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Nuveen Municipal High Income Opportunity Fund

112 hedge funds and large institutions have $137M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

0.23% more ownership

Funds ownership: 10.56%10.78% (+0.23%)

9% less funds holding

Funds holding: 123112 (-11)

12% less capital invested

Capital invested by funds: $156M → $137M (-$19.1M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$349K
OC
52
Oppenheimer & Co
New York
$339K +$43K +3,092 +13%
FM
53
Family Management
New York
$336K
Stifel Financial
54
Stifel Financial
Missouri
$325K +$4.17K +300 +1%
VVP
55
Venture Visionary Partners
Ohio
$320K +$9.43K +678 +3%
WAM
56
Worth Asset Management
Texas
$294K +$345K +24,836 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$288K -$38.4K -2,763 -11%
AFP
58
Ausdal Financial Partners
Iowa
$275K +$1.78K +128 +0.6%
S
59
Surevest
California
$267K
CCG
60
Ceeto Capital Group
Florida
$262K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$252K +$270K +19,404 New
PAS
62
Park Avenue Securities
New York
$249K +$88.9K +6,395 +50%
CP
63
Camelot Portfolios
Ohio
$244K -$17.4K -1,254 -6%
NA
64
NewEdge Advisors
Louisiana
$241K -$9.54K -686 -4%
PCS
65
Personal CFO Solutions
New Jersey
$234K +$250K +18,000 New
QCIG
66
Quad-Cities Investment Group
Iowa
$233K +$1.74K +125 +0.7%
HCM
67
Hollencrest Capital Management
California
$232K
CIA
68
Capital Investment Advisors
Georgia
$229K -$112K -8,037 -31%
KPWS
69
Kestra Private Wealth Services
Texas
$224K
SAM
70
Secure Asset Management
Michigan
$217K +$232K +16,716 New
MML Investors Services
71
MML Investors Services
Massachusetts
$195K +$208K +14,981 New
KA
72
Kercheville Advisors
Texas
$192K +$139 +10 +0.1%
AWG
73
Altus Wealth Group
Colorado
$191K +$13.9K +1,000 +7%
LFAS
74
Level Four Advisory Services
Texas
$181K +$56 +4 +0%
BCP
75
Berkeley Capital Partners
Georgia
$180K +$14.3K +1,031 +8%

NMZ Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2022, worth a combined $137M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 42 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Traynor Capital Management, exiting entirely with an estimated $2.13M sold.

  • 112 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $137M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2022 was Ameriprise, an estimated $10.2M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2022 was Traynor Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.