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Nuveen Municipal High Income Opportunity Fund
NMZ

123 hedge funds and large institutions have $156M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 22

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

8% more funds holding

Funds holding: 114 → 123 (+9)

8% more capital invested

Capital invested by funds: $145M → $156M (+$11.3M)

0.45% less ownership

Funds ownership: 11.01% → 10.56% (-0.45%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.04M
2
UBS Group
UBS Group
Switzerland
+$1.89M
3
Truist Financial
Truist Financial
North Carolina
+$1.23M
4
Wells Fargo
Wells Fargo
California
+$1.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$7.01M
2
SWM
Spire Wealth Management
Virginia
-$732K
3
Cohen & Steers
Cohen & Steers
New York
-$571K
4
USCWA
U.S. Capital Wealth Advisors
Texas
-$533K
5
GT
Greenleaf Trust
Michigan
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$219K +$215K +14,487 New
RFN
77
RDA Financial Network
Iowa
$216K +$1.48K +100 +0.7%
CFGS
78
Concourse Financial Group Securities
Alabama
$216K +$18.5K +1,247 +10%
LFAS
79
Level Four Advisory Services
Texas
$210K +$32.2K +2,173 +19%
TF
80
TIAA FSB
Florida
$209K +$205K +13,791 New
AWG
81
Altus Wealth Group
Colorado
$207K – – –
MA
82
MBA Advisors
Pennsylvania
$206K -$46.4K -3,132 -19%
BCP
83
Berkeley Capital Partners
Georgia
$193K +$445 +30 +0.2%
PAS
84
Park Avenue Securities
New York
$193K +$189K +12,763 New
EW
85
Element Wealth
Mississippi
$188K – – –
DLG
86
Daniel L. Goodwin
$185K – – –
HKAM
87
Horizon Kinetics Asset Management
New York
$183K – – –
TW
88
TrinityPoint Wealth
Connecticut
$181K – – –
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$179K +$2.28K +154 +1%
RWM
90
Ritholtz Wealth Management
New York
$179K +$2.28K +154 +1%
LF
91
Lantz Financial
Illinois
$178K -$15 -1 -0%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$177K – – –
HVIA
93
Hudson Valley Investment Advisors
New York
$174K – – –
VFA
94
Valeo Financial Advisors
Indiana
$160K – – –
US Bancorp
95
US Bancorp
Minnesota
$146K – – –
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$127K +$1.47K +99 +1%
SPIA
97
Steward Partners Investment Advisory
New York
$111K +$5.74K +387 +6%
CF
98
Centaurus Financial
California
$103K +$101K +6,834 New
AWM
99
Accel Wealth Management
Iowa
$96K +$1.62K +109 +2%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$89K -$623 -42 -0.7%
2 3
4
5 6

NMZ Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2021, worth a combined $156M — up 7.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.04M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $7.01M sold.

  • 123 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $156M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2021 and 10 closed out, a net change of +10 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2021 was Hennion & Walsh Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2021.