We are live on ! Find out more
NMZ icon

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
EIP
76
Ellis Investment Partners
Pennsylvania
$131K -$3.8K -358 -3%
DAS
77
Dynamic Advisor Solutions
Arizona
$129K +$552 +52 +0.4%
KPWS
78
Kestra Private Wealth Services
Texas
$127K -$14.3K -1,347 -10%
TW
79
TrinityPoint Wealth
Connecticut
$127K
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$127K +$127K +11,971 New
VF
81
Virtu Financial
New York
$125K -$12.3K -1,161 -9%
Citadel Advisors
82
Citadel Advisors
Florida
$123K -$72.8K -6,853 -37%
HVIA
83
Hudson Valley Investment Advisors
New York
$122K -$5.31K -500 -4%
HKAM
84
Horizon Kinetics Asset Management
New York
$110K
APW
85
Aurora Private Wealth
New Jersey
$109K +$1.31K +123 +1%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$108K +$8.1K +763 +8%
CCG
87
Ceeto Capital Group
Florida
$106K
FFA
88
First Foundation Advisors
California
$106K
SA
89
Stewardship Advisors
Pennsylvania
$106K
Northern Trust
90
Northern Trust
Illinois
$106K +$106K +10,000 New
SPIA
91
Steward Partners Investment Advisory
New York
$72.2K -$3.99K -376 -5%
BCMLT
92
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.3K
CFGS
93
Concourse Financial Group Securities
Alabama
$49.9K
CHA
94
Carmichael Hill & Associates
Maryland
$45.1K
SS
95
Sunbelt Securities
Texas
$42.3K +$21.2K +2,000 +100%
PFBT
96
Parkside Financial Bank & Trust
Missouri
$34.9K +$35K +3,300 New
SSB
97
Sandy Spring Bank
Maryland
$31.7K
WTA
98
Washington Trust Advisors
Massachusetts
$25.6K
CFB
99
Cullen/Frost Bankers
Texas
$18.4K +$18.4K +1,737 New
CFS
100
CGC Financial Services
Oregon
$18.1K +$18.2K +1,717 New

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.