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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
KA
76
Kercheville Advisors
Texas
$152K +$188 +16 +0.1%
BCA
77
Bay Colony Advisors
Massachusetts
$148K +$1.36K +116 +0.8%
DLG
78
Daniel L. Goodwin
$146K – – –
BCP
79
Berkeley Capital Partners
Georgia
$146K +$670 +57 +0.4%
LFAS
80
Level Four Advisory Services
Texas
$133K +$11.9K +1,009 +8%
EW
81
Element Wealth
Mississippi
$130K – – –
SI
82
Stephens Inc
Arkansas
$128K +$146K +12,415 New
CP
83
Camelot Portfolios
Ohio
$126K -$55.4K -4,712 -28%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$124K -$20K -1,700 -12%
QCIG
85
Quad-Cities Investment Group
Iowa
$123K -$71.9K -6,117 -34%
TW
86
TrinityPoint Wealth
Connecticut
$123K – – –
UCFA
87
United Capital Financial Advisors
Texas
$121K +$139K +11,817 New
RSWM
88
Robertson Stephens Wealth Management
California
$120K – – –
HVIA
89
Hudson Valley Investment Advisors
New York
$118K – – –
MA
90
MBA Advisors
Pennsylvania
$116K – – –
SPC
91
Sigma Planning Corp
Michigan
$112K +$128K +10,933 New
QWM
92
QP Wealth Management
New Jersey
$111K -$160K -13,615 -56%
HKAM
93
Horizon Kinetics Asset Management
New York
$109K -$17.1K -1,456 -12%
FFA
94
First Foundation Advisors
California
$103K – – –
IA
95
IFP Advisors
Florida
$101K -$670 -57 -0.7%
US Bancorp
96
US Bancorp
Minnesota
$99K – – –
EIP
97
Ellis Investment Partners
Pennsylvania
$79K +$1.26K +107 +1%
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$77K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$77K +$13.3K +1,128 +18%
AWM
100
Accel Wealth Management
Iowa
$70K +$1.19K +101 +2%
2 3
4
5 6

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.