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Nuveen Municipal High Income Opportunity Fund

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: 112113 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$14.8K
WB
102
Webster Bank
Connecticut
$13.9K
IA
103
IFP Advisors
Florida
$11.1K
PTC
104
Private Trust Company
Ohio
$11.1K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$11K +$3.27K +320 +38%
CT
106
Caldwell Trust
Florida
$9.28K
WOSD
107
WFA of San Diego
California
$7.89K +$255 +25 +3%
CBT
108
CoreFirst Bank & Trust
Kansas
$7.48K
SIS
109
Sound Income Strategies
Florida
$6.04K -$9.7K -949 -59%
BWL
110
Bogart Wealth LLC
Virginia
$1.86K
LF
111
Lee Financial
Texas
$464 +$511 +50 New
KFI
112
Key Financial Inc
Pennsylvania
$102
TRCT
113
Tower Research Capital (TRC)
New York
$65 +$72 +7 New
JP Morgan Chase
114
JP Morgan Chase
New York
-$301K -28,493 Closed
BAM
115
Belpointe Asset Management
Nevada
-$211K -20,000 Closed
LF
116
Lantz Financial
Illinois
-$153K -14,458 Closed
EIP
117
Ellis Investment Partners
Pennsylvania
-$131K -12,379 Closed
VF
118
Virtu Financial
New York
-$125K -11,847 Closed
Northern Trust
119
Northern Trust
Illinois
-$106K -10,000 Closed
PFBT
120
Parkside Financial Bank & Trust
Missouri
-$34.9K -3,300 Closed
CFS
121
CGC Financial Services
Oregon
-$18.1K -1,717 Closed
BFEC
122
Benjamin F. Edwards & Company
Missouri
-$8K -771 Closed

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.