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Nuveen Dynamic Municipal Opportunities Fund

63 hedge funds and large institutions have $80.7M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $67.5M → $80.7M (+$13.2M)

7% more funds holding

Funds holding: 5963 (+4)

1.69% more ownership

Funds ownership: 10.5%12.19% (+1.7%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$465K +$452K +41,521 New
RJA
27
Raymond James & Associates
Florida
$446K +$19.4K +1,784 +5%
BSTWA
28
Blake Schutter Theil Wealth Advisors
Ohio
$405K +$393K +36,108 New
NS
29
NBC Securities
Alabama
$378K +$43.9K +4,030 +14%
NW
30
NewEdge Wealth
Pennsylvania
$358K +$926 +85 +0.3%
FWM
31
Fairhaven Wealth Management
Illinois
$349K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$340K +$212K +19,472 +180%
Mariner
33
Mariner
Kansas
$336K +$326K +29,949 New
TSMHT
34
Thurston Springer Miller Herd & Titak
Indiana
$312K +$303K +27,813 New
MAG
35
MRA Advisory Group
New Jersey
$311K +$1.24K +114 +0.4%
AWM
36
Apollon Wealth Management
South Carolina
$224K -$35.5K -3,260 -14%
KAS
37
Kestra Advisory Services
Texas
$221K +$19.7K +1,811 +10%
WFA
38
WMG Financial Advisors
Tennessee
$209K +$10.9K +1,000 +6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$205K +$199K +18,264 New
RSA
40
River Street Advisors
Illinois
$190K
NA
41
NewEdge Advisors
Louisiana
$173K +$25.1K +2,307 +18%
SC
42
Savant Capital
Illinois
$169K +$164K +15,048 New
BBWP
43
Beacon Bridge Wealth Partners
Pennsylvania
$165K +$2.35K +216 +1%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$162K
AGA
45
Arkos Global Advisors
Texas
$157K
EAM
46
Everstar Asset Management
North Carolina
$156K +$151K +13,875 New
SC
47
Sykon Capital
New York
$126K -$54.5K -5,000 -31%
SAI
48
Savvy Advisors Inc
New York
$121K +$118K +10,838 New
Walleye Capital
49
Walleye Capital
New York
$119K -$75.2K -6,903 -39%
MWM
50
Melfa Wealth Management
Massachusetts
$112K -$43.6K -4,000 -29%

NDMO Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q3 2024, worth a combined $80.7M — up 20% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NDMO positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.58M. The largest seller was Wintrust Investments, cutting an estimated $250K.

  • 63 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $80.7M of Nuveen Dynamic Municipal Opportunities Fund stock for Q3 2024, up 20% quarter-over-quarter.
  • 13 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q3 2024 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q3 2024 was Wells Fargo, an estimated $2.58M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q3 2024 was Wintrust Investments, an estimated $250K sold.

Based on aggregated 13F filings for Q3 2024.