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Nuveen Municipal High Income Opportunity Fund

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: 119122 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.5M +$1.67M +150,444 +6%
UBS Group
2
UBS Group
Switzerland
$21.3M +$1.99M +178,755 +11%
GC
3
Guggenheim Capital
Illinois
$18.2M +$1.6M +143,377 +10%
Wells Fargo
4
Wells Fargo
California
$8.99M +$318K +28,618 +4%
MPW
5
Melone Private Wealth
Michigan
$6.16M +$92.1K +8,282 +2%
RJA
6
Raymond James & Associates
Florida
$6.02M +$125K +11,214 +2%
VanEck Associates
7
VanEck Associates
New York
$6M -$308K -27,648 -5%
Bank of America
8
Bank of America
North Carolina
$5.6M +$1.56M +140,430 +41%
OIA
9
OneDigital Investment Advisors
Kansas
$5.4M +$178K +15,985 +4%
GP
10
Gridiron Partners
Pennsylvania
$5.12M -$702K -63,075 -13%
LPL Financial
11
LPL Financial
California
$4.56M +$441K +39,615 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.6M +$1.25M +112,445 +57%
HNWAG
13
High Net Worth Advisory Group
Florida
$3.48M +$425K +38,217 +15%
AWS
14
Atria Wealth Solutions
New York
$3.31M +$149K +13,420 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.29M +$426K +38,301 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.84M -$37.9K -3,410 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.82M +$141K +12,667 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.49M -$23.9K -2,149 -1%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$2.44M +$1.73M +155,653 +289%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.03M +$188K +16,854 +11%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.99M -$162K -14,532 -8%
KAS
22
Kestra Advisory Services
Texas
$1.95M +$17.6K +1,578 +1%
PAS
23
Park Avenue Securities
New York
$1.76M -$90.1K -8,099 -5%
TCM
24
Traynor Capital Management
Pennsylvania
$1.62M +$215K +19,367 +16%
Invesco
25
Invesco
Georgia
$1.57M +$42.2K +3,794 +3%

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.