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Nuveen Municipal High Income Opportunity Fund
NMZ

97 hedge funds and large institutions have $91.4M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

13% more funds holding

Funds holding: 86 → 97 (+11)

8% more capital invested

Capital invested by funds: $84.7M → $91.4M (+$6.74M)

0.46% more ownership

Funds ownership: 8.13% → 8.58% (+0.46%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$1.96M
2
Osaic Holdings
Osaic Holdings
Arizona
+$603K
3
VanEck Associates
VanEck Associates
New York
+$407K
4
Bank of America
Bank of America
North Carolina
+$382K
5
TFS
TrustCore Financial Services
Tennessee
+$344K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$790K
2
Cohen & Steers
Cohen & Steers
New York
-$560K
3
AIP
Almanack Investment Partners
Pennsylvania
-$325K
4
SAM
Selway Asset Management
-$240K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
76
Newbridge Financial Services Group
Florida
$76K +$76.2K +5,656 New
EIP
77
Ellis Investment Partners
Pennsylvania
$73K +$566 +42 +0.8%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$61K – – –
CT
79
Caldwell Trust
Florida
$47.2K – – –
SSB
80
Sandy Spring Bank
Maryland
$40K – – –
VFA
81
Valeo Financial Advisors
Indiana
$40K +$40.4K +3,000 New
SFS
82
Sowell Financial Services
Arkansas
$38K +$526 +39 +1%
WT
83
Washington Trust
Rhode Island
$33K +$32.7K +2,426 New
SWM
84
Selective Wealth Management
Virginia
$29K – – –
FHA
85
Flagship Harbor Advisors
Massachusetts
$26K – – –
SIS
86
Sound Income Strategies
Florida
$25K – – –
PAM
87
Panagora Asset Management
Massachusetts
$23K – – –
WB
88
Webster Bank
Connecticut
$20K – – –
CFB
89
Cullen/Frost Bankers
Texas
$19K – – –
SBL
90
Sargent Bickham Lagudis
Colorado
$12K – – –
Citigroup
91
Citigroup
New York
$9K -$4.99K -370 -36%
BWL
92
Bogart Wealth LLC
Virginia
$9K – – –
ASN
93
Advisory Services Network
Georgia
$9K +$8.81K +654 New
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$8K +$8.36K +620 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$4K +$4.31K +320 New
NFG
96
Next Financial Group
Texas
$2K +$1.69K +125 New
SAM
97
Selway Asset Management
– -$240K -18,200 Closed
TJHA
98
Thomas J. Herzfeld Advisors
Florida
– -$167K -12,335 Closed
DDPIC
99
Deroy & Devereaux Private Investment Counsel
Michigan
– -$163K -12,334 Closed
FAAS
100
First Allied Advisory Services
California
– -$137K -10,379 Closed
1 2 3
4
5

NMZ Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2020, worth a combined $91.4M — up 8% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $790K.

  • 97 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $91.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2020, up 8% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2020 and 5 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2020 was AE Wealth Management, an estimated $1.96M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2020 was Guggenheim Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q3 2020.