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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
UBS Group
1
UBS Group
Switzerland
$23.2M +$2.64M +248,361 +13%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M +$2.22M +208,614 +12%
GC
3
Guggenheim Capital
Illinois
$10.8M +$1.15M +108,578 +12%
VanEck Associates
4
VanEck Associates
New York
$5.14M -$63K -5,929 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.92M +$341K +32,145 +7%
OIA
6
OneDigital Investment Advisors
Kansas
$4.72M +$235K +22,084 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.45M -$10.6K -994 -0.2%
LPL Financial
8
LPL Financial
California
$3.82M -$163K -15,350 -4%
MPW
9
Melone Private Wealth
Michigan
$3.63M +$92.8K +8,737 +3%
Wells Fargo
10
Wells Fargo
California
$3.56M -$293K -27,575 -8%
RJA
11
Raymond James & Associates
Florida
$3.35M +$5.62K +529 +0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.71M -$103K -9,734 -4%
MFG
13
Merit Financial Group
Georgia
$2.54M +$2.55M +239,951 New
Bank of America
14
Bank of America
North Carolina
$2.5M -$157K -14,760 -6%
Stifel Financial
15
Stifel Financial
Missouri
$2.5M +$90.9K +8,561 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.21M +$15.4K +1,450 +0.7%
HNWAG
17
High Net Worth Advisory Group
Florida
$1.99M +$17.7K +1,663 +0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.98M +$80.6K +7,594 +4%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$2.12K +200 +0.1%
KAS
20
Kestra Advisory Services
Texas
$1.79M -$8.4K -791 -0.5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.75M -$63.3K -5,962 -3%
AWS
22
Atria Wealth Solutions
New York
$1.55M +$1.56M +146,497 New
PAG
23
Private Advisor Group
New Jersey
$1.43M +$154K +14,506 +12%
Ameriprise
24
Ameriprise
Minnesota
$1.38M -$54.3K -5,117 -4%
PAS
25
Park Avenue Securities
New York
$1.36M +$25.5K +2,399 +2%

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.