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Nuveen Municipal High Income Opportunity Fund

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: 121127 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
$352K
CP
52
Camelot Portfolios
Ohio
$345K +$220K +21,093 +172%
CA
53
Cetera Advisors
Colorado
$326K +$169K +16,175 +105%
SIC
54
Samalin Investment Counsel
New York
$310K -$38.2K -3,657 -11%
WP
55
WMS Partners
Maryland
$309K -$115K -11,000 -27%
RJT
56
Raymond James Trust
Florida
$301K
CIAS
57
Capital Investment Advisory Services
North Carolina
$277K
VF
58
Virtu Financial
New York
$268K -$528K -50,585 -66%
FM
59
Family Management
New York
$267K
NA
60
NewEdge Advisors
Louisiana
$263K +$135K +12,900 +44%
AAS
61
Ameritas Advisory Services
Nebraska
$259K +$261K +25,051 New
ASFA
62
All Season Financial Advisors
Colorado
$249K -$372K -35,650 -60%
AA
63
AlphaCentric Advisors
Puerto Rico
$239K -$9.39K -900 -4%
KFS
64
Kaizen Financial Strategies
California
$232K -$56.6K -5,419 -20%
WW
65
Waterfront Wealth
Kansas
$218K +$208K +19,950 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$213K -$13.8K -1,318 -6%
CCG
67
Ceeto Capital Group
Florida
$207K
KPWS
68
Kestra Private Wealth Services
Texas
$188K -$46.6K -4,468 -20%
DLG
69
Daniel L. Goodwin
$183K +$36.5K +3,500 +25%
OC
70
Oppenheimer & Co
New York
$182K -$57.3K -5,490 -24%
Jane Street
71
Jane Street
New York
$180K +$182K +17,431 New
AWG
72
Altus Wealth Group
Colorado
$179K +$38.1K +3,650 +27%
Citadel Advisors
73
Citadel Advisors
Florida
$179K +$181K +17,325 New
Brown Advisory
74
Brown Advisory
Maryland
$178K +$180K +17,243 New
DADC
75
D.A. Davidson & Co
Montana
$176K -$20.9K -2,000 -11%

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.