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Nuveen Municipal High Income Opportunity Fund

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: 122126 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$584K +$25.9K +2,300 +4%
BRWA
52
B. Riley Wealth Advisors
Florida
$558K +$50.5K +4,477 +10%
Stifel Financial
53
Stifel Financial
Missouri
$555K
IAS
54
Insigneo Advisory Services
Florida
$528K
WA
55
WESPAC Advisors
California
$516K +$254K +22,542 +89%
CWP
56
Core Wealth Partners
California
$481K
EAM
57
Everstar Asset Management
North Carolina
$459K -$311K -27,614 -39%
SPIA
58
Steward Partners Investment Advisory
New York
$405K +$163K +14,431 +63%
AGA
59
Arkos Global Advisors
Texas
$398K -$4.29K -380 -1%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$393K +$80K +7,089 +24%
CIA
61
Capital Investment Advisors
Georgia
$387K -$53.6K -4,750 -12%
IWA
62
IBEX Wealth Advisors
New Jersey
$365K +$381K +33,739 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$364K -$45.1K -3,997 -11%
PAG
64
Private Advisor Group
New Jersey
$346K -$815K -72,243 -69%
EWA
65
EQ Wealth Advisors
Texas
$280K +$292K +25,875 New
WS
66
Wedbush Securities
California
$279K +$203 +18 +0.1%
Cerity Partners
67
Cerity Partners
New York
$278K -$269K -23,804 -50%
EC
68
Elequin Capital
New York
$277K +$289K +25,664 New
MOS
69
MGO One Seven
Ohio
$272K +$153K +13,572 +118%
FA
70
FF Advisors
California
$262K +$37.8K +3,348 +17%
T
71
Transce3nd
Texas
$242K +$253K +22,402 New
MWM
72
Melfa Wealth Management
Massachusetts
$241K
LCM
73
Landscape Capital Management
New Jersey
$211K +$220K +19,537 New
SPWG
74
Sage Private Wealth Group
Illinois
$205K -$147K -13,007 -41%
MG
75
Marex Group
$202K +$75.1K +6,656 +55%

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.