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Nuveen Municipal High Income Opportunity Fund
NMZ

114 hedge funds and large institutions have $145M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 107 → 114 (+7)

3% more capital invested

Capital invested by funds: $140M → $145M (+$4.73M)

0.86% more ownership

Funds ownership: 10.15% → 11.01% (+0.86%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
45
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.46M
2
VanEck Associates
VanEck Associates
New York
+$1.03M
3
OIA
OneDigital Investment Advisors
Kansas
+$1.01M
4
KAS
Kestra Advisory Services
Texas
+$918K
5
Invesco
Invesco
Georgia
+$875K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.46M
2
AAM
Advisors Asset Management
Colorado
-$621K
3
IC
Inscription Capital
Texas
-$447K
4
SWM
Spire Wealth Management
Virginia
-$266K
5
CP
Camelot Portfolios
Ohio
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$315K -$24.1K -1,567 -7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$306K -$199K -12,908 -38%
AFP
53
Ausdal Financial Partners
Iowa
$306K +$319K +20,737 New
S
54
Surevest
California
$303K – – –
AF
55
Advisornet Financial
Minnesota
$300K +$15.4K +1,000 +5%
CCG
56
Ceeto Capital Group
Florida
$297K – – –
RJT
57
Raymond James Trust
Florida
$289K -$161K -10,470 -35%
OC
58
Oppenheimer & Co
New York
$289K +$17.2K +1,115 +6%
IWA
59
IBEX Wealth Advisors
New Jersey
$277K – – –
HCM
60
Hollencrest Capital Management
California
$263K – – –
NA
61
NewEdge Advisors
Louisiana
$263K +$10.5K +680 +4%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$259K – – –
QCIG
63
Quad-Cities Investment Group
Iowa
$259K +$1.38K +90 +0.5%
KPWS
64
Kestra Private Wealth Services
Texas
$256K +$40.1K +2,608 +18%
MA
65
MBA Advisors
Pennsylvania
$248K +$258K +16,772 New
Truist Financial
66
Truist Financial
North Carolina
$241K -$181K -11,776 -42%
LC
67
Lavaca Capital
Texas
$233K +$20.5K +1,335 +9%
CG
68
Clarus Group
Texas
$222K – – –
KA
69
Kercheville Advisors
Texas
$218K – – –
UCFA
70
United Capital Financial Advisors
Texas
$212K +$221K +14,367 New
RFN
71
RDA Financial Network
Iowa
$209K -$36.9K -2,400 -14%
AWG
72
Altus Wealth Group
Colorado
$202K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$193K +$17.7K +1,152 +10%
BCP
74
Berkeley Capital Partners
Georgia
$188K +$446 +29 +0.2%
EW
75
Element Wealth
Mississippi
$183K +$191K +12,427 New
1 2
3
4 5

NMZ Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2021, worth a combined $145M — up 3.4% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 8 closed out — a net gain of 8 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $1.46M.

  • 114 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2021, up from 107 in Q2 2021.
  • Funds reported $145M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2021 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.46M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2021 was UBS Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2021.