We are live on ! Find out more
NMZ icon

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
AA
126
AlphaCentric Advisors
Puerto Rico
-$87.5K -8,100 Closed
MAWCM
127
Mine & Arao Wealth Creation & Management
California
-$65.6K -6,072 Closed
JIR
128
James Investment Research
Ohio
-$57K -5,240 Closed
WAM
129
Worth Asset Management
Texas
-$53.8K -4,980 Closed
AWM
130
Accel Wealth Management
Iowa
-$30.9K -2,865 Closed
TWA
131
TCI Wealth Advisors
Arizona
-$26.1K -2,417 Closed
CCM
132
Chilton Capital Management
Texas
-$3.24K -300 Closed
AAS
133
Ameritas Advisory Services
Nebraska
-$2.17K -205 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.