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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
SPIA
101
Steward Partners Investment Advisory
New York
$77K
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.8K
JIR
103
James Investment Research
Ohio
$54K +$54.7K +5,240 New
CFGS
104
Concourse Financial Group Securities
Alabama
$48.6K
CHA
105
Carmichael Hill & Associates
Maryland
$44.2K +$44.6K +4,270 New
BTI
106
Blue Trust Inc
Georgia
$38K
PTC
107
Private Trust Company
Ohio
$37K
SSB
108
Sandy Spring Bank
Maryland
$31K
AWM
109
Accel Wealth Management
Iowa
$29.6K -$39.3K -3,769 -57%
CA
110
CoreCap Advisors
Michigan
$28.4K +$28.7K +2,750 New
WTA
111
Washington Trust Advisors
Massachusetts
$25.1K
SSG
112
Summit Securities Group
New York
$24K +$24.2K +2,319 New
LAM
113
Lakewood Asset Management
Illinois
$24K +$24.5K +2,350 New
MWM
114
MinichMacGregor Wealth Management
New York
$18.2K +$18.4K +1,760 New
WB
115
Webster Bank
Connecticut
$16K
IA
116
IFP Advisors
Florida
$15K -$70.9K -6,790 -85%
CT
117
Caldwell Trust
Florida
$10.3K
SBL
118
Sargent Bickham Lagudis
Colorado
$9.28K
CBT
119
CoreFirst Bank & Trust
Kansas
$8.33K -$14.1K -1,353 -63%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$8K +$230 +22 +3%
SIS
121
Sound Income Strategies
Florida
$6.73K -$12.5K -1,200 -65%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.71K +355 +208%
BWL
123
Bogart Wealth LLC
Virginia
$2.07K +$2.09K +200 New
PAG
124
Private Advisor Group
New Jersey
$1.32K +$10.8K +1,031 +0.8%
KFI
125
Key Financial Inc
Pennsylvania
$113

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.