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Nuveen Municipal High Income Opportunity Fund

122 hedge funds and large institutions have $187M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $169M → $187M (+$17.4M)

3% more funds holding

Funds holding: 119122 (+3)

0.32% more ownership

Funds ownership: 14.19%14.51% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.48M -$237K -21,341 -14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.48M +$43K +3,866 +3%
RCG
28
Regatta Capital Group
California
$1.31M
PAG
29
Private Advisor Group
New Jersey
$1.22M -$118K -10,582 -9%
Mariner
30
Mariner
Kansas
$1.16M +$5.18K +466 +0.5%
PVM
31
Palogic Value Management
Texas
$1.15M +$22.3K +2,000 +2%
SI
32
Stephens Inc
Arkansas
$1.07M
AFP
33
Ausdal Financial Partners
Iowa
$965K +$37.6K +3,376 +4%
CP
34
Camelot Portfolios
Ohio
$950K -$208K -18,710 -19%
WAM
35
Wakefield Asset Management
Colorado
$948K +$11.8K +1,063 +1%
AWM
36
AE Wealth Management
Kansas
$919K +$3.77K +339 +0.4%
PI
37
PFG Investments
New York
$911K +$442K +39,771 +104%
EAM
38
Everstar Asset Management
North Carolina
$817K +$780K +70,084 New
VVP
39
Venture Visionary Partners
Ohio
$816K +$89 +8 +0%
HI
40
Harbour Investments
Wisconsin
$814K +$288K +25,897 +59%
NA
41
NewEdge Advisors
Louisiana
$774K +$39.8K +3,577 +6%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$764K
KeyBank National Association
43
KeyBank National Association
Ohio
$715K +$682K +61,300 New
Ameriprise
44
Ameriprise
Minnesota
$707K -$71.7K -6,444 -10%
RPCA
45
Running Point Capital Advisors
California
$673K -$59.1K -5,314 -8%
Truist Financial
46
Truist Financial
North Carolina
$635K -$219K -19,672 -27%
IFG
47
Independent Financial Group
California
$603K +$575K +51,710 New
Stifel Financial
48
Stifel Financial
Missouri
$599K -$1.71M -153,560 -75%
SXL
49
Summit X LLC
Missouri
$579K -$170K -15,312 -22%
IAS
50
Insigneo Advisory Services
Florida
$569K

NMZ Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q3 2024, worth a combined $187M — up 10% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMZ positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $1.99M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $4.57M sold.

  • 122 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q3 2024, up from 119 in Q2 2024.
  • Funds reported $187M of Nuveen Municipal High Income Opportunity Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 16 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q3 2024 was UBS Group, an estimated $1.99M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q3 2024 was Robinson Capital Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q3 2024.