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Nuveen Municipal High Income Opportunity Fund
NMZ

109 hedge funds and large institutions have $122M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

18% more capital invested

Capital invested by funds: $104M → $122M (+$18.4M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.92% more ownership

Funds ownership: 9.08% → 10% (+0.92%)

0% more funds holding

Funds holding: 109 → 109 (0)

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.59M
2
UBS Group
UBS Group
Switzerland
+$922K
3
Morgan Stanley
Morgan Stanley
New York
+$827K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$751K
5
RJA
Raymond James & Associates
Florida
+$625K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$748K
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$667K
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$518K
4
CST
Charles Schwab Trust
Nevada
-$451K
5
TFS
TrustCore Financial Services
Tennessee
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$166K – – –
RWM
77
Ritholtz Wealth Management
New York
$164K -$27.9K -1,941 -15%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$164K +$163K +11,377 New
BFG
79
Berger Financial Group
Minnesota
$162K +$161K +11,230 New
IFAM
80
Institutional & Family Asset Management
Colorado
$147K +$5.6K +390 +4%
HAS
81
HBW Advisory Services
California
$146K -$89K -6,195 -38%
US Bancorp
82
US Bancorp
Minnesota
$139K -$790 -55 -0.6%
FIA
83
FNY Investment Advisers
New York
$137K -$77.7K -5,412 -36%
Cohen & Steers
84
Cohen & Steers
New York
$130K – – –
AWM
85
Accel Wealth Management
Iowa
$114K +$747 +52 +0.7%
SPIA
86
Steward Partners Investment Advisory
New York
$93K -$761 -53 -0.8%
IAIM
87
International Assets Investment Management
Florida
$93K – – –
NFSG
88
Newbridge Financial Services Group
Florida
$82K +$273 +19 +0.3%
EIP
89
Ellis Investment Partners
Pennsylvania
$80K +$589 +41 +0.7%
AA
90
AlphaCentric Advisors
Puerto Rico
$75K +$74.7K +5,202 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$65K – – –
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$51K +$50.9K +3,547 New
CT
93
Caldwell Trust
Florida
$50.5K – – –
SFS
94
Sowell Financial Services
Arkansas
$45K +$718 +50 +2%
CBT
95
CoreFirst Bank & Trust
Kansas
$43K – – –
SSB
96
Sandy Spring Bank
Maryland
$43K – – –
Citigroup
97
Citigroup
New York
$38K – – –
WT
98
Washington Trust
Rhode Island
$35K – – –
SWM
99
Selective Wealth Management
Virginia
$31K – – –
AWA
100
Arkadios Wealth Advisors
Georgia
$28K +$115 +8 +0.4%
1 2 3
4
5

NMZ Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2021, worth a combined $122M — up 18% from $104M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NMZ positions and 10 closed out — a net gain of 1 holder — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $748K sold.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $122M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2021, up 18% quarter-over-quarter.
  • 11 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2021 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2021 was Bank of America, an estimated $1.59M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2021 was Stratos Wealth Partners, an estimated $748K sold.

Based on aggregated 13F filings for Q1 2021.