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.
0.26% less ownership
Funds ownership: 13% → 12.74% (-0.26%)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
4% less capital invested
Capital invested by funds: $149M → $143M (-$5.95M)
8% less funds holding
Funds holding: 122 → 112 (-10)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.64M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.55M |
| 3 |
Morgan Stanley
New York
|
+$2.22M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$1.56M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
-$8.71M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.91M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.75M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$754K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$395K |
NMZ Hedge Fund Activity: Q2 2023 in Review
112 of the 6,383 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 4% from $149M 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 4% 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.