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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
BlackRock
126
BlackRock
New York
$7 +$10 +1 New
AAM
127
Advisors Asset Management
Colorado
-$929K -90,342 Closed
BCM
128
Brookstone Capital Management
Illinois
-$861K -83,618 Closed
SXL
129
Summit X LLC
Missouri
-$597K -57,901 Closed
KeyBank National Association
130
KeyBank National Association
Ohio
-$499K -48,517 Closed
Invesco
131
Invesco
Georgia
-$443K -43,074 Closed
HCM
132
Hollencrest Capital Management
California
-$186K -17,795 Closed
BCA
133
Bay Colony Advisors
Massachusetts
-$148K -14,370 Closed
EW
134
Element Wealth
Mississippi
-$130K -12,657 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
-$124K -12,064 Closed
QCIG
136
Quad-Cities Investment Group
Iowa
-$123K -11,982 Closed
UCFA
137
United Capital Financial Advisors
Texas
-$121K -11,817 Closed
RSWM
138
Robertson Stephens Wealth Management
California
-$120K -11,688 Closed
MA
139
MBA Advisors
Pennsylvania
-$116K -11,248 Closed
SPC
140
Sigma Planning Corp
Michigan
-$112K -10,933 Closed
QWM
141
QP Wealth Management
New Jersey
-$111K -10,750 Closed
US Bancorp
142
US Bancorp
Minnesota
-$99K -9,650 Closed
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
-$46K -4,500 Closed
PFT
144
Providence First Trust
Arizona
-$30K -2,919 Closed
SWM
145
Selective Wealth Management
Virginia
-$21K -2,044 Closed
Jones Financial Companies
146
Jones Financial Companies
Missouri
-$20K -1,987 Closed
JWM
147
Janiczek Wealth Management
Colorado
-$18K -1,800 Closed
CFB
148
Cullen/Frost Bankers
Texas
-$14K -1,399 Closed
TRCT
149
Tower Research Capital (TRC)
New York
+$104 +10 New

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.