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Nuveen Municipal High Income Opportunity Fund

119 hedge funds and large institutions have $169M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more capital invested

Capital invested by funds: $168M → $169M (+$1.61M)

1% more funds holding

Funds holding: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 14.37%14.19% (-0.18%)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
41
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.6M -$3.34M -317,739 -68%
Invesco
27
Invesco
Georgia
$1.42M +$187K +17,852 +16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.32M -$64.9K -6,185 -5%
TCM
29
Traynor Capital Management
Pennsylvania
$1.29M +$16K +1,522 +1%
PAG
30
Private Advisor Group
New Jersey
$1.24M +$23.5K +2,240 +2%
RCG
31
Regatta Capital Group
California
$1.21M
LCM
32
Landscape Capital Management
New Jersey
$1.15M -$3.16M -300,597 -74%
CP
33
Camelot Portfolios
Ohio
$1.08M +$141K +13,461 +16%
Mariner
34
Mariner
Kansas
$1.07M -$118K -11,252 -10%
PVM
35
Palogic Value Management
Texas
$1.04M +$52.5K +5,000 +5%
SI
36
Stephens Inc
Arkansas
$990K
WAM
37
Wakefield Asset Management
Colorado
$866K +$8.21K +782 +1%
AFP
38
Ausdal Financial Partners
Iowa
$856K +$211K +20,078 +34%
AWM
39
AE Wealth Management
Kansas
$847K +$206K +19,627 +33%
Truist Financial
40
Truist Financial
North Carolina
$800K -$240K -22,872 -24%
VVP
41
Venture Visionary Partners
Ohio
$755K +$199 +19 +0%
SXL
42
Summit X LLC
Missouri
$745K +$161K +15,314 +29%
Ameriprise
43
Ameriprise
Minnesota
$724K -$10.7K -1,015 -1%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K
RPCA
45
Running Point Capital Advisors
California
$681K -$6.21K -592 -0.9%
NA
46
NewEdge Advisors
Louisiana
$678K +$208K +19,776 +46%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$581K +$32K +3,047 +6%
IAS
48
Insigneo Advisory Services
Florida
$523K +$512K +48,800 New
CWP
49
Core Wealth Partners
California
$480K
HI
50
Harbour Investments
Wisconsin
$474K

NMZ Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q2 2024, worth a combined $169M — up 0.96% from $168M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NMZ positions and 11 closed out — a net gain of 3 holders — while 41 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.6M. The largest seller was Osaic Holdings, cutting an estimated $3.34M.

  • 119 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q2 2024, up from 118 in Q1 2024.
  • Funds reported $169M of Nuveen Municipal High Income Opportunity Fund stock for Q2 2024, up 0.96% quarter-over-quarter.
  • 14 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q2 2024 and 11 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.6M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q2 2024 was Osaic Holdings, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2024.