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Nuveen Municipal High Income Opportunity Fund

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: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$83.1K +$29K +2,766 +56%
PS
102
Principal Securities
Iowa
$75.5K +$73.5K +7,000 New
BCMLT
103
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.8K
AF
104
Allworth Financial
California
$53.4K +$52.5K +5,000 New
CHA
105
Carmichael Hill & Associates
Maryland
$46.1K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$33.7K +$32.8K +3,123 New
US Bancorp
107
US Bancorp
Minnesota
$33.4K +$5.25K +500 +19%
CFB
108
Cullen/Frost Bankers
Texas
$18.7K
WB
109
Webster Bank
Connecticut
$16.2K
PTC
110
Private Trust Company
Ohio
$12.9K
BFPW
111
BOK Financial Private Wealth
Colorado
$10.9K
CT
112
Caldwell Trust
Florida
$10.8K
MCM
113
Manchester Capital Management
Vermont
$10.8K
BFEC
114
Benjamin F. Edwards & Company
Missouri
$10K +$7.8K +743 +341%
IA
115
IFP Advisors
Florida
$7.55K
IAIM
116
International Assets Investment Management
Florida
$7.33K +$7.13K +679 New
TRCT
117
Tower Research Capital (TRC)
New York
$7.23K -$136 -13 -2%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$3K -$9.03K -860 -73%
KFI
119
Key Financial Inc
Pennsylvania
$119
Fidelity Investments
120
Fidelity Investments
Massachusetts
$11 +$10 +1 New
CC
121
Centiva Capital
New York
-$709K -67,150 Closed
Calamos Advisors
122
Calamos Advisors
Illinois
-$284K -26,868 Closed
MC
123
Moors & Cabot
Massachusetts
-$204K -19,346 Closed
PWP
124
Principle Wealth Partners
Connecticut
-$116K -11,000 Closed
LFAS
125
Level Four Advisory Services
Texas
-$103K -10,434 Closed

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.