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Nuveen Municipal High Income Opportunity Fund

123 hedge funds and large institutions have $156M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 22

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

8% more capital invested

Capital invested by funds: $145M → $156M (+$11.3M)

0.45% less ownership

Funds ownership: 11.01%10.56% (-0.45%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$405K -$25.3K -1,705 -6%
SIC
52
Samalin Investment Counsel
New York
$397K +$17.2K +1,159 +5%
RJT
53
Raymond James Trust
Florida
$394K +$95.7K +6,453 +33%
FM
54
Family Management
New York
$390K
CIA
55
Capital Investment Advisors
Georgia
$388K +$148 +10 +0%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$376K +$52.5K +3,540 +17%
Stifel Financial
57
Stifel Financial
Missouri
$373K -$14.8K -1,000 -4%
AF
58
Advisornet Financial
Minnesota
$373K +$63.8K +4,300 +21%
VVP
59
Venture Visionary Partners
Ohio
$362K +$267 +18 +0.1%
OC
60
Oppenheimer & Co
New York
$347K +$49.5K +3,337 +17%
AC
61
Aristides Capital
Kentucky
$328K +$322K +21,714 New
AFP
62
Ausdal Financial Partners
Iowa
$317K +$3.56K +240 +1%
S
63
Surevest
California
$310K
CP
64
Camelot Portfolios
Ohio
$303K +$297K +20,009 New
CCG
65
Ceeto Capital Group
Florida
$302K
IAIM
66
International Assets Investment Management
Florida
$297K +$291K +19,651 New
NA
67
NewEdge Advisors
Louisiana
$291K +$21.4K +1,440 +8%
HCM
68
Hollencrest Capital Management
California
$269K
QCIG
69
Quad-Cities Investment Group
Iowa
$269K +$3.06K +206 +1%
Citadel Advisors
70
Citadel Advisors
Florida
$265K +$260K +17,552 New
KPWS
71
Kestra Private Wealth Services
Texas
$261K -$1.54K -104 -0.6%
LC
72
Lavaca Capital
Texas
$243K +$4.75K +320 +2%
AA
73
AlphaCentric Advisors
Puerto Rico
$227K +$70.8K +4,772 +47%
CG
74
Clarus Group
Texas
$224K
KA
75
Kercheville Advisors
Texas
$223K +$59 +4 +0%

NMZ Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2021, worth a combined $156M — up 7.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.04M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $7.01M sold.

  • 123 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $156M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2021 and 10 closed out, a net change of +10 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2021 was Hennion & Walsh Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2021.