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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
First Trust Advisors
51
First Trust Advisors
Illinois
$308K -$43.7K -4,112 -12%
RJT
52
Raymond James Trust
Florida
$307K
JP Morgan Chase
53
JP Morgan Chase
New York
$301K -$267K -25,096 -47%
LFAS
54
Level Four Advisory Services
Texas
$295K +$74 +7 +0%
SWM
55
Spire Wealth Management
Virginia
$289K -$69K -6,502 -19%
CIAS
56
Capital Investment Advisory Services
North Carolina
$283K
RCA
57
Ranch Capital Advisors
Florida
$259K +$3.98K +375 +2%
CIA
58
Capital Investment Advisors
Georgia
$239K +$31.9K +3,000 +15%
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
$231K +$50.7K +4,775 +28%
HighTower Advisors
60
HighTower Advisors
Illinois
$228K -$2.79K -263 -1%
BAM
61
Belpointe Asset Management
Nevada
$211K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$202K -$48.8K -4,591 -19%
WW
63
Waterfront Wealth
Kansas
$201K -$10.6K -998 -5%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$198K -$8.21K -773 -4%
AWG
65
Altus Wealth Group
Colorado
$183K
Brown Advisory
66
Brown Advisory
Maryland
$172K -$10.6K -1,000 -6%
VHAM
67
Van Hulzen Asset Management
California
$165K
OC
68
Oppenheimer & Co
New York
$165K -$7.24K -682 -4%
DADC
69
D.A. Davidson & Co
Montana
$158K -$11.1K -1,048 -7%
KA
70
Kercheville Advisors
Texas
$157K +$149 +14 +0.1%
FM
71
Family Management
New York
$156K
LF
72
Lantz Financial
Illinois
$153K +$154K +14,458 New
ASN
73
Advisory Services Network
Georgia
$148K +$149K +14,000 New
EE
74
EWG Elevate
California
$143K
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$133K

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.