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Nuveen Municipal High Income Opportunity Fund

119 hedge funds and large institutions have $126M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

6% more funds holding

Funds holding: 112119 (+7)

0.21% more ownership

Funds ownership: 10.78%10.99% (+0.21%)

8% less capital invested

Capital invested by funds: $137M → $126M (-$10.8M)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.4M +$151K +12,608 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$777K +64,634 +8%
Ameriprise
3
Ameriprise
Minnesota
$6.67M -$3.35M -279,061 -33%
GC
4
Guggenheim Capital
Illinois
$6.66M +$423K +35,168 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.15M +$64.6K +5,373 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.73M +$515K +42,901 +12%
Bank of America
7
Bank of America
North Carolina
$4.63M -$606K -50,439 -11%
Wells Fargo
8
Wells Fargo
California
$4.22M +$619K +51,517 +17%
OIA
9
OneDigital Investment Advisors
Kansas
$3.97M +$680K +56,631 +20%
RJA
10
Raymond James & Associates
Florida
$3.48M -$372K -30,926 -9%
VanEck Associates
11
VanEck Associates
New York
$3.23M -$998K -83,074 -23%
LPL Financial
12
LPL Financial
California
$3.04M +$270K +22,461 +9%
MPW
13
Melone Private Wealth
Michigan
$2.75M +$456K +37,915 +20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.46M -$62.8K -5,231 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.41M -$1.43M -119,326 -37%
Stifel Financial
16
Stifel Financial
Missouri
$2.31M +$2.07M +172,097 +689%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M -$5.37K -447 -0.2%
KAS
18
Kestra Advisory Services
Texas
$2.1M -$74K -6,157 -3%
FAIM
19
Financial Advocates Investment Management
Washington
$1.95M +$180K +14,981 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.86M +$97.8K +8,142 +5%
AWM
21
AE Wealth Management
Kansas
$1.69M -$65.3K -5,434 -4%
AWS
22
Atria Wealth Solutions
New York
$1.58M +$1.63M +135,378 New
HI
23
Harbour Investments
Wisconsin
$1.44M +$1.48M +122,769 New
PAG
24
Private Advisor Group
New Jersey
$1.35M +$112K +9,286 +9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.3M +$212K +17,649 +19%

NMZ Hedge Fund Activity: Q2 2022 in Review

119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2022, worth a combined $126M — down 7.9% from $137M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NMZ positions and 15 closed out — a net gain of 7 holders — while 32 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.07M. The largest seller was Ameriprise, cutting an estimated $3.35M.

  • 119 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $126M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2022, down 7.9% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2022 and 15 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2022 was Stifel Financial, an estimated $2.07M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2022 was Ameriprise, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2022.