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Nuveen Municipal High Income Opportunity Fund

109 hedge funds and large institutions have $104M invested in Nuveen Municipal High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $91.4M → $104M (+$12.1M)

12% more funds holding

Funds holding: 97109 (+12)

0.5% more ownership

Funds ownership: 8.58%9.08% (+0.5%)

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.3M +$883K +64,669 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.13M +$789K +57,778 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.01M +$221K +16,168 +5%
GC
4
Guggenheim Capital
Illinois
$4.83M -$1.37M -100,128 -23%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.28M +$391K +28,661 +11%
Bank of America
6
Bank of America
North Carolina
$4.04M +$1.05M +76,855 +38%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.7M +$2.55K +187 +0.1%
VanEck Associates
8
VanEck Associates
New York
$3.33M -$68.1K -4,992 -2%
RJA
9
Raymond James & Associates
Florida
$3.14M +$329K +24,129 +12%
AWM
10
AE Wealth Management
Kansas
$3.1M +$951K +69,706 +48%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.93M +$359K +26,303 +15%
Wells Fargo
12
Wells Fargo
California
$2.85M +$256K +18,728 +10%
AAM
13
Advisors Asset Management
Colorado
$2.21M -$70.7K -5,183 -3%
TCM
14
Traynor Capital Management
Pennsylvania
$2M -$196K -14,352 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.96M -$14.8K -1,083 -0.8%
FAIM
16
Financial Advocates Investment Management
Washington
$1.95M -$128K -9,363 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.89M -$204K -14,936 -10%
LPL Financial
18
LPL Financial
California
$1.79M -$52.8K -3,866 -3%
OIA
19
OneDigital Investment Advisors
Kansas
$1.66M +$301K +22,049 +24%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.48M +$13.4K +983 +1%
KAS
21
Kestra Advisory Services
Texas
$1.39M +$314K +22,994 +31%
Ameriprise
22
Ameriprise
Minnesota
$1.32M +$174K +12,746 +16%
LWP
23
Legacy Wealth Planning
Nevada
$1.31M -$45.4K -3,327 -4%
PAG
24
Private Advisor Group
New Jersey
$1.15M -$3.59K -263 -0.3%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.12M +$71.2K +5,213 +7%

NMZ Hedge Fund Activity: Q4 2020 in Review

109 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2020, worth a combined $104M — up 13% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Bank of America, adding an estimated $1.05M. The largest seller was Guggenheim Capital, cutting an estimated $1.37M.

  • 109 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2020, up from 97 in Q3 2020.
  • Funds reported $104M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2020 and 8 closed out, a net change of +12 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2020 was Bank of America, an estimated $1.05M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2020 was Guggenheim Capital, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.