Nuveen Municipal High Income Opportunity Fund
NMZ
118 hedge funds and large institutions have $168M invested in Nuveen Municipal High Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 24 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 25
10% more capital invested
Capital invested by funds: $152M → $168M (+$15.6M)
0.44% more ownership
Funds ownership: 13.92% → 14.37% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 132 → 118 (-14)
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.24M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$2.05M |
| 3 |
Morgan Stanley
New York
|
+$1.99M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.09M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$1.23M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.22M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 4 |
VBWMG
Von Berge Wealth Management Group
San Diego,
California
|
-$968K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$776K |
NMZ Hedge Fund Activity: Q1 2024 in Review
118 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2024, worth a combined $168M — up 10% from $152M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of NMZ and 10 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 46 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.24M. The largest seller was VanEck Associates, cutting an estimated $1.23M.
- 118 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2024, down from 132 in Q4 2023.
- Funds reported $168M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2024, up 10% quarter-over-quarter.
- 10 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2024 and 24 closed out, a net change of -14 holders.
- The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.24M added.
- The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2024 was VanEck Associates, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2024.