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Nuveen Municipal High Income Opportunity Fund
NMZ

114 hedge funds and large institutions have $145M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 107 → 114 (+7)

3% more capital invested

Capital invested by funds: $140M → $145M (+$4.73M)

0.86% more ownership

Funds ownership: 10.15% → 11.01% (+0.86%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
45
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.46M
2
VanEck Associates
VanEck Associates
New York
+$1.03M
3
OIA
OneDigital Investment Advisors
Kansas
+$1.01M
4
KAS
Kestra Advisory Services
Texas
+$918K
5
Invesco
Invesco
Georgia
+$875K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.46M
2
AAM
Advisors Asset Management
Colorado
-$621K
3
IC
Inscription Capital
Texas
-$447K
4
SWM
Spire Wealth Management
Virginia
-$266K
5
CP
Camelot Portfolios
Ohio
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
76
Daniel L. Goodwin
$180K – – –
HKAM
77
Horizon Kinetics Asset Management
New York
$179K – – –
TW
78
TrinityPoint Wealth
Connecticut
$177K – – –
LF
79
Lantz Financial
Illinois
$174K – – –
LFAS
80
Level Four Advisory Services
Texas
$173K +$246 +16 +0.1%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$172K +$2.25K +146 +1%
RWM
82
Ritholtz Wealth Management
New York
$172K +$2.25K +146 +1%
HVIA
83
Hudson Valley Investment Advisors
New York
$170K – – –
BFG
84
Berger Financial Group
Minnesota
$166K – – –
VFA
85
Valeo Financial Advisors
Indiana
$156K +$163K +10,601 New
AA
86
AlphaCentric Advisors
Puerto Rico
$151K – – –
US Bancorp
87
US Bancorp
Minnesota
$142K – – –
WAM
88
Wolverine Asset Management
Illinois
$123K +$128K +8,340 New
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$122K +$127K +8,280 New
SPIA
90
Steward Partners Investment Advisory
New York
$103K +$6.21K +404 +6%
AWM
91
Accel Wealth Management
Iowa
$92K -$26.5K -1,722 -22%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$88K -$15.7K -1,023 -15%
EIP
93
Ellis Investment Partners
Pennsylvania
$84K +$938 +61 +1%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$66K – – –
TFS
95
TrustCore Financial Services
Tennessee
$63K +$66.1K +4,300 New
CBT
96
CoreFirst Bank & Trust
Kansas
$59K – – –
EWM
97
Evermay Wealth Management
Virginia
$44K – – –
SSB
98
Sandy Spring Bank
Maryland
$44K – – –
GPA
99
Guidance Point Advisors
Massachusetts
$39K +$40.8K +2,655 New
WT
100
Washington Trust
Rhode Island
$36K – – –
1 2 3
4
5

NMZ Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2021, worth a combined $145M — up 3.4% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 8 closed out — a net gain of 8 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $1.46M.

  • 114 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2021, up from 107 in Q2 2021.
  • Funds reported $145M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2021 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.46M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2021 was UBS Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2021.