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Nuveen Municipal High Income Opportunity Fund
NMZ

118 hedge funds and large institutions have $168M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $171M → $168M (-$3.54M)

1.31% less ownership

Funds ownership: 15.67% → 14.37% (-1.3%)

11% less funds holding

Funds holding: 132 → 118 (-14)

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

Holders
118
Holders Change
-14
Holders Change %
-10.61%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
45
Reduced
26
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.24M
2
NMC
Nine Masts Capital
Hong Kong
+$2.05M
3
RCM
Robinson Capital Management
Michigan
+$1.09M
4
AWS
Atria Wealth Solutions
New York
+$835K
5
Wells Fargo
Wells Fargo
California
+$814K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$17.7M
2
VanEck Associates
VanEck Associates
New York
-$1.23M
3
MFG
Merit Financial Group
Georgia
-$1.22M
4
WAM
Weiss Asset Management
Massachusetts
-$1.1M
5
VBWMG
Von Berge Wealth Management Group
California
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$144K – – –
EE
77
EWG Elevate
California
$143K – – –
AWG
78
Altus Wealth Group
Colorado
$138K -$8.13K -800 -6%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$132K – – –
BCP
80
Berkeley Capital Partners
Georgia
$129K – – –
KPWS
81
Kestra Private Wealth Services
Texas
$128K – – –
MOS
82
MGO One Seven
Ohio
$122K – – –
Nomura Holdings
83
Nomura Holdings
Japan
$121K -$165K -16,267 -59%
HVIA
84
Hudson Valley Investment Advisors
New York
$121K – – –
ASN
85
Advisory Services Network
Georgia
$116K – – –
PWP
86
Principle Wealth Partners
Connecticut
$116K – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$115K +$2.79K +274 +3%
DAS
88
Dynamic Advisor Solutions
Arizona
$113K +$895 +88 +0.8%
CCG
89
Catalina Capital Group
California
$112K – – –
SCM
90
Sage Capital Management
New Jersey
$111K – – –
HKAM
91
Horizon Kinetics Asset Management
New York
$109K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$107K +$40.1K +3,940 +64%
AWA
93
Arkadios Wealth Advisors
Georgia
$107K – – –
FSA
94
Financial Security Advisor
Virginia
$106K – – –
SCA
95
Snowden Capital Advisors
New York
$106K – – –
CCG
96
Ceeto Capital Group
Florida
$106K – – –
FFA
97
First Foundation Advisors
California
$106K – – –
DAS
98
Diversify Advisory Services
Utah
$105K +$102K +10,000 New
LFAS
99
Level Four Advisory Services
Texas
$103K – – –
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.3K – – –
2 3
4
5 6

NMZ Hedge Fund Activity: Q1 2024 in Review

118 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2024, worth a combined $168M — down 2.1% from $171M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NMZ and 10 opened new positions — a net loss of 14 holders — while 26 trimmed existing stakes and 45 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.24M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.

  • 118 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2024, down from 132 in Q4 2023.
  • Funds reported $168M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2024 and 24 closed out, a net change of -14 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.24M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2024.