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Nuveen Municipal High Income Opportunity Fund

113 hedge funds and large institutions have $123M invested in Nuveen Municipal High Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 112113 (+1)

0.7% less ownership

Funds ownership: 12.74%12.04% (-0.7%)

13% less capital invested

Capital invested by funds: $143M → $123M (-$19.2M)

Holders
113
Holders Change
+1
Holders Change %
+0.89%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
39
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.6M +$108K +10,556 +0.5%
UBS Group
2
UBS Group
Switzerland
$16.5M -$4.3M -420,886 -19%
GC
3
Guggenheim Capital
Illinois
$10.3M +$956K +93,531 +9%
VanEck Associates
4
VanEck Associates
New York
$5.64M +$1.25M +122,034 +25%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.21M -$121K -11,851 -3%
OIA
6
OneDigital Investment Advisors
Kansas
$4.02M -$134K -13,129 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.93M +$30.4K +2,980 +0.7%
Wells Fargo
8
Wells Fargo
California
$3.93M +$886K +86,705 +26%
LPL Financial
9
LPL Financial
California
$3.5M +$163K +15,942 +4%
MPW
10
Melone Private Wealth
Michigan
$3.33M +$148K +14,463 +4%
RJA
11
Raymond James & Associates
Florida
$2.58M -$400K -39,161 -12%
Bank of America
12
Bank of America
North Carolina
$2.54M +$378K +36,976 +16%
Stifel Financial
13
Stifel Financial
Missouri
$2.26M +$71.1K +6,961 +3%
MFG
14
Merit Financial Group
Georgia
$2.2M -$30.6K -2,991 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M +$90.7K +8,874 +5%
HNWAG
16
High Net Worth Advisory Group
Florida
$1.75M +$1.73K +169 +0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.59M -$865K -84,677 -33%
KAS
18
Kestra Advisory Services
Texas
$1.55M -$20.6K -2,013 -1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.55M +$15.6K +1,528 +0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.4M -$597K -58,460 -28%
AWS
21
Atria Wealth Solutions
New York
$1.37M +$9.49K +929 +0.6%
PAS
22
Park Avenue Securities
New York
$1.29M +$105K +10,252 +8%
PAG
23
Private Advisor Group
New Jersey
$1.22M -$45.5K -4,457 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.14M +$27.3K +2,672 +2%
AWM
25
AE Wealth Management
Kansas
$1.08M -$72K -7,049 -6%

NMZ Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2023, worth a combined $123M — down 13% from $143M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NMZ positions and 9 closed out — a net gain of 1 holder — while 39 added to existing stakes and 29 trimmed.

The largest buyer was VanEck Associates, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $4.3M.

  • 113 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2023, up from 112 in Q2 2023.
  • Funds reported $123M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2023 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2023 was VanEck Associates, an estimated $1.25M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2023 was UBS Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2023.