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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
CIA
76
Capital Investment Advisors
Georgia
$172K
TSS
77
Two Sigma Securities
New York
$164K +$165K +15,833 New
VHAM
78
Van Hulzen Asset Management
California
$162K
WAM
79
Worth Asset Management
Texas
$154K
KA
80
Kercheville Advisors
Texas
$153K +$230 +22 +0.1%
BCP
81
Berkeley Capital Partners
Georgia
$148K +$438 +42 +0.3%
EE
82
EWG Elevate
California
$140K +$141K +13,525 New
XT
83
XTX Topco
Cayman Islands
$136K +$138K +13,192 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$130K -$79.8K -7,647 -38%
HVIA
85
Hudson Valley Investment Advisors
New York
$124K +$5.22K +500 +4%
TW
86
TrinityPoint Wealth
Connecticut
$124K
EIP
87
Ellis Investment Partners
Pennsylvania
$122K +$42.7K +4,093 +53%
KWS
88
Keystone Wealth Services
California
$120K +$121K +11,608 New
LFAS
89
Level Four Advisory Services
Texas
$112K -$21.8K -2,089 -16%
CCM
90
CTC Capital Management
Illinois
$111K +$112K +10,700 New
HKAM
91
Horizon Kinetics Asset Management
New York
$110K
IWC
92
Integrated Wealth Concepts
Massachusetts
$109K +$110K +10,565 New
MML Investors Services
93
MML Investors Services
Massachusetts
$107K -$154K -14,785 -59%
FWP
94
Firethorn Wealth Partners
Georgia
$104K +$105K +10,086 New
CWP
95
Core Wealth Partners
California
$104K +$108K +10,322 New
APW
96
Aurora Private Wealth
New Jersey
$104K +$105K +10,097 New
FFA
97
First Foundation Advisors
California
$103K
SA
98
Stewardship Advisors
Pennsylvania
$103K +$104K +10,000 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$97.7K -$318K -30,473 -76%
MCC
100
Money Concepts Capital
Florida
$90.5K +$91.3K +8,748 New

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.