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Nuveen Municipal High Income Opportunity Fund

109 hedge funds and large institutions have $104M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $91.4M → $104M (+$12.1M)

12% more funds holding

Funds holding: 97109 (+12)

0.5% more ownership

Funds ownership: 8.58%9.08% (+0.5%)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
76
Berkeley Capital Partners
Georgia
$151K
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$148K +$140K +10,268 New
APA
78
American Portfolios Advisors
New York
$147K
IFAM
79
Institutional & Family Asset Management
Colorado
$141K +$12.4K +910 +10%
US Bancorp
80
US Bancorp
Minnesota
$140K
CFGS
81
Concourse Financial Group Securities
Alabama
$138K -$63K -4,616 -32%
Cohen & Steers
82
Cohen & Steers
New York
$130K -$322K -23,608 -72%
AF
83
Advisornet Financial
Minnesota
$124K +$117K +8,600 New
AWM
84
Accel Wealth Management
Iowa
$113K +$107K +7,816 New
SPIA
85
Steward Partners Investment Advisory
New York
$94K -$6.63K -486 -7%
IAIM
86
International Assets Investment Management
Florida
$93K +$88.3K +6,467 New
NFSG
87
Newbridge Financial Services Group
Florida
$82K +$560 +41 +0.7%
EIP
88
Ellis Investment Partners
Pennsylvania
$80K +$1.17K +86 +2%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$65K
CT
90
Caldwell Trust
Florida
$50.5K
SSB
91
Sandy Spring Bank
Maryland
$43K
CBT
92
CoreFirst Bank & Trust
Kansas
$43K +$41K +3,003 New
SFS
93
Sowell Financial Services
Arkansas
$42K +$723 +53 +2%
Citigroup
94
Citigroup
New York
$38K +$27.1K +1,988 +305%
RA
95
Reby Advisors
Connecticut
$36K +$34.1K +2,496 New
WT
96
Washington Trust
Rhode Island
$35K
BWM
97
Birchcreek Wealth Management
Ohio
$32K +$30.7K +2,250 New
SWM
98
Selective Wealth Management
Virginia
$31K
AWA
99
Arkadios Wealth Advisors
Georgia
$28K +$26.8K +1,963 New
SIS
100
Sound Income Strategies
Florida
$27K

NMZ Hedge Fund Activity: Q4 2020 in Review

109 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2020, worth a combined $104M — up 13% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $1.05M. The largest seller was Guggenheim Capital, cutting an estimated $1.37M.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $104M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2020 and 8 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2020 was Bank of America, an estimated $1.05M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2020 was Guggenheim Capital, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.