA Financial Network
Iowa
$234K +$21.8K +1,600 +11%
AIP
61
Almanack Investment Partners
Pennsylvania
$225K -$3.14K -230 -1%
FIA
62
FNY Investment Advisers
New York
$215K +$204K +14,960 New
KA
63
Kercheville Advisors
Texas
$212K +$202K +14,770 New
AWG
64
Altus Wealth Group
Colorado
$197K +$187K +13,685 New
RWM
65
Ritholtz Wealth Management
New York
$192K +$182K +13,318 New
LFAS
66
Level Four Advisory Services
Texas
$190K +$396 +29 +0.2%
HKAM
67
Horizon Kinetics Asset Management
New York
$186K -$3.07K -225 -2%
PWP
68
Principle Wealth Partners
Connecticut
$180K +$19.9K +1,456 +13%
DLG
69
Daniel L. Goodwin
$176K
LC
70
Lavaca Capital
Texas
$175K +$1.36K +100 +0.8%
TW
71
TrinityPoint Wealth
Connecticut
$172K +$26.5K +1,941 +19%
HVIA
72
Hudson Valley Investment Advisors
New York
$166K
CP
73
Camelot Portfolios
Ohio
$163K -$4.31K -316 -3%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$154K -$150K -10,960 -51%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$154K

NMZ Hedge Fund Activity: Q4 2020 in Review

109 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2020, worth a combined $104M — up 13% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $1.05M. The largest seller was Guggenheim Capital, cutting an estimated $1.37M.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $104M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2020 and 8 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2020 was Bank of America, an estimated $1.05M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2020 was Guggenheim Capital, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.