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Nuveen Municipal High Income Opportunity Fund

97 hedge funds and large institutions have $91.4M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

13% more funds holding

Funds holding: 8697 (+11)

8% more capital invested

Capital invested by funds: $84.7M → $91.4M (+$6.74M)

0.46% more ownership

Funds ownership: 8.13%8.58% (+0.46%)

Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
36
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.4M +$144K +10,709 +1%
Morgan Stanley
2
Morgan Stanley
New York
$6.83M -$118K -8,739 -2%
GC
3
Guggenheim Capital
Illinois
$5.87M -$790K -58,640 -12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.47M +$15.6K +1,156 +0.3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.62M +$603K +44,721 +20%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.46M +$148K +10,965 +4%
VanEck Associates
7
VanEck Associates
New York
$3.18M +$407K +30,222 +15%
Bank of America
8
Bank of America
North Carolina
$2.75M +$382K +28,370 +16%
RJA
9
Raymond James & Associates
Florida
$2.62M -$160K -11,871 -6%
Wells Fargo
10
Wells Fargo
California
$2.41M -$72.9K -5,409 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.38M +$264K +19,600 +12%
AAM
12
Advisors Asset Management
Colorado
$2.14M -$89.9K -6,671 -4%
TCM
13
Traynor Capital Management
Pennsylvania
$2.04M +$68.9K +5,111 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.97M -$4.51K -335 -0.2%
AWM
15
AE Wealth Management
Kansas
$1.96M +$1.96M +145,219 New
FAIM
16
Financial Advocates Investment Management
Washington
$1.95M +$4.42K +328 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.85M -$73.1K -5,422 -4%
LPL Financial
18
LPL Financial
California
$1.72M +$185K +13,757 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.72M -$55.9K -4,148 -3%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.37M +$95.2K +7,063 +7%
LWP
21
Legacy Wealth Planning
Nevada
$1.27M +$19.1K +1,418 +2%
OIA
22
OneDigital Investment Advisors
Kansas
$1.26M +$105K +7,776 +9%
WS
23
Wedbush Securities
California
$1.17M +$660 +49 +0.1%
PAG
24
Private Advisor Group
New Jersey
$1.08M +$68.1K +5,056 +7%
Ameriprise
25
Ameriprise
Minnesota
$1.07M +$86.4K +6,411 +9%

NMZ Hedge Fund Activity: Q3 2020 in Review

97 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2020, worth a combined $91.4M — up 8% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $790K.

  • 97 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $91.4M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2020, up 8% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2020 and 5 closed out, a net change of +11 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2020 was AE Wealth Management, an estimated $1.96M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2020 was Guggenheim Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q3 2020.