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Nuveen Municipal High Income Opportunity Fund
NMZ

122 hedge funds and large institutions have $144M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

1.29% more ownership

Funds ownership: 11.72% → 13% (+1.3%)

4% less funds holding

Funds holding: 127 → 122 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
Woodline Partners
California
+$8.53M
2
Morgan Stanley
Morgan Stanley
New York
+$2.62M
3
RCM
Robinson Capital Management
Michigan
+$1.9M
4
VanEck Associates
VanEck Associates
New York
+$1.48M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.12M

Top Sellers

1
WAM
Weiss Asset Management
Massachusetts
-$2.69M
2
AWS
Atria Wealth Solutions
New York
-$1.93M
3
Bank of America
Bank of America
North Carolina
-$1.07M
4
LSC
Logan Stone Capital
Illinois
-$709K
5
BAM
Belpointe Asset Management
Nevada
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.36M +$845K +79,943 +174%
PAG
27
Private Advisor Group
New Jersey
$1.31M -$73.2K -6,928 -5%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.23M +$116K +11,000 +11%
RCG
29
Regatta Capital Group
California
$1.16M – – –
CAN
30
Cetera Advisor Networks
California
$1.12M +$48.6K +4,598 +5%
Truist Financial
31
Truist Financial
North Carolina
$1.06M +$223K +21,096 +27%
SI
32
Stephens Inc
Arkansas
$894K +$428K +40,514 +96%
WS
33
Wedbush Securities
California
$793K -$52.8K -4,994 -6%
HI
34
Harbour Investments
Wisconsin
$774K -$103K -9,768 -12%
LCM
35
Landscape Capital Management
New Jersey
$754K +$60.8K +5,757 +9%
VVP
36
Venture Visionary Partners
Ohio
$724K -$31K -2,937 -4%
SXL
37
Summit X LLC
Missouri
$720K +$704K +66,649 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$715K +$1.08K +102 +0.2%
WWM
39
Western Wealth Management
Colorado
$692K – – –
RPCA
40
Running Point Capital Advisors
California
$681K -$287K -27,197 -30%
TCM
41
Traynor Capital Management
Pennsylvania
$584K +$103K +9,758 +22%
JP Morgan Chase
42
JP Morgan Chase
New York
$579K +$566K +53,589 New
NA
43
NewEdge Advisors
Louisiana
$575K +$132K +12,500 +30%
SMC
44
Smith, Moore & Co
Missouri
$525K +$1.06K +100 +0.2%
CA
45
Cetera Advisors
Colorado
$483K +$140K +13,250 +42%
CWP
46
Core Wealth Partners
California
$480K +$361K +34,138 +331%
AFP
47
Ausdal Financial Partners
Iowa
$403K +$148 +14 +0%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$395K -$387K -36,603 -50%
PVM
49
Palogic Value Management
Texas
$367K -$21.1K -2,000 -6%
SWM
50
Spire Wealth Management
Virginia
$365K -$6.24K -590 -2%
1
2
3 4 5

NMZ Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2023, worth a combined $144M — up 14% from $127M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 17 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 45 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $8.53M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.69M sold.

  • 122 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $144M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2023 and 20 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2023 was Woodline Partners, an estimated $8.53M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2023.