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Nuveen Municipal High Income Opportunity Fund

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: 114123 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
101
Ellis Investment Partners
Pennsylvania
$87K +$1.29K +87 +2%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$68K
CBT
103
CoreFirst Bank & Trust
Kansas
$60K
EWM
104
Evermay Wealth Management
Virginia
$45K
SSB
105
Sandy Spring Bank
Maryland
$45K
CA
106
CoreCap Advisors
Michigan
$43K +$42K +2,833 New
WTA
107
Washington Trust Advisors
Massachusetts
$37K +$36K +2,426 New
SWM
108
Selective Wealth Management
Virginia
$32K
Jones Financial Companies
109
Jones Financial Companies
Missouri
$30K +$29.5K +1,987 New
SBL
110
Sargent Bickham Lagudis
Colorado
$29K
SIS
111
Sound Income Strategies
Florida
$28K
WB
112
Webster Bank
Connecticut
$23K
CFB
113
Cullen/Frost Bankers
Texas
$21K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$16K +$15.2K +1,028 New
CWS
115
Confluence Wealth Services
Pennsylvania
$15K +$14.9K +1,008 New
AF
116
Allworth Financial
California
$12K
SAM
117
Strategic Asset Management
Minnesota
$9K
CCM
118
Chilton Capital Management
Texas
$8K +$7.7K +519 New
CT
119
Caldwell Trust
Florida
$7.56K
SIC
120
Salem Investment Counselors
North Carolina
$7K
SFM
121
Signet Financial Management
New Jersey
$6K +$5.93K +400 New
Northern Trust
122
Northern Trust
Illinois
$5K +$326K +22,000 +186%
NFG
123
Next Financial Group
Texas
$1K +$816 +55 +177%
HWAM
124
Hennion & Walsh Asset Management
New Jersey
-$7.01M -475,222 Closed
Cohen & Steers
125
Cohen & Steers
New York
-$571K -38,656 Closed

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.