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Nuveen Municipal High Income Opportunity Fund
NMZ

127 hedge funds and large institutions have $127M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

15% more capital invested

Capital invested by funds: $110M → $127M (+$16.6M)

5% more funds holding

Funds holding: 121 → 127 (+6)

1.62% more ownership

Funds ownership: 10.1% → 11.72% (+1.6%)

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
39
Reduced
33
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.59M
2
UBS Group
UBS Group
Switzerland
+$4.66M
3
WAM
Weiss Asset Management
Massachusetts
+$2.71M
4
GC
Guggenheim Capital
Illinois
+$1.87M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$929K
2
BCM
Brookstone Capital Management
Illinois
-$861K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$658K
4
Wells Fargo
Wells Fargo
California
-$634K
5
Bank of America
Bank of America
North Carolina
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.07M +$242K +23,196 +29%
CAN
27
Cetera Advisor Networks
California
$1.03M +$152K +14,587 +17%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.02M -$272K -26,029 -21%
RPCA
29
Running Point Capital Advisors
California
$933K +$604K +57,882 +179%
HI
30
Harbour Investments
Wisconsin
$842K -$431K -41,305 -34%
WS
31
Wedbush Securities
California
$811K +$8.71K +834 +1%
Truist Financial
32
Truist Financial
North Carolina
$801K +$48K +4,595 +6%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$757K – – –
VVP
34
Venture Visionary Partners
Ohio
$724K +$480K +45,977 +191%
LSC
35
Logan Stone Capital
Illinois
$709K +$716K +68,567 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$684K +$62.6K +5,995 +10%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$679K +$338K +32,400 +97%
BAM
38
Belpointe Asset Management
Nevada
$664K +$207K +19,851 +45%
LCM
39
Landscape Capital Management
New Jersey
$663K +$669K +64,079 New
WWM
40
Western Wealth Management
Colorado
$663K -$49.2K -4,711 -7%
SMC
41
Smith, Moore & Co
Missouri
$502K +$46.3K +4,433 +10%
PAS
42
Park Avenue Securities
New York
$476K +$30K +2,874 +7%
TCM
43
Traynor Capital Management
Pennsylvania
$459K +$87K +8,333 +23%
SI
44
Stephens Inc
Arkansas
$437K +$312K +29,890 +241%
RL
45
RPO LLC
Connecticut
$423K +$427K +40,878 New
RCA
46
Ranch Capital Advisors
Florida
$395K -$107K -10,239 -21%
AFP
47
Ausdal Financial Partners
Iowa
$386K -$114K -10,916 -23%
PVM
48
Palogic Value Management
Texas
$372K +$376K +36,000 New
First Trust Advisors
49
First Trust Advisors
Illinois
$360K -$89.1K -8,539 -20%
SWM
50
Spire Wealth Management
Virginia
$356K -$38.7K -3,703 -10%
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NMZ Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2022, worth a combined $127M — up 15% from $110M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NMZ positions and 23 closed out — a net gain of 9 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.59M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $929K sold.

  • 127 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $127M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2022, up 15% quarter-over-quarter.
  • 32 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2022 and 23 closed out, a net change of +9 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2022 was Morgan Stanley, an estimated $5.59M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2022 was Advisors Asset Management, an estimated $929K sold.

Based on aggregated 13F filings for Q4 2022.