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Nuveen Dynamic Municipal Opportunities Fund
NDMO

44 hedge funds and large institutions have $57.8M invested in Nuveen Dynamic Municipal Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 9.74% → 9.89% (+0.14%)

2% less capital invested

Capital invested by funds: $59M → $57.8M (-$1.21M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

12% less funds holding

Funds holding: 50 → 44 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.23M
2
VanEck Associates
VanEck Associates
New York
+$595K
3
Osaic Holdings
Osaic Holdings
Arizona
+$480K
4
Bank of America
Bank of America
North Carolina
+$295K
5
PAM
Peak Asset Management
Colorado
+$151K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$555K
2
Morgan Stanley
Morgan Stanley
New York
-$384K
3
MCI
MRP Capital Investments
Georgia
-$278K
4
MC
Moors & Cabot
Massachusetts
-$156K
5
Nomura Holdings
Nomura Holdings
Japan
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$222K +$937 +90 +0.4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$213K +$30K +2,886 +15%
Creative Planning
28
Creative Planning
Kansas
$158K -$6.81K -654 -4%
OC
29
Oppenheimer & Co
New York
$156K -$108K -10,372 -39%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$150K -$20.8K -2,000 -12%
NA
31
NewEdge Advisors
Louisiana
$150K -$46.8K -4,494 -23%
HKIM
32
Hayek Kallen Investment Management
Alabama
$144K – – –
NS
33
NBC Securities
Alabama
$143K +$152K +14,626 New
PAM
34
Peak Asset Management
Colorado
$143K +$151K +14,550 New
WI
35
Wintrust Investments
Illinois
$133K +$141K +13,520 New
Truist Financial
36
Truist Financial
North Carolina
$127K -$25.5K -2,450 -16%
ASN
37
Advisory Services Network
Georgia
$115K +$122K +11,713 New
SC
38
Sykon Capital
New York
$110K -$104K -10,000 -47%
FWM
39
Fairhaven Wealth Management
Illinois
$107K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$99.4K -$7.32K -703 -6%
Comerica Bank
41
Comerica Bank
Texas
$63.5K +$67.4K +6,473 New
SPIA
42
Steward Partners Investment Advisory
New York
$46.5K – – –
BTI
43
Blue Trust Inc
Georgia
$20K – – –
FIA
44
FNY Investment Advisers
New York
$5K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1 – – –
MCI
46
MRP Capital Investments
Georgia
– -$278K -27,343 Closed
Nomura Holdings
47
Nomura Holdings
Japan
– -$117K -11,500 Closed
RCM
48
Robinson Capital Management
Michigan
– -$116K -11,266 Closed
XT
49
XTX Topco
Cayman Islands
– -$110K -10,799 Closed
MHS
50
M Holdings Securities
Oregon
– -$104K -10,192 Closed
1
2
3

NDMO Hedge Fund Activity: Q3 2023 in Review

44 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q3 2023, worth a combined $57.8M — down 2.1% from $59M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NDMO and 5 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.23M. The largest seller was UBS Group, cutting an estimated $555K.

  • 44 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q3 2023, down from 50 in Q2 2023.
  • Funds reported $57.8M of Nuveen Dynamic Municipal Opportunities Fund stock for Q3 2023, down 2.1% quarter-over-quarter.
  • 5 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of -6 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.23M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q3 2023 was UBS Group, an estimated $555K sold.

Based on aggregated 13F filings for Q3 2023.