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Nuveen Municipal High Income Opportunity Fund

112 hedge funds and large institutions have $137M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

0.23% more ownership

Funds ownership: 10.56%10.78% (+0.23%)

9% less funds holding

Funds holding: 123112 (-11)

12% less capital invested

Capital invested by funds: $156M → $137M (-$19.1M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
76
RDA Financial Network
Iowa
$179K -$6.95K -500 -4%
EW
77
Element Wealth
Mississippi
$165K +$3.2K +230 +2%
DLG
78
Daniel L. Goodwin
$159K
HKAM
79
Horizon Kinetics Asset Management
New York
$157K
TW
80
TrinityPoint Wealth
Connecticut
$156K
HVIA
81
Hudson Valley Investment Advisors
New York
$150K
MA
82
MBA Advisors
Pennsylvania
$149K -$30.3K -2,175 -16%
CG
83
Clarus Group
Texas
$137K -$62.8K -4,514 -30%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$129K +$75.8K +5,453 +121%
US Bancorp
85
US Bancorp
Minnesota
$126K
SPIA
86
Steward Partners Investment Advisory
New York
$117K +$22.8K +1,636 +22%
IA
87
IFP Advisors
Florida
$102K +$112K +8,047 New
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$99.9K -$9.69K -697 -8%
EIP
89
Ellis Investment Partners
Pennsylvania
$92K +$18.8K +1,352 +23%
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$85K +$91.3K +6,561 New
AWM
91
Accel Wealth Management
Iowa
$84K +$1.27K +91 +1%
CFGS
92
Concourse Financial Group Securities
Alabama
$70K -$124K -8,941 -63%
CBT
93
CoreFirst Bank & Trust
Kansas
$52K
EWM
94
Evermay Wealth Management
Virginia
$39K
SSB
95
Sandy Spring Bank
Maryland
$39K
MCC
96
Money Concepts Capital
Florida
$33K +$35.5K +2,549 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$32K -$47.3K -3,400 -58%
WTA
98
Washington Trust Advisors
Massachusetts
$32K
SWM
99
Selective Wealth Management
Virginia
$28K
Jones Financial Companies
100
Jones Financial Companies
Missouri
$26K

NMZ Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2022, worth a combined $137M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 42 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Traynor Capital Management, exiting entirely with an estimated $2.13M sold.

  • 112 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $137M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2022 was Ameriprise, an estimated $10.2M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2022 was Traynor Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.