We are live on ! Find out more
NDMO icon

Nuveen Dynamic Municipal Opportunities Fund
NDMO

50 hedge funds and large institutions have $59M invested in Nuveen Dynamic Municipal Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 48 → 50 (+2)

0.43% less ownership

Funds ownership: 10.18% → 9.74% (-0.43%)

7% less capital invested

Capital invested by funds: $63.6M → $59M (-$4.67M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$917K
2
AFG
Atomi Financial Group
New York
+$626K
3
MCI
MRP Capital Investments
Georgia
+$287K
4
PWA
Primoris Wealth Advisors
Florida
+$173K
5
RJA
Raymond James & Associates
Florida
+$159K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.74M
2
SI
Stephens Inc
Arkansas
-$1.16M
3
Bank of America
Bank of America
North Carolina
-$885K
4
AAM
Advisors Asset Management
Colorado
-$850K
5
CA
Corrado Advisors
New Jersey
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
26
Single Point Partners
Massachusetts
$254K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$230K +$54.1K +5,149 +30%
SC
28
Sykon Capital
New York
$216K +$223K +21,250 New
MAG
29
MRA Advisory Group
New Jersey
$213K +$44.4K +4,230 +25%
NA
30
NewEdge Advisors
Louisiana
$201K +$53 +5 +0%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$191K +$78.8K +7,500 +66%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$176K -$2.36K -225 -1%
Creative Planning
33
Creative Planning
Kansas
$170K – – –
Truist Financial
34
Truist Financial
North Carolina
$156K +$35.2K +3,350 +28%
HKIM
35
Hayek Kallen Investment Management
Alabama
$149K – – –
Nomura Holdings
36
Nomura Holdings
Japan
$117K +$121K +11,500 New
RCM
37
Robinson Capital Management
Michigan
$116K +$118K +11,266 New
FWM
38
Fairhaven Wealth Management
Illinois
$111K +$114K +10,900 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$110K +$114K +10,832 New
XT
40
XTX Topco
Cayman Islands
$110K +$113K +10,799 New
MHS
41
M Holdings Securities
Oregon
$104K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$67.9K – – –
AF
43
Allworth Financial
California
$58.6K +$1.04K +99 +2%
VAG
44
VisionPoint Advisory Group
Texas
$58.5K -$60.4K -5,750 -50%
SPIA
45
Steward Partners Investment Advisory
New York
$48.2K – – –
WAM
46
Wolverine Asset Management
Illinois
$30.9K +$31.9K +3,041 New
BTI
47
Blue Trust Inc
Georgia
$21K – – –
CTC
48
Central Trust Company
Missouri
$20.3K – – –
DI
49
Disciplined Investments
Oklahoma
$7.56K – – –
FIA
50
FNY Investment Advisers
New York
$6K – – –
1
2
3

NDMO Hedge Fund Activity: Q2 2023 in Review

50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2023, worth a combined $59M — down 7.3% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NDMO positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $917K. The largest seller was Morgan Stanley, cutting an estimated $1.74M.

  • 50 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $59M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 9 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2023 was Rockefeller Capital Management, an estimated $917K added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2023.