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Nuveen Municipal High Income Opportunity Fund

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: 122126 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sage Capital Management
New Jersey
$114K
SCA
102
Snowden Capital Advisors
New York
$111K +$3.28K +291 +3%
AWA
103
Arkadios Wealth Advisors
Georgia
$109K
DWM
104
Diversify Wealth Management
Utah
$109K +$113K +10,000 New
IA
105
Intellus Advisors
Florida
$108K +$113K +10,000 New
CCG
106
Ceeto Capital Group
Florida
$108K
HNB
107
Huntington National Bank
Ohio
$73.5K
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K +$880 +78 +1%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$70.3K +$73.3K +6,500 New
MCM
110
MAI Capital Management
Ohio
$46.2K +$48.2K +4,270 New
FFA
111
Farther Finance Advisors
California
$36.2K +$19.5K +1,733 +107%
PFT
112
Providence First Trust
Arizona
$31.6K +$32.9K +2,919 New
CA
113
CoreCap Advisors
Michigan
$29.7K
US Bancorp
114
US Bancorp
Minnesota
$28.1K
Comerica Bank
115
Comerica Bank
Texas
$24.3K +$25.4K +2,250 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$21K +$18.2K +1,611 +515%
CFB
117
Cullen/Frost Bankers
Texas
$18.8K
WB
118
Webster Bank
Connecticut
$16.2K
PTC
119
Private Trust Company
Ohio
$13K
MCM
120
Manchester Capital Management
Vermont
$10.8K
BFPW
121
BOK Financial Private Wealth
Colorado
$10.4K
CBT
122
CoreFirst Bank & Trust
Kansas
$8.71K
PWA
123
Provenance Wealth Advisors
Florida
$7.88K
IA
124
IFP Advisors
Florida
$7.57K
KFI
125
Key Financial Inc
Pennsylvania
$119

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.