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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
SIS
101
Sound Income Strategies
Florida
$16.9K +$10.1K +949 +146%
US Bancorp
102
US Bancorp
Minnesota
$16.9K
WB
103
Webster Bank
Connecticut
$15.9K
IA
104
IFP Advisors
Florida
$12.7K
PTC
105
Private Trust Company
Ohio
$12.7K
CT
106
Caldwell Trust
Florida
$10.6K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.39K +319 +60%
WOSD
108
WFA of San Diego
California
$8.72K +$8.76K +825 New
CBT
109
CoreFirst Bank & Trust
Kansas
$8.52K
BFEC
110
Benjamin F. Edwards & Company
Missouri
$8K
BWL
111
Bogart Wealth LLC
Virginia
$2.11K
KFI
112
Key Financial Inc
Pennsylvania
$116
WP
113
Woodline Partners
California
-$8.71M -806,944 Closed
RCM
114
Robinson Capital Management
Michigan
-$1.91M -179,830 Closed
FAIM
115
Financial Advocates Investment Management
Washington
-$1.75M -161,755 Closed
LCM
116
Landscape Capital Management
New Jersey
-$754K -69,836 Closed
USCWA
117
U.S. Capital Wealth Advisors
Texas
-$395K -36,595 Closed
Cohen & Steers
118
Cohen & Steers
New York
-$305K -28,264 Closed
ASFA
119
All Season Financial Advisors
Colorado
-$235K -21,735 Closed
BCP
120
Berkeley Capital Partners
Georgia
-$154K -14,273 Closed
SIC
121
Samalin Investment Counsel
New York
-$139K -12,861 Closed
IWC
122
Integrated Wealth Concepts
Massachusetts
-$114K -10,565 Closed
SFS
123
Sowell Financial Services
Arkansas
-$114K -10,547 Closed
FWP
124
Firethorn Wealth Partners
Georgia
-$109K -10,268 Closed
Nomura Holdings
125
Nomura Holdings
Japan
-$108K -10,000 Closed

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.