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Nuveen Municipal High Income Opportunity Fund

97 hedge funds and large institutions have $91.4M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

13% more funds holding

Funds holding: 8697 (+11)

8% more capital invested

Capital invested by funds: $84.7M → $91.4M (+$6.74M)

0.46% more ownership

Funds ownership: 8.13%8.58% (+0.46%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
101
tru Independence
Oregon
-$5 -366 Closed
AWM
102
Adams Wealth Management
Utah
+$404 +30 New

NMZ Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2020, worth a combined $91.4M — up 8% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $790K.

  • 97 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $91.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2020, up 8% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2020 and 5 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2020 was AE Wealth Management, an estimated $1.96M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2020 was Guggenheim Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q3 2020.