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Nuveen Municipal High Income Opportunity Fund

119 hedge funds and large institutions have $126M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

6% more funds holding

Funds holding: 112119 (+7)

0.21% more ownership

Funds ownership: 10.78%10.99% (+0.21%)

8% less capital invested

Capital invested by funds: $137M → $126M (-$10.8M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
51
Running Point Capital Advisors
California
$378K -$9.86K -821 -2%
KFS
52
Kaizen Financial Strategies
California
$348K -$30.1K -2,503 -8%
RJT
53
Raymond James Trust
Florida
$340K
SS
54
Sunbelt Securities
Texas
$330K +$339K +28,247 New
MML Investors Services
55
MML Investors Services
Massachusetts
$320K +$149K +12,374 +83%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$317K +$326K +27,119 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$314K
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$312K +$54.7K +4,552 +21%
FM
59
Family Management
New York
$302K
QWM
60
QP Wealth Management
New Jersey
$285K -$60.1K -5,000 -17%
VVP
61
Venture Visionary Partners
Ohio
$282K -$6.9K -574 -2%
DADC
62
D.A. Davidson & Co
Montana
$280K -$823K -68,460 -74%
OC
63
Oppenheimer & Co
New York
$272K -$33.2K -2,766 -11%
KPWS
64
Kestra Private Wealth Services
Texas
$263K +$62.8K +5,225 +30%
PCS
65
Personal CFO Solutions
New Jersey
$257K +$48.1K +4,001 +22%
ASFA
66
All Season Financial Advisors
Colorado
$257K +$264K +21,947 New
CCG
67
Ceeto Capital Group
Florida
$235K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$235K +$7.91K +658 +3%
AFP
69
Ausdal Financial Partners
Iowa
$216K -$31.9K -2,651 -13%
QCIG
70
Quad-Cities Investment Group
Iowa
$212K +$2.51K +209 +1%
HCM
71
Hollencrest Capital Management
California
$208K
AWG
72
Altus Wealth Group
Colorado
$202K -$12K -1,000 -7%
NA
73
NewEdge Advisors
Louisiana
$200K -$17.4K -1,451 -8%
CP
74
Camelot Portfolios
Ohio
$199K -$21.2K -1,762 -9%
CIA
75
Capital Investment Advisors
Georgia
$195K -$12K -1,000 -6%

NMZ Hedge Fund Activity: Q2 2022 in Review

119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2022, worth a combined $126M — down 7.9% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NMZ positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.07M. The largest seller was Ameriprise, cutting an estimated $3.35M.

  • 119 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $126M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2022, down 7.9% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2022 and 15 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2022 was Stifel Financial, an estimated $2.07M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2022 was Ameriprise, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2022.