Nuveen Municipal High Income Opportunity Fund
119 hedge funds and large institutions have $126M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
6% more funds holding
Funds holding: 112 → 119 (+7)
0.21% more ownership
Funds ownership: 10.78% → 10.99% (+0.21%)
8% less capital invested
Capital invested by funds: $137M → $126M (-$10.8M)
22% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.07M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$1.63M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.02M |
| 4 |
Morgan Stanley
New York
|
+$777K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.35M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.43M |
| 3 |
VanEck Associates
New York
|
-$998K |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$862K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$823K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
126
Clarus Group
Houston,
Texas
| – | -$137K | -10,550 | Closed |
|
127
Koshinski Asset Management
Decatur,
Illinois
| – | -$99.9K | -7,682 | Closed |
|
|
EWM
128
Evermay Wealth Management
Arlington,
Virginia
| – | -$39K | -3,000 | Closed |
|
|
MCC
129
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$33K | -2,549 | Closed |
|
|
PFS
130
Prospera Financial Services
Dallas,
Texas
| – | -$21K | -1,600 | Closed |
|
|
AF
131
Allworth Financial
Folsom,
California
| – | -$10K | -770 | Closed |
|
|
SIC
132
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$6K | -440 | Closed |
|
NMZ Hedge Fund Activity: Q2 2022 in Review
119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2022, worth a combined $126M — down 7.9% from $137M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NMZ positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 41 trimmed.
The largest buyer was Stifel Financial, adding an estimated $2.07M. The largest seller was Ameriprise, cutting an estimated $3.35M.
- 119 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2022, up from 112 in Q1 2022.
- Funds reported $126M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2022, down 7.9% quarter-over-quarter.
- 22 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2022 and 15 closed out, a net change of +7 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2022 was Stifel Financial, an estimated $2.07M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2022 was Ameriprise, an estimated $3.35M sold.
Based on aggregated 13F filings for Q2 2022.