Nuveen Municipal High Income Opportunity Fund
109 hedge funds and large institutions have $122M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 10 closing their positions.
172% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 18
18% more capital invested
Capital invested by funds: $104M → $122M (+$18.4M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
0.92% more ownership
Funds ownership: 9.08% → 10% (+0.92%)
0% more funds holding
Funds holding: 109 → 109 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$922K |
| 3 |
Morgan Stanley
New York
|
+$827K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$751K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$748K |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$667K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$518K |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$451K |
| 5 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$446K |
NMZ Hedge Fund Activity: Q1 2021 in Review
109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2021, worth a combined $122M — up 18% from $104M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NMZ positions and 10 closed out — a net gain of 1 holder — while 49 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $1.59M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $748K sold.
- 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $122M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2021, up 18% quarter-over-quarter.
- 11 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2021 and 10 closed out, a net change of +1 holder.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2021 was Bank of America, an estimated $1.59M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2021 was Stratos Wealth Partners, an estimated $748K sold.
Based on aggregated 13F filings for Q1 2021.