Nuveen Dynamic Municipal Opportunities Fund
NDMO
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.
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: 44 → 55 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1M |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$624K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.38M |
| 2 |
Morgan Stanley
New York
|
-$2.15M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$553K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$491K |
| 5 |
HKIM
Hayek Kallen Investment Management
Fairhope,
Alabama
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $19.6K | +$20K | +1,971 | New |
|
|
WAM
52
Worth Asset Management
Dallas,
Texas
| $11K | – | – | – |
|
|
DI
53
Disciplined Investments
Tulsa,
Oklahoma
| $7.38K | +$7.54K | +743 | New |
|
|
NA
54
NewEdge Advisors
New Orleans,
Louisiana
| $6 | +$6.41K | +632 | New |
|
55
BlackRock
New York
| $5 | +$10 | +1 | New |
|
56
Fidelity Investments
Boston,
Massachusetts
| $1 | -$10 | -1 | Closed |
|
|
RCM
57
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$3.38M | -328,465 | Closed |
|
58
M&T Bank
Buffalo,
New York
| – | -$154K | -15,000 | Closed |
|
|
SA
59
SFI Advisors
Montclair,
New Jersey
| – | -$120K | -11,707 | Closed |
|
|
FIA
60
FNY Investment Advisers
New York
| – | -$6K | -600 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$4K | -199 | Closed |
|
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.