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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
SWM
101
Selective Wealth Management
Virginia
$32K – – –
SBL
102
Sargent Bickham Lagudis
Colorado
$28K – – –
SIS
103
Sound Income Strategies
Florida
$27K – – –
WB
104
Webster Bank
Connecticut
$22K – – –
CFB
105
Cullen/Frost Bankers
Texas
$21K – – –
BU
106
BBVA USA
Alabama
$15K – – –
AF
107
Allworth Financial
California
$11K +$11.8K +770 New
SAM
108
Strategic Asset Management
Minnesota
$9K +$9.23K +600 New
CT
109
Caldwell Trust
Florida
$7.38K – – –
SIC
110
Salem Investment Counselors
North Carolina
$6K – – –
Northern Trust
111
Northern Trust
Illinois
$2K +$182K +11,822 New
IFAM
112
Institutional & Family Asset Management
Colorado
$1K -$69.2K -4,500 -98%
IC
113
Inscription Capital
Texas
– -$447K -29,073 Closed
CP
114
Camelot Portfolios
Ohio
– -$224K -14,526 Closed
FIA
115
FNY Investment Advisers
New York
– -$153K -10,000 Closed
NFSG
116
Newbridge Financial Services Group
Florida
– -$88K -5,746 Closed
Citigroup
117
Citigroup
New York
– -$37K -2,435 Closed
AWA
118
Arkadios Wealth Advisors
Georgia
– -$30K -1,971 Closed
ASN
119
Advisory Services Network
Georgia
– -$10K -681 Closed
PAM
120
Panagora Asset Management
Massachusetts
– -$2K -150 Closed
NFG
121
Next Financial Group
Texas
– -$585 -38 -55%
FWM
122
Focused Wealth Management
New York
– +$92 +6 New
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.