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Nuveen Municipal High Income Opportunity Fund
NMZ

122 hedge funds and large institutions have $144M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

1.29% more ownership

Funds ownership: 11.72% → 13% (+1.3%)

4% less funds holding

Funds holding: 127 → 122 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
31
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$8.53M
2
Morgan Stanley
Morgan Stanley
New York
+$2.62M
3
RCM
Robinson Capital Management
Michigan
+$1.9M
4
VanEck Associates
VanEck Associates
New York
+$1.48M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
-$2.69M
2
AWS
Atria Wealth Solutions
New York
-$1.93M
3
Bank of America
Bank of America
North Carolina
-$1.07M
4
LSC
Logan Stone Capital
Illinois
-$709K
5
BAM
Belpointe Asset Management
Nevada
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
76
EWG Elevate
California
$146K – – –
KPWS
77
Kestra Private Wealth Services
Texas
$144K -$50.5K -4,781 -26%
VF
78
Virtu Financial
New York
$140K -$137K -12,938 -50%
SIC
79
Samalin Investment Counsel
New York
$139K -$181K -17,146 -57%
EIP
80
Ellis Investment Partners
Pennsylvania
$138K +$9.46K +895 +8%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$132K – – –
DAS
82
Dynamic Advisor Solutions
Arizona
$131K +$128K +12,109 New
HVIA
83
Hudson Valley Investment Advisors
New York
$130K – – –
TW
84
TrinityPoint Wealth
Connecticut
$130K – – –
IWC
85
Integrated Wealth Concepts
Massachusetts
$114K – – –
SFS
86
Sowell Financial Services
Arkansas
$114K +$111K +10,547 New
HKAM
87
Horizon Kinetics Asset Management
New York
$112K -$2.9K -274 -3%
APW
88
Aurora Private Wealth
New Jersey
$110K +$1.36K +129 +1%
FWP
89
Firethorn Wealth Partners
Georgia
$109K +$1.92K +182 +2%
CCG
90
Ceeto Capital Group
Florida
$108K -$106K -10,000 -50%
FFA
91
First Foundation Advisors
California
$108K – – –
SA
92
Stewardship Advisors
Pennsylvania
$108K – – –
Nomura Holdings
93
Nomura Holdings
Japan
$108K +$106K +10,000 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$102K -$169 -16 -0.2%
AA
95
AlphaCentric Advisors
Puerto Rico
$87.5K -$159K -15,000 -65%
SPIA
96
Steward Partners Investment Advisory
New York
$77.8K -$2.52K -238 -3%
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.9K – – –
MAWCM
98
Mine & Arao Wealth Creation & Management
California
$65.6K +$64.2K +6,072 New
JIR
99
James Investment Research
Ohio
$57K – – –
WAM
100
Worth Asset Management
Texas
$53.8K -$105K -9,960 -67%
2 3
4
5 6

NMZ Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2023, worth a combined $144M — up 14% from $127M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NMZ and 17 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 45 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $8.53M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $2.69M sold.

  • 122 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $144M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2023 and 20 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2023 was Woodline Partners, an estimated $8.53M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2023 was Weiss Asset Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2023.