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Nuveen Municipal High Income Opportunity Fund
NMZ

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: 122 → 126 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.65M
2
Morgan Stanley
Morgan Stanley
New York
+$922K
3
Osaic Holdings
Osaic Holdings
Arizona
+$875K
4
Bank of America
Bank of America
North Carolina
+$726K
5
AWS
Atria Wealth Solutions
New York
+$665K

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$4.47M
2
PAG
Private Advisor Group
New Jersey
-$815K
3
VanEck Associates
VanEck Associates
New York
-$583K
4
HNWAG
High Net Worth Advisory Group
Florida
-$383K
5
Invesco
Invesco
Georgia
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
76
Kercheville Advisors
Texas
$189K +$316 +28 +0.2%
HKAM
77
Horizon Kinetics Asset Management
New York
$187K – – –
RCA
78
Ranch Capital Advisors
Florida
$183K -$20.1K -1,785 -10%
OC
79
Oppenheimer & Co
New York
$172K +$1.26K +112 +0.7%
VHAM
80
Van Hulzen Asset Management
California
$169K – – –
MPW
81
Monterey Private Wealth
California
$168K +$175K +15,547 New
DADC
82
D.A. Davidson & Co
Montana
$164K – – –
TWP
83
Tyche Wealth Partners
Texas
$155K +$29.8K +2,646 +23%
SS
84
Sunbelt Securities
Texas
$150K +$1.93K +171 +1%
KPWS
85
Kestra Private Wealth Services
Texas
$149K +$19.4K +1,720 +14%
EE
86
EWG Elevate
California
$146K – – –
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$142K – – –
AWG
88
Altus Wealth Group
Colorado
$141K – – –
Citadel Advisors
89
Citadel Advisors
Florida
$139K +$145K +12,871 New
BCP
90
Berkeley Capital Partners
Georgia
$132K – – –
SIMG
91
Sonora Investment Management Group
Arizona
$131K +$137K +12,154 New
DAS
92
Dynamic Advisor Solutions
Arizona
$130K +$3.9K +346 +3%
MML Investors Services
93
MML Investors Services
Massachusetts
$130K -$12K -1,067 -8%
CIA
94
Concurrent Investment Advisors
Florida
$129K – – –
SWM
95
Spire Wealth Management
Virginia
$129K +$485 +43 +0.4%
HVIA
96
Hudson Valley Investment Advisors
New York
$124K – – –
FFA
97
First Foundation Advisors
California
$124K +$16.1K +1,425 +14%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$120K +$125K +11,071 New
PWP
99
Principle Wealth Partners
Connecticut
$119K – – –
CCG
100
Catalina Capital Group
California
$117K – – –
2 3
4
5 6

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.