We are live on ! Find out more
NMZ icon

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
UBS Group
1
UBS Group
Switzerland
$19.8M +$4.66M +446,712 +30%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M +$5.59M +535,487 +53%
GC
3
Guggenheim Capital
Illinois
$8.37M +$1.87M +179,188 +28%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.24M -$658K -63,013 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.11M -$262K -25,064 -6%
LPL Financial
6
LPL Financial
California
$4.03M +$905K +86,666 +29%
OIA
7
OneDigital Investment Advisors
Kansas
$4M +$401K +38,373 +11%
Bank of America
8
Bank of America
North Carolina
$3.64M -$608K -58,293 -14%
VanEck Associates
9
VanEck Associates
New York
$3.64M +$282K +27,031 +8%
MPW
10
Melone Private Wealth
Michigan
$3.18M +$670K +64,184 +26%
RJA
11
Raymond James & Associates
Florida
$3.11M -$266K -25,472 -8%
Wells Fargo
12
Wells Fargo
California
$3.07M -$634K -60,722 -17%
WAM
13
Weiss Asset Management
Massachusetts
$2.69M +$2.71M +260,006 New
Stifel Financial
14
Stifel Financial
Missouri
$2.35M +$351K +33,628 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.16M +$347K +33,246 +19%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.98M +$103K +9,875 +5%
AWS
17
Atria Wealth Solutions
New York
$1.93M +$37.8K +3,625 +2%
HNWAG
18
High Net Worth Advisory Group
Florida
$1.89M +$699K +66,929 +58%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.83M +$1.85M +176,880 New
FAIM
20
Financial Advocates Investment Management
Washington
$1.74M +$87.1K +8,348 +5%
KAS
21
Kestra Advisory Services
Texas
$1.65M -$202K -19,359 -11%
Ameriprise
22
Ameriprise
Minnesota
$1.52M -$159K -15,270 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.43M -$75.3K -7,212 -5%
AWM
24
AE Wealth Management
Kansas
$1.35M +$399K +38,218 +41%
RCG
25
Regatta Capital Group
California
$1.16M +$1.17M +112,369 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.