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Nuveen Municipal High Income Opportunity Fund
NMZ

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: 119 → 122 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.99M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.73M
3
Morgan Stanley
Morgan Stanley
New York
+$1.67M
4
GC
Guggenheim Capital
Illinois
+$1.6M
5
Bank of America
Bank of America
North Carolina
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$4.57M
2
NMC
Nine Masts Capital
Hong Kong
-$2.09M
3
Stifel Financial
Stifel Financial
Missouri
-$1.71M
4
LCM
Landscape Capital Management
New Jersey
-$1.15M
5
GP
Gridiron Partners
Pennsylvania
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$555K +$238K +21,390 +82%
BRWA
52
B. Riley Wealth Advisors
Florida
$552K +$367K +33,020 +234%
CWP
53
Core Wealth Partners
California
$518K – – –
FFN
54
Focus Financial Network
Minnesota
$481K +$458K +41,126 New
CIA
55
Capital Investment Advisors
Georgia
$472K +$12.1K +1,088 +3%
SMC
56
Smith, Moore & Co
Missouri
$469K +$179K +16,120 +67%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$439K – – –
AGA
58
Arkos Global Advisors
Texas
$434K – – –
RJT
59
Raymond James Trust
Florida
$396K – – –
SPWG
60
Sage Private Wealth Group
Illinois
$373K – – –
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
$341K +$2.28K +205 +0.7%
WS
62
Wedbush Securities
California
$300K +$156 +14 +0.1%
WA
63
WESPAC Advisors
California
$294K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$268K +$153K +13,722 +148%
MWM
65
Melfa Wealth Management
Massachusetts
$260K – – –
KWA
66
Kingswood Wealth Advisors
California
$251K – – –
FA
67
FF Advisors
California
$228K +$219K +19,718 New
RCA
68
Ranch Capital Advisors
Florida
$218K – – –
Bessemer Group
69
Bessemer Group
New Jersey
$204K +$195K +17,500 New
KA
70
Kercheville Advisors
Texas
$203K +$28K +2,520 +17%
HKAM
71
Horizon Kinetics Asset Management
New York
$202K +$77.4K +6,953 +67%
OC
72
Oppenheimer & Co
New York
$184K -$23.8K -2,142 -12%
VHAM
73
Van Hulzen Asset Management
California
$183K – – –
DADC
74
D.A. Davidson & Co
Montana
$177K – – –
SC
75
Savant Capital
Illinois
$164K +$157K +14,078 New
1 2
3
4 5

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.