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Nuveen Municipal High Income Opportunity Fund

107 hedge funds and large institutions have $140M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 20

15% more capital invested

Capital invested by funds: $122M → $140M (+$17.9M)

0.15% more ownership

Funds ownership: 10%10.15% (+0.15%)

2% less funds holding

Funds holding: 109107 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.7M +$1.31M +87,983 +7%
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$1.99M +133,357 +21%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.43M -$109K -7,288 -1%
Bank of America
4
Bank of America
North Carolina
$6.33M +$304K +20,354 +5%
GC
5
Guggenheim Capital
Illinois
$6.25M +$858K +57,476 +16%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.08M +$627K +42,007 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.15M +$312K +20,911 +7%
VanEck Associates
8
VanEck Associates
New York
$4.52M +$608K +40,703 +16%
HI
9
Harbour Investments
Wisconsin
$4.07M +$111K +7,432 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.04M +$698K +46,754 +22%
RJA
11
Raymond James & Associates
Florida
$4.04M +$10.8K +720 +0.3%
AWM
12
AE Wealth Management
Kansas
$3.7M +$147K +9,834 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.24M +$333K +22,276 +12%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.06M -$171K -11,464 -5%
AAM
15
Advisors Asset Management
Colorado
$2.88M +$281K +18,798 +11%
Wells Fargo
16
Wells Fargo
California
$2.82M -$343K -22,987 -11%
TCM
17
Traynor Capital Management
Pennsylvania
$2.37M -$34.2K -2,292 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.3M +$188K +12,621 +9%
FAIM
19
Financial Advocates Investment Management
Washington
$2.27M +$268K +17,965 +14%
OIA
20
OneDigital Investment Advisors
Kansas
$2.12M +$254K +17,024 +14%
SWM
21
Spire Wealth Management
Virginia
$1.9M -$23.1K -1,550 -1%
LPL Financial
22
LPL Financial
California
$1.81M +$54.5K +3,653 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.75M +$262K +17,538 +18%
KAS
24
Kestra Advisory Services
Texas
$1.72M +$94.5K +6,328 +6%
PAG
25
Private Advisor Group
New Jersey
$1.41M -$79.9K -5,351 -6%

NMZ Hedge Fund Activity: Q2 2021 in Review

107 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2021, worth a combined $140M — up 15% from $122M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NMZ and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 51 added.

The largest buyer was Morgan Stanley, adding an estimated $1.99M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $890K.

  • 107 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $140M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2021, up 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2021 was Morgan Stanley, an estimated $1.99M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2021 was Benjamin F. Edwards & Company, an estimated $890K sold.

Based on aggregated 13F filings for Q2 2021.