Nuveen Municipal High Income Opportunity Fund
NMZ
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.
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
72% more capital inflows, than outflows
Capital inflows: $19.4M | Capital outflows: $11.3M
8% more funds holding
Funds holding: 114 → 123 (+9)
0.45% less ownership
Funds ownership: 11.01% → 10.56% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.89M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.23M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$7.01M |
| 2 |
Spire Wealth Management
Mclean,
Virginia
|
-$732K |
| 3 |
Cohen & Steers
New York
|
-$571K |
| 4 |
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$533K |
| 5 |
Greenleaf Trust
Kalamazoo,
Michigan
|
-$411K |
NMZ Hedge Fund Activity: Q4 2021 in Review
123 of the 6,522 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.