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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
ASN
76
Advisory Services Network
Georgia
$130K – – –
AWG
77
Altus Wealth Group
Colorado
$129K -$35.3K -3,455 -20%
DADC
78
D.A. Davidson & Co
Montana
$128K -$11.9K -1,161 -8%
EE
79
EWG Elevate
California
$126K – – –
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$115K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$113K +$19.7K +1,932 +19%
TW
82
TrinityPoint Wealth
Connecticut
$111K – – –
Citadel Advisors
83
Citadel Advisors
Florida
$109K +$756 +74 +0.6%
KPWS
84
Kestra Private Wealth Services
Texas
$107K -$5.17K -506 -4%
HVIA
85
Hudson Valley Investment Advisors
New York
$107K – – –
DAS
86
Dynamic Advisor Solutions
Arizona
$97.8K -$16.6K -1,622 -13%
APW
87
Aurora Private Wealth
New Jersey
$97K +$1.3K +127 +1%
HKAM
88
Horizon Kinetics Asset Management
New York
$96.2K – – –
FSA
89
Financial Security Advisor
Virginia
$93.3K +$102K +10,000 New
CCG
90
Ceeto Capital Group
Florida
$93K – – –
FFA
91
First Foundation Advisors
California
$92.8K – – –
SA
92
Stewardship Advisors
Pennsylvania
$92.8K – – –
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.3K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$58.5K -$5.41K -529 -8%
CHA
95
Carmichael Hill & Associates
Maryland
$39.6K – – –
CFGS
96
Concourse Financial Group Securities
Alabama
$37.3K -$7.15K -700 -15%
SS
97
Sunbelt Securities
Texas
$37.1K – – –
SSB
98
Sandy Spring Bank
Maryland
$27.8K – – –
WTA
99
Washington Trust Advisors
Massachusetts
$22.5K – – –
CFB
100
Cullen/Frost Bankers
Texas
$16.1K – – –
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.