Nuveen Municipal High Income Opportunity Fund
114 hedge funds and large institutions have $145M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
7% more funds holding
Funds holding: 107 → 114 (+7)
3% more capital invested
Capital invested by funds: $140M → $145M (+$4.73M)
0.86% more ownership
Funds ownership: 10.15% → 11.01% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.46M |
| 2 |
VanEck Associates
New York
|
+$1.03M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.01M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$918K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.46M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$621K |
| 3 |
IC
Inscription Capital
Houston,
Texas
|
-$447K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$266K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$224K |
NMZ Hedge Fund Activity: Q3 2021 in Review
114 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2021, worth a combined $145M — up 3.4% from $140M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NMZ positions and 8 closed out — a net gain of 8 holders — while 45 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $1.46M.
- 114 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2021, up from 107 in Q2 2021.
- Funds reported $145M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2021, up 3.4% quarter-over-quarter.
- 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2021 and 8 closed out, a net change of +8 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2021 was Morgan Stanley, an estimated $1.46M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2021 was UBS Group, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2021.