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Nuveen Municipal High Income Opportunity Fund
NMZ

113 hedge funds and large institutions have $123M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 112 → 113 (+1)

0.7% less ownership

Funds ownership: 12.74% → 12.04% (-0.7%)

13% less capital invested

Capital invested by funds: $143M → $123M (-$19.2M)

Holders
113
Holders Change
+1
Holders Change %
+0.89%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
39
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VanEck Associates
VanEck Associates
New York
+$1.25M
2
GC
Guggenheim Capital
Illinois
+$956K
3
Wells Fargo
Wells Fargo
California
+$886K
4
Creative Planning
Creative Planning
Kansas
+$468K
5
Bank of America
Bank of America
North Carolina
+$378K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$865K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$815K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$597K
5
RJA
Raymond James & Associates
Florida
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
26
Regatta Capital Group
California
$1.04M – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.02M +$37.7K +3,692 +3%
Mariner
28
Mariner
Kansas
$1.01M +$3.3K +323 +0.3%
CAN
29
Cetera Advisor Networks
California
$977K +$13.2K +1,296 +1%
Ameriprise
30
Ameriprise
Minnesota
$960K -$274K -26,786 -21%
Truist Financial
31
Truist Financial
North Carolina
$918K -$27.5K -2,690 -3%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$905K -$815K -79,794 -45%
SI
33
Stephens Inc
Arkansas
$825K +$15.7K +1,538 +2%
TCM
34
Traynor Capital Management
Pennsylvania
$740K +$156K +15,265 +24%
SXL
35
Summit X LLC
Missouri
$719K +$152K +14,877 +24%
VVP
36
Venture Visionary Partners
Ohio
$666K +$48.2K +4,718 +7%
Invesco
37
Invesco
Georgia
$618K +$364K +35,622 +115%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$613K +$31.1K +3,043 +5%
DLG
39
Daniel L. Goodwin
$612K +$63.4K +6,200 +10%
WWM
40
Western Wealth Management
Colorado
$595K – – –
RPCA
41
Running Point Capital Advisors
California
$585K – – –
HI
42
Harbour Investments
Wisconsin
$570K -$151K -14,798 -19%
WS
43
Wedbush Securities
California
$537K +$6.74K +660 +1%
AFP
44
Ausdal Financial Partners
Iowa
$520K +$12.1K +1,184 +2%
CA
45
Cetera Advisors
Colorado
$498K +$67.8K +6,631 +14%
Creative Planning
46
Creative Planning
Kansas
$425K +$468K +45,772 New
CWP
47
Core Wealth Partners
California
$413K – – –
NA
48
NewEdge Advisors
Louisiana
$405K -$75.6K -7,400 -14%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$332K +$243K +23,755 +198%
Walleye Capital
50
Walleye Capital
New York
$317K +$349K +34,200 New
1
2
3 4 5

NMZ Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2023, worth a combined $123M — down 13% from $143M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NMZ positions and 9 closed out — a net gain of 1 holder — while 39 added to existing stakes and 29 trimmed.

The largest buyer was VanEck Associates, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $4.3M.

  • 113 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2023, up from 112 in Q2 2023.
  • Funds reported $123M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2023 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2023 was VanEck Associates, an estimated $1.25M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2023 was UBS Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2023.