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Nuveen Municipal High Income Opportunity Fund
NMZ

126 hedge funds and large institutions have $181M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 122 → 126 (+4)

0.6% more ownership

Funds ownership: 14.51% → 15.11% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $187M → $181M (-$6.06M)

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
47
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.65M
2
Morgan Stanley
Morgan Stanley
New York
+$922K
3
Osaic Holdings
Osaic Holdings
Arizona
+$875K
4
Bank of America
Bank of America
North Carolina
+$726K
5
AWS
Atria Wealth Solutions
New York
+$665K

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$4.47M
2
PAG
Private Advisor Group
New Jersey
-$815K
3
VanEck Associates
VanEck Associates
New York
-$583K
4
HNWAG
High Net Worth Advisory Group
Florida
-$383K
5
Invesco
Invesco
Georgia
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PFG Investments
New York
$1.23M +$398K +35,321 +45%
RCG
27
Regatta Capital Group
California
$1.21M – – –
Invesco
28
Invesco
Georgia
$1.09M -$382K -33,855 -25%
SI
29
Stephens Inc
Arkansas
$992K – – –
MWS
30
MFA Wealth Services
California
$990K +$1.03M +91,567 New
AWM
31
AE Wealth Management
Kansas
$988K +$141K +12,509 +16%
Mariner
32
Mariner
Kansas
$940K -$144K -12,734 -13%
WAM
33
Wakefield Asset Management
Colorado
$911K +$33.6K +2,976 +4%
NWMP
34
Noble Wealth Management PBC
Colorado
$862K +$900K +79,772 New
NA
35
NewEdge Advisors
Louisiana
$834K +$121K +10,729 +16%
VVP
36
Venture Visionary Partners
Ohio
$757K +$406 +36 +0.1%
RPCA
37
Running Point Capital Advisors
California
$746K +$127K +11,241 +19%
HI
38
Harbour Investments
Wisconsin
$743K -$11.6K -1,029 -1%
AFP
39
Ausdal Financial Partners
Iowa
$723K -$179K -15,866 -19%
OIA
40
OneDigital Investment Advisors
Kansas
$722K -$4.47M -396,606 -86%
CP
41
Camelot Portfolios
Ohio
$675K -$214K -19,000 -23%
KeyBank National Association
42
KeyBank National Association
Ohio
$663K – – –
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$648K -$63.3K -5,613 -9%
FFN
44
Focus Financial Network
Minnesota
$642K +$206K +18,301 +44%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$642K +$583K +51,658 +671%
SMC
46
Smith, Moore & Co
Missouri
$635K +$209K +18,557 +46%
P
47
&Partners
Tennessee
$618K +$635K +56,276 New
SXL
48
Summit X LLC
Missouri
$616K +$37.4K +3,320 +6%
Truist Financial
49
Truist Financial
North Carolina
$610K +$22.2K +1,971 +4%
Ameriprise
50
Ameriprise
Minnesota
$585K -$74.3K -6,591 -11%
1
2
3 4 5

NMZ Hedge Fund Activity: Q4 2024 in Review

126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q4 2024, worth a combined $181M — down 3.2% from $187M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NMZ positions and 12 closed out — a net gain of 8 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.65M. The largest seller was OneDigital Investment Advisors, cutting an estimated $4.47M.

  • 126 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q4 2024, up from 122 in Q3 2024.
  • Funds reported $181M of Nuveen Municipal High Income Opportunity Fund stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 20 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q4 2024 and 12 closed out, a net change of +8 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $4.65M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q4 2024 was OneDigital Investment Advisors, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2024.