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Nuveen Municipal High Income Opportunity Fund

107 hedge funds and large institutions have $140M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 20

15% more capital invested

Capital invested by funds: $122M → $140M (+$17.9M)

0.15% more ownership

Funds ownership: 10%10.15% (+0.15%)

2% less funds holding

Funds holding: 109107 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
76
Hudson Valley Investment Advisors
New York
$177K
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$177K
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$177K +$2.21K +148 +1%
RWM
79
Ritholtz Wealth Management
New York
$177K +$2.21K +148 +1%
BFG
80
Berger Financial Group
Minnesota
$173K
AA
81
AlphaCentric Advisors
Puerto Rico
$157K +$75K +5,026 +97%
FIA
82
FNY Investment Advisers
New York
$153K +$6.75K +452 +5%
US Bancorp
83
US Bancorp
Minnesota
$149K
Cohen & Steers
84
Cohen & Steers
New York
$123K -$15.5K -1,041 -12%
AWM
85
Accel Wealth Management
Iowa
$122K +$1.19K +80 +1%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$107K -$890K -59,597 -90%
SPIA
87
Steward Partners Investment Advisory
New York
$101K +$1.66K +111 +2%
NFSG
88
Newbridge Financial Services Group
Florida
$88K +$448 +30 +0.5%
EIP
89
Ellis Investment Partners
Pennsylvania
$86K +$941 +63 +1%
IFAM
90
Institutional & Family Asset Management
Colorado
$71K -$83.3K -5,581 -55%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$69K
CBT
92
CoreFirst Bank & Trust
Kansas
$61K +$14.8K +989 +33%
SSB
93
Sandy Spring Bank
Maryland
$46K
EWM
94
Evermay Wealth Management
Virginia
$46K +$44.8K +3,000 New
Citigroup
95
Citigroup
New York
$37K -$3.06K -205 -8%
WT
96
Washington Trust
Rhode Island
$37K
SWM
97
Selective Wealth Management
Virginia
$33K
AWA
98
Arkadios Wealth Advisors
Georgia
$30K
SBL
99
Sargent Bickham Lagudis
Colorado
$29K
SIS
100
Sound Income Strategies
Florida
$28K +$27.6K +1,851 New

NMZ Hedge Fund Activity: Q2 2021 in Review

107 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2021, worth a combined $140M — up 15% from $122M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMZ and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 51 added.

The largest buyer was Morgan Stanley, adding an estimated $1.99M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $890K.

  • 107 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $140M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2021, up 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2021 was Morgan Stanley, an estimated $1.99M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2021 was Benjamin F. Edwards & Company, an estimated $890K sold.

Based on aggregated 13F filings for Q2 2021.