Nuveen Municipal High Income Opportunity Fund
118 hedge funds and large institutions have $168M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 24 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $171M → $168M (-$3.54M)
1.31% less ownership
Funds ownership: 15.67% → 14.37% (-1.3%)
11% less funds holding
Funds holding: 132 → 118 (-14)
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.24M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.05M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.09M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$835K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.7M |
| 2 |
VanEck Associates
New York
|
-$1.23M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.22M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 5 |
VBWMG
Von Berge Wealth Management Group
San Diego,
California
|
-$968K |
NMZ Hedge Fund Activity: Q1 2024 in Review
118 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2024, worth a combined $168M — down 2.1% from $171M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of NMZ and 10 opened new positions — a net loss of 14 holders — while 26 trimmed existing stakes and 45 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.24M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.
- 118 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2024, down from 132 in Q4 2023.
- Funds reported $168M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2024, down 2.1% quarter-over-quarter.
- 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2024 and 24 closed out, a net change of -14 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.24M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2024.