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.
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: 123 → 112 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.34M |
| 3 |
MPW
Melone Private Wealth
Auburn Hills,
Michigan
|
+$1.07M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.05M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$957K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$2.13M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.08M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.53M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$600K |
| 5 |
VanEck Associates
New York
|
-$577K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
126
CoreCap Advisors
Southfield,
Michigan
| – | -$43K | -2,833 | Closed |
|
127
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -1,028 | Closed |
|
|
CWS
128
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$15K | -1,008 | Closed |
|
|
CCM
129
Chilton Capital Management
Houston,
Texas
| – | -$8K | -519 | Closed |
|
|
SFM
130
Signet Financial Management
Parsippany,
New Jersey
| – | -$6K | -400 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | +$14 | +1 | New |
|
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.