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Nuveen Municipal High Income Opportunity Fund
NMZ

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: 122 → 126 (+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: 1 → 1 (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
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.65M
2
Morgan Stanley
Morgan Stanley
New York
+$922K
3
Osaic Holdings
Osaic Holdings
Arizona
+$875K
4
Bank of America
Bank of America
North Carolina
+$726K
5
AWS
Atria Wealth Solutions
New York
+$665K

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$4.47M
2
PAG
Private Advisor Group
New Jersey
-$815K
3
VanEck Associates
VanEck Associates
New York
-$583K
4
HNWAG
High Net Worth Advisory Group
Florida
-$383K
5
Invesco
Invesco
Georgia
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.2M +$922K +81,733 +3%
UBS Group
2
UBS Group
Switzerland
$20M +$300K +26,574 +1%
GC
3
Guggenheim Capital
Illinois
$17.2M +$368K +32,666 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$9.4M +$9.81M +869,937 New
Wells Fargo
5
Wells Fargo
California
$8.13M -$204K -18,127 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$6.72M +$4.65M +412,051 +197%
Bank of America
7
Bank of America
North Carolina
$5.89M +$726K +64,387 +13%
MPW
8
Melone Private Wealth
Michigan
$5.6M -$120K -10,676 -2%
VanEck Associates
9
VanEck Associates
New York
$5.24M -$583K -51,669 -10%
GP
10
Gridiron Partners
Pennsylvania
$4.67M -$84.4K -7,485 -2%
LPL Financial
11
LPL Financial
California
$4.26M +$28.8K +2,550 +0.7%
AWS
12
Atria Wealth Solutions
New York
$3.71M +$665K +58,928 +21%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.48M +$443K +39,280 +14%
HNWAG
14
High Net Worth Advisory Group
Florida
$2.85M -$383K -33,976 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.62M +$11.5K +1,016 +0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.62M +$326K +28,907 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.49M -$145K -12,857 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.21M +$875K +77,564 +61%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.03M +$145K +12,885 +7%
PAS
20
Park Avenue Securities
New York
$1.96M +$335K +29,715 +20%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.7M -$155K -13,757 -8%
KAS
22
Kestra Advisory Services
Texas
$1.65M -$166K -14,688 -9%
TCM
23
Traynor Capital Management
Pennsylvania
$1.51M +$11.6K +1,032 +0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.23M -$140K -12,424 -10%
PVM
25
Palogic Value Management
Texas
$1.23M +$174K +15,450 +16%
1
2 3 4 5

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.