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Nuveen Municipal High Income Opportunity Fund

112 hedge funds and large institutions have $137M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

0.23% more ownership

Funds ownership: 10.56%10.78% (+0.23%)

9% less funds holding

Funds holding: 123112 (-11)

12% less capital invested

Capital invested by funds: $156M → $137M (-$19.1M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
112
Holders Change
-11
Holders Change %
-8.94%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$18.1M +$1.05M +75,576 +6%
Morgan Stanley
2
Morgan Stanley
New York
$11.1M -$512K -36,814 -4%
Ameriprise
3
Ameriprise
Minnesota
$10.8M +$10.2M +734,996 +643%
GC
4
Guggenheim Capital
Illinois
$6.95M +$784K +56,365 +12%
Bank of America
5
Bank of America
North Carolina
$5.81M +$71.2K +5,121 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.66M -$600K -43,141 -9%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.7M +$156K +11,217 +3%
VanEck Associates
8
VanEck Associates
New York
$4.67M -$577K -41,506 -10%
RJA
9
Raymond James & Associates
Florida
$4.27M +$110K +7,926 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.23M +$2.94K +211 +0.1%
Wells Fargo
11
Wells Fargo
California
$4.02M +$470K +33,810 +12%
OIA
12
OneDigital Investment Advisors
Kansas
$3.67M +$816K +58,659 +26%
LPL Financial
13
LPL Financial
California
$3.09M +$1.34M +96,692 +69%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.81M -$76.1K -5,472 -2%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M -$80.9K -5,817 -3%
KAS
16
Kestra Advisory Services
Texas
$2.41M +$102K +7,298 +4%
MPW
17
Melone Private Wealth
Michigan
$2.37M +$1.07M +76,653 +67%
FAIM
18
Financial Advocates Investment Management
Washington
$1.97M +$84.1K +6,047 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.97M -$18.5K -1,330 -0.9%
AWM
20
AE Wealth Management
Kansas
$1.95M -$1.53M -109,988 -42%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.69M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.44M -$271K -19,497 -15%
PAG
23
Private Advisor Group
New Jersey
$1.38M +$28.8K +2,069 +2%
Truist Financial
24
Truist Financial
North Carolina
$1.3M
AAM
25
Advisors Asset Management
Colorado
$1.24M -$389K -27,985 -23%

NMZ Hedge Fund Activity: Q1 2022 in Review

112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2022, worth a combined $137M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 42 added.

The largest buyer was Ameriprise, adding an estimated $10.2M. The largest seller was Traynor Capital Management, exiting entirely with an estimated $2.13M sold.

  • 112 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2022, down from 123 in Q4 2021.
  • Funds reported $137M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2022 was Ameriprise, an estimated $10.2M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2022 was Traynor Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.