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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
SBL
101
Sargent Bickham Lagudis
Colorado
$25K
SIS
102
Sound Income Strategies
Florida
$24K
PFS
103
Prospera Financial Services
Texas
$21K +$22.3K +1,600 New
WB
104
Webster Bank
Connecticut
$20K
CFB
105
Cullen/Frost Bankers
Texas
$18K
SAM
106
Strategic Asset Management
Minnesota
$14K +$6.95K +500 +83%
AF
107
Allworth Financial
California
$10K
CT
108
Caldwell Trust
Florida
$6.5K
SIC
109
Salem Investment Counselors
North Carolina
$6K
Northern Trust
110
Northern Trust
Illinois
$2K -$306K -22,000 -65%
TCM
111
Traynor Capital Management
Pennsylvania
-$2.13M -141,202 Closed
RCM
112
Rivernorth Capital Management
Florida
-$2.08M -137,644 Closed
GT
113
Greenleaf Trust
Michigan
-$428K -28,287 Closed
AF
114
Advisornet Financial
Minnesota
-$373K -24,650 Closed
AC
115
Aristides Capital
Kentucky
-$328K -21,714 Closed
IAIM
116
International Assets Investment Management
Florida
-$297K -19,651 Closed
Citadel Advisors
117
Citadel Advisors
Florida
-$265K -17,552 Closed
LC
118
Lavaca Capital
Texas
-$243K -16,087 Closed
HighTower Advisors
119
HighTower Advisors
Illinois
-$219K -14,487 Closed
TF
120
TIAA FSB
Florida
-$209K -13,791 Closed
OSAM
121
O'Shaughnessy Asset Management
Connecticut
-$179K -11,825 Closed
RWM
122
Ritholtz Wealth Management
New York
-$179K -11,825 Closed
LF
123
Lantz Financial
Illinois
-$178K -11,769 Closed
VFA
124
Valeo Financial Advisors
Indiana
-$160K -10,601 Closed
CF
125
Centaurus Financial
California
-$103K -6,834 Closed

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.