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Nuveen Municipal High Income Opportunity Fund
NMZ

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: 118 → 119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.6M
2
GC
Guggenheim Capital
Illinois
+$1.95M
3
HNWAG
High Net Worth Advisory Group
Florida
+$527K
4
IAS
Insigneo Advisory Services
Florida
+$512K
5
Wells Fargo
Wells Fargo
California
+$443K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.34M
2
LCM
Landscape Capital Management
New Jersey
-$3.16M
3
VanEck Associates
VanEck Associates
New York
-$1.15M
4
CC
Centiva Capital
New York
-$709K
5
Calamos Advisors
Calamos Advisors
Illinois
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$153K +$148K +14,085 New
MML Investors Services
77
MML Investors Services
Massachusetts
$148K +$29.7K +2,825 +26%
SS
78
Sunbelt Securities
Texas
$147K -$5.42K -516 -4%
HNB
79
Huntington National Bank
Ohio
$147K – – –
EE
80
EWG Elevate
California
$146K – – –
Jane Street
81
Jane Street
New York
$142K -$41.9K -3,991 -23%
AWG
82
Altus Wealth Group
Colorado
$141K – – –
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$135K – – –
BCP
84
Berkeley Capital Partners
Georgia
$131K – – –
KPWS
85
Kestra Private Wealth Services
Texas
$131K – – –
TWP
86
Tyche Wealth Partners
Texas
$126K +$123K +11,703 New
MOS
87
MGO One Seven
Ohio
$125K – – –
ASN
88
Advisory Services Network
Georgia
$119K – – –
CCG
89
Catalina Capital Group
California
$117K +$1.55K +148 +1%
DAS
90
Dynamic Advisor Solutions
Arizona
$115K -$126 -12 -0.1%
HVIA
91
Hudson Valley Investment Advisors
New York
$114K – – –
SCM
92
Sage Capital Management
New Jersey
$113K – – –
WC
93
Waterloo Capital
Texas
$113K -$210K -19,963 -66%
HKAM
94
Horizon Kinetics Asset Management
New York
$112K – – –
AWA
95
Arkadios Wealth Advisors
Georgia
$109K – – –
CCG
96
Ceeto Capital Group
Florida
$109K – – –
SCA
97
Snowden Capital Advisors
New York
$109K – – –
FFA
98
First Foundation Advisors
California
$108K – – –
DAS
99
Diversify Advisory Services
Utah
$107K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$100K -$8.8K -838 -8%
2 3
4
5 6

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.