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Nuveen Dynamic Municipal Opportunities Fund

55 hedge funds and large institutions have $66.6M invested in Nuveen Dynamic Municipal Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

25% more funds holding

Funds holding: 4455 (+11)

0.1% more ownership

Funds ownership: 11.16%11.27% (+0.1%)

2% less capital invested

Capital invested by funds: $68.3M → $66.6M (-$1.62M)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPP
26
Single Point Partners
Massachusetts
$249K
Goldman Sachs
27
Goldman Sachs
New York
$233K -$385K -37,983 -62%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$232K +$43.4K +4,280 +22%
First Trust Advisors
29
First Trust Advisors
Illinois
$210K -$57.5K -5,670 -21%
LPL Financial
30
LPL Financial
California
$210K +$25.3K +2,495 +13%
HKIM
31
Hayek Kallen Investment Management
Alabama
$179K -$446K -43,969 -71%
FM
32
Family Management
New York
$175K +$179K +17,635 New
Stifel Financial
33
Stifel Financial
Missouri
$173K -$6.35K -626 -3%
Creative Planning
34
Creative Planning
Kansas
$167K +$7.65K +754 +5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$162K +$3.35K +330 +2%
VAG
36
VisionPoint Advisory Group
Texas
$141K +$117K +11,500 New
Citadel Advisors
37
Citadel Advisors
Florida
$138K +$141K +13,929 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$132K +$135K +13,300 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$130K +$132K +13,041 New
Truist Financial
40
Truist Financial
North Carolina
$119K -$20.3K -2,000 -14%
PWA
41
Primoris Wealth Advisors
Florida
$109K
FWM
42
Fairhaven Wealth Management
Illinois
$108K +$111K +10,900 New
MHS
43
M Holdings Securities
Oregon
$101K
MCC
44
Money Concepts Capital
Florida
$100K +$102K +10,077 New
RPCA
45
Running Point Capital Advisors
California
$99.4K
ASN
46
Advisory Services Network
Georgia
$72.1K +$73.6K +7,256 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$66.3K +$8.56K +844 +14%
AF
48
Allworth Financial
California
$55.5K +$1.66K +164 +3%
SPIA
49
Steward Partners Investment Advisory
New York
$47.1K +$40.5K +3,996 +536%
BTI
50
Blue Trust Inc
Georgia
$21K

NDMO Hedge Fund Activity: Q4 2022 in Review

55 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2022, worth a combined $66.6M — down 2.4% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NDMO positions and 6 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $1.92M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.38M sold.

  • 55 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $66.6M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 17 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2022 was Logan Stone Capital, an estimated $1.92M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q4 2022.