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Nuveen Municipal High Income Opportunity Fund

123 hedge funds and large institutions have $156M invested in Nuveen Municipal High Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 22

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

8% more funds holding

Funds holding: 114123 (+9)

8% more capital invested

Capital invested by funds: $145M → $156M (+$11.3M)

0.45% less ownership

Funds ownership: 11.01%10.56% (-0.45%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.9M +$1.89M +127,321 +11%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M +$559K +37,669 +4%
GC
3
Guggenheim Capital
Illinois
$7.23M +$429K +28,960 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.23M +$999K +67,345 +16%
Bank of America
5
Bank of America
North Carolina
$6.67M -$134K -9,006 -2%
VanEck Associates
6
VanEck Associates
New York
$6.05M +$586K +39,547 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.29M -$1.71K -115 -0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.91M +$612K +41,266 +15%
RJA
9
Raymond James & Associates
Florida
$4.84M +$504K +34,009 +12%
HI
10
Harbour Investments
Wisconsin
$4.35M -$94.1K -6,347 -2%
Wells Fargo
11
Wells Fargo
California
$4.16M +$1.05M +71,046 +35%
AWM
12
AE Wealth Management
Kansas
$3.93M -$2.22K -150 -0.1%
OIA
13
OneDigital Investment Advisors
Kansas
$3.38M +$305K +20,566 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.35M +$44.8K +3,021 +1%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.92M -$121K -8,180 -4%
KAS
16
Kestra Advisory Services
Texas
$2.69M +$99.3K +6,698 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.31M -$28.5K -1,922 -1%
FAIM
18
Financial Advocates Investment Management
Washington
$2.2M -$9.54K -643 -0.4%
TCM
19
Traynor Capital Management
Pennsylvania
$2.13M -$237 -16 -0%
LPL Financial
20
LPL Financial
California
$2.12M +$44.2K +2,983 +2%
RCM
21
Rivernorth Capital Management
Florida
$2.08M +$2.04M +137,644 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.97M +$356K +23,998 +23%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.96M -$533K -35,924 -22%
AAM
24
Advisors Asset Management
Colorado
$1.86M -$355K -23,962 -16%
MPW
25
Melone Private Wealth
Michigan
$1.74M +$1.71M +115,075 New

NMZ Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2021, worth a combined $156M — up 7.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 10 closed out — a net gain of 10 holders — while 51 added to existing stakes and 22 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.04M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $7.01M sold.

  • 123 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $156M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2021 and 10 closed out, a net change of +10 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2021 was Hennion & Walsh Asset Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2021.