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Nuveen Municipal High Income Opportunity Fund
NMZ

121 hedge funds and large institutions have $110M invested in Nuveen Municipal High Income Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 119 → 121 (+2)

0.89% less ownership

Funds ownership: 10.99% → 10.1% (-0.89%)

13% less capital invested

Capital invested by funds: $126M → $110M (-$15.8M)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.01M
2
BCM
Brookstone Capital Management
Illinois
+$983K
3
VF
Virtu Financial
New York
+$899K
4
UBS Group
UBS Group
Switzerland
+$824K
5
GC
Guggenheim Capital
Illinois
+$716K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.8M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.19M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$658K
4
AWM
AE Wealth Management
Kansas
-$613K
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
$350K – – –
APA
52
American Portfolios Advisors
New York
$346K – – –
SIC
53
Samalin Investment Counsel
New York
$346K -$10.6K -900 -3%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$342K – – –
RPCA
55
Running Point Capital Advisors
California
$333K +$294 +25 +0.1%
NA
56
NewEdge Advisors
Louisiana
$301K +$142K +12,084 +71%
RJT
57
Raymond James Trust
Florida
$299K – – –
KFS
58
Kaizen Financial Strategies
California
$279K -$30.4K -2,585 -9%
CIAS
59
Capital Investment Advisory Services
North Carolina
$275K – – –
FM
60
Family Management
New York
$265K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$258K -$26.2K -2,229 -8%
AA
62
AlphaCentric Advisors
Puerto Rico
$247K +$282K +24,000 New
VVP
63
Venture Visionary Partners
Ohio
$246K -$964 -82 -0.3%
OC
64
Oppenheimer & Co
New York
$238K -$2.01K -171 -0.7%
KPWS
65
Kestra Private Wealth Services
Texas
$232K +$1.56K +133 +0.6%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$225K -$56.5K -4,804 -18%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$208K +$1.35K +115 +0.6%
CCG
68
Ceeto Capital Group
Florida
$207K – – –
AWG
69
Altus Wealth Group
Colorado
$202K – – –
DADC
70
D.A. Davidson & Co
Montana
$195K -$58.3K -4,964 -21%
HCM
71
Hollencrest Capital Management
California
$183K – – –
CIA
72
Capital Investment Advisors
Georgia
$171K – – –
VHAM
73
Van Hulzen Asset Management
California
$161K +$13.1K +1,111 +8%
CA
74
Cetera Advisors
Colorado
$158K +$180K +15,340 New
WAM
75
Worth Asset Management
Texas
$154K – – –
1 2
3
4 5

NMZ Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2022, worth a combined $110M — down 13% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NMZ positions and 11 closed out — a net gain of 2 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.01M. The largest seller was Ameriprise, cutting an estimated $4.8M.

  • 121 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2022, up from 119 in Q2 2022.
  • Funds reported $110M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2022 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2022 was Morgan Stanley, an estimated $1.01M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2022 was Ameriprise, an estimated $4.8M sold.

Based on aggregated 13F filings for Q3 2022.