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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
CP
51
Camelot Portfolios
Ohio
$313K +$6.45K +631 +2%
PVM
52
Palogic Value Management
Texas
$306K – – –
LCM
53
Landscape Capital Management
New Jersey
$280K +$309K +30,218 New
CIA
54
Capital Investment Advisors
Georgia
$275K +$71.5K +7,000 +31%
RJT
55
Raymond James Trust
Florida
$270K – – –
SWM
56
Spire Wealth Management
Virginia
$252K -$2.3K -225 -0.8%
CIAS
57
Capital Investment Advisory Services
North Carolina
$249K – – –
First Trust Advisors
58
First Trust Advisors
Illinois
$222K -$53K -5,183 -18%
AWA
59
Arkadios Wealth Advisors
Georgia
$217K +$239K +23,371 New
WLPWM
60
Walled Lake Planning & Wealth Management
Illinois
$203K – – –
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$202K +$223K +21,795 New
HighTower Advisors
62
HighTower Advisors
Illinois
$199K – – –
SMC
63
Smith, Moore & Co
Missouri
$197K -$249K -24,329 -53%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$193K +$21.2K +2,079 +11%
RCA
65
Ranch Capital Advisors
Florida
$190K -$41.3K -4,044 -16%
LFAS
66
Level Four Advisory Services
Texas
$188K -$78.1K -7,643 -27%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$177K -$1.05K -103 -0.5%
MWM
68
Mattern Wealth Management
Kansas
$164K +$181K +17,726 New
OC
69
Oppenheimer & Co
New York
$154K +$10.8K +1,060 +7%
Brown Advisory
70
Brown Advisory
Maryland
$151K – – –
VHAM
71
Van Hulzen Asset Management
California
$145K – – –
WW
72
Waterfront Wealth
Kansas
$145K -$20K -1,956 -10%
KA
73
Kercheville Advisors
Texas
$138K +$153 +15 +0.1%
FM
74
Family Management
New York
$137K – – –
BCP
75
Berkeley Capital Partners
Georgia
$132K +$146K +14,273 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.