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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
Empower Advisory Group
51
Empower Advisory Group
Colorado
$426K +$414K +39,450 New
CIA
52
Capital Investment Advisors
Georgia
$425K -$15.4K -1,464 -4%
PI
53
PFG Investments
New York
$414K -$14.8K -1,412 -4%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$407K -$189K -17,988 -32%
AGA
55
Arkos Global Advisors
Texas
$401K
MG
56
Marex Group
$377K +$367K +34,912 New
RJT
57
Raymond James Trust
Florida
$366K +$80.3K +7,652 +29%
SPWG
58
Sage Private Wealth Group
Illinois
$345K
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$314K +$47.1K +4,488 +18%
Cerity Partners
60
Cerity Partners
New York
$283K -$58.2K -5,543 -17%
WS
61
Wedbush Securities
California
$278K -$197K -18,753 -42%
WA
62
WESPAC Advisors
California
$272K -$265K -25,230 -50%
SMC
63
Smith, Moore & Co
Missouri
$260K +$253K +24,101 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$257K +$250K +23,812 New
MWM
65
Melfa Wealth Management
Massachusetts
$241K +$598 +57 +0.3%
Nomura Holdings
66
Nomura Holdings
Japan
$232K +$105K +10,000 +87%
KWA
67
Kingswood Wealth Advisors
California
$232K +$226K +21,500 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$217K +$213K +20,300 New
ACM
69
Arlington Capital Management
Illinois
$215K -$8.93K -851 -4%
RCA
70
Ranch Capital Advisors
Florida
$202K -$7.76K -739 -4%
OC
71
Oppenheimer & Co
New York
$194K +$966 +92 +0.5%
VHAM
72
Van Hulzen Asset Management
California
$169K
DADC
73
D.A. Davidson & Co
Montana
$163K -$9.95K -948 -6%
KA
74
Kercheville Advisors
Texas
$161K +$168 +16 +0.1%
SWM
75
Spire Wealth Management
Virginia
$153K -$122K -11,575 -45%

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.