We are live on ! Find out more
NMZ icon

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

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

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
SS
76
Sunbelt Securities
Texas
$161K +$1.93K +173 +1%
HNB
77
Huntington National Bank
Ohio
$159K – – –
EE
78
EWG Elevate
California
$158K – – –
AWG
79
Altus Wealth Group
Colorado
$153K – – –
MML Investors Services
80
MML Investors Services
Massachusetts
$152K -$7.52K -676 -5%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$147K – – –
BCP
82
Berkeley Capital Partners
Georgia
$142K – – –
KPWS
83
Kestra Private Wealth Services
Texas
$141K – – –
MG
84
Marex Group
$140K -$255K -22,909 -66%
CIA
85
Concurrent Investment Advisors
Florida
$139K +$133K +11,964 New
SWM
86
Spire Wealth Management
Virginia
$138K -$25.9K -2,328 -16%
DAS
87
Dynamic Advisor Solutions
Arizona
$137K +$11.5K +1,038 +10%
TWP
88
Tyche Wealth Partners
Texas
$136K – – –
MOS
89
MGO One Seven
Ohio
$135K – – –
HVIA
90
Hudson Valley Investment Advisors
New York
$134K – – –
PWP
91
Principle Wealth Partners
Connecticut
$128K +$122K +11,000 New
CCG
92
Catalina Capital Group
California
$126K – – –
SCM
93
Sage Capital Management
New Jersey
$122K – – –
WC
94
Waterloo Capital
Texas
$122K – – –
ASN
95
Advisory Services Network
Georgia
$119K – – –
AWA
96
Arkadios Wealth Advisors
Georgia
$118K – – –
SCA
97
Snowden Capital Advisors
New York
$117K – – –
CCG
98
Ceeto Capital Group
Florida
$117K – – –
FFA
99
First Foundation Advisors
California
$117K – – –
DAS
100
Diversify Advisory Services
Utah
$114K – – –
2 3
4
5 6

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.