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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$89.8K – – –
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.5K – – –
AF
103
Allworth Financial
California
$58.3K – – –
CHA
104
Carmichael Hill & Associates
Maryland
$49.8K – – –
PMFA
105
Plante Moran Financial Advisors
Michigan
$33.4K +$31.9K +2,864 New
CA
106
CoreCap Advisors
Michigan
$32.1K +$30.6K +2,750 New
US Bancorp
107
US Bancorp
Minnesota
$30.3K -$5.56K -500 -16%
CFB
108
Cullen/Frost Bankers
Texas
$20.3K – – –
FFA
109
Farther Finance Advisors
California
$18.8K +$18K +1,614 New
WB
110
Webster Bank
Connecticut
$17.5K – – –
PTC
111
Private Trust Company
Ohio
$14K – – –
WI
112
Wintrust Investments
Illinois
$12K +$11.9K +1,070 New
CT
113
Caldwell Trust
Florida
$11.7K – – –
MCM
114
Manchester Capital Management
Vermont
$11.7K – – –
BFPW
115
BOK Financial Private Wealth
Colorado
$11.2K -$467 -42 -4%
CBT
116
CoreFirst Bank & Trust
Kansas
$9.4K +$8.97K +806 New
PWA
117
Provenance Wealth Advisors
Florida
$8.5K +$8.11K +729 New
IA
118
IFP Advisors
Florida
$8.16K – – –
DPW
119
DiNuzzo Private Wealth
Pennsylvania
$7.77K +$7.41K +666 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
IAIM
121
International Assets Investment Management
Florida
$679 +$80.5K +7,238 +1,066%
KFI
122
Key Financial Inc
Pennsylvania
$128 – – –
TRCT
123
Tower Research Capital (TRC)
New York
$105 -$7.35K -661 -99%
RCM
124
Robinson Capital Management
Michigan
– -$4.57M -421,344 Closed
NMC
125
Nine Masts Capital
Hong Kong
– -$2.09M -193,822 Closed
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.