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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.

New
Increased
Maintained
Reduced
Closed

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: 107114 (+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%)

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17.5M -$1.46M -94,979 -7%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M +$1.46M +94,867 +13%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.01M -$113K -7,330 -2%
Bank of America
4
Bank of America
North Carolina
$6.65M +$602K +39,135 +10%
GC
5
Guggenheim Capital
Illinois
$6.63M +$659K +42,818 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.06M +$239K +15,519 +4%
VanEck Associates
7
VanEck Associates
New York
$5.33M +$1.03M +66,854 +23%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.17M +$247K +16,038 +5%
HI
9
Harbour Investments
Wisconsin
$4.34M +$449K +29,181 +11%
RJA
10
Raymond James & Associates
Florida
$4.22M +$368K +23,915 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.19M +$325K +21,132 +8%
AWM
12
AE Wealth Management
Kansas
$3.84M +$301K +19,550 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.22M +$120K +7,777 +4%
Wells Fargo
14
Wells Fargo
California
$3.01M +$327K +21,233 +12%
OIA
15
OneDigital Investment Advisors
Kansas
$3M +$1.01M +65,550 +48%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.97M +$39K +2,534 +1%
KAS
17
Kestra Advisory Services
Texas
$2.53M +$918K +59,699 +53%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.43M +$2.55M +165,711 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.28M +$77.7K +5,050 +3%
AAM
20
Advisors Asset Management
Colorado
$2.17M -$621K -40,362 -22%
FAIM
21
Financial Advocates Investment Management
Washington
$2.15M -$21.4K -1,389 -0.9%
TCM
22
Traynor Capital Management
Pennsylvania
$2.08M -$182K -11,831 -8%
LPL Financial
23
LPL Financial
California
$2.03M +$306K +19,921 +17%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.57M -$110K -7,129 -6%
SWM
25
Spire Wealth Management
Virginia
$1.56M -$266K -17,268 -14%

NMZ Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 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.