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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
Morgan Stanley
1
Morgan Stanley
New York
$25.7M +$2.6M +248,123 +12%
UBS Group
2
UBS Group
Switzerland
$17.8M +$275K +26,240 +2%
GC
3
Guggenheim Capital
Illinois
$15.3M +$1.95M +186,100 +15%
Wells Fargo
4
Wells Fargo
California
$8.01M +$443K +42,208 +6%
VanEck Associates
5
VanEck Associates
New York
$6.09M -$1.15M -109,989 -16%
MPW
6
Melone Private Wealth
Michigan
$5.62M +$120K +11,440 +2%
RJA
7
Raymond James & Associates
Florida
$5.45M +$38.6K +3,673 +0.7%
GP
8
Gridiron Partners
Pennsylvania
$5.42M -$1.24K -118 -0%
OIA
9
OneDigital Investment Advisors
Kansas
$4.83M -$88.1K -8,389 -2%
RCM
10
Robinson Capital Management
Michigan
$4.57M -$283K -26,986 -6%
LPL Financial
11
LPL Financial
California
$3.79M +$27.9K +2,653 +0.8%
Bank of America
12
Bank of America
North Carolina
$3.67M +$333K +31,705 +10%
AWS
13
Atria Wealth Solutions
New York
$2.92M +$106K +10,058 +4%
HNWAG
14
High Net Worth Advisory Group
Florida
$2.8M +$527K +50,156 +24%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.67M +$73.9K +7,040 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.63M +$54K +5,141 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.47M +$336K +32,005 +16%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.33M -$16.4K -1,566 -0.7%
Stifel Financial
19
Stifel Financial
Missouri
$2.21M +$133K +12,658 +7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.12M +$255K +24,328 +14%
NMC
21
Nine Masts Capital
Hong Kong
$2.09M -$84.8K -8,075 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2M +$78.1K +7,442 +4%
KAS
23
Kestra Advisory Services
Texas
$1.79M -$34.1K -3,251 -2%
PAS
24
Park Avenue Securities
New York
$1.72M +$40.2K +3,828 +2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.7M +$26.2K +2,494 +2%

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.