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Nuveen Municipal High Income Opportunity Fund

112 hedge funds and large institutions have $143M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 13%12.74% (-0.26%)

1% less capital invested

Capital invested by funds: $144M → $143M (-$1.41M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

8% less funds holding

Funds holding: 122112 (-10)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
35
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.31M -$133K -12,550 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.27M -$79.5K -7,486 -6%
RCG
28
Regatta Capital Group
California
$1.19M
Mariner
29
Mariner
Kansas
$1.15M +$1.15M +108,498 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.13M -$81K -7,631 -7%
CAN
31
Cetera Advisor Networks
California
$1.1M +$701 +66 +0.1%
Truist Financial
32
Truist Financial
North Carolina
$1.09M +$47.3K +4,451 +5%
SI
33
Stephens Inc
Arkansas
$923K +$47.8K +4,498 +5%
HI
34
Harbour Investments
Wisconsin
$805K +$47.5K +4,477 +6%
VVP
35
Venture Visionary Partners
Ohio
$709K +$191 +18 +0%
TCM
36
Traynor Capital Management
Pennsylvania
$682K +$110K +10,399 +19%
WWM
37
Western Wealth Management
Colorado
$677K
RPCA
38
Running Point Capital Advisors
California
$666K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$666K -$34K -3,201 -5%
SXL
40
Summit X LLC
Missouri
$662K -$42.5K -4,001 -6%
DLG
41
Daniel L. Goodwin
$632K +$279K +26,300 +79%
WS
42
Wedbush Securities
California
$605K -$172K -16,194 -22%
AFP
43
Ausdal Financial Partners
Iowa
$579K +$186K +17,473 +47%
NA
44
NewEdge Advisors
Louisiana
$540K -$37.2K -3,500 -6%
CA
45
Cetera Advisors
Colorado
$497K +$23.9K +2,250 +5%
SMC
46
Smith, Moore & Co
Missouri
$481K -$32.6K -3,068 -6%
CWP
47
Core Wealth Partners
California
$470K
CP
48
Camelot Portfolios
Ohio
$350K -$3.63K -342 -1%
PVM
49
Palogic Value Management
Texas
$349K -$10.6K -1,000 -3%
Invesco
50
Invesco
Georgia
$327K +$329K +30,972 New

NMZ Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2023, worth a combined $143M — down 0.98% from $144M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NMZ and 12 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 34 added.

The largest buyer was UBS Group, adding an estimated $2.64M. The largest seller was Woodline Partners, exiting entirely with an estimated $8.71M sold.

  • 112 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $143M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2023, down 0.98% quarter-over-quarter.
  • 12 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2023 and 21 closed out, a net change of -9 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2023 was UBS Group, an estimated $2.64M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2023 was Woodline Partners, an estimated $8.71M sold.

Based on aggregated 13F filings for Q2 2023.