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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
| 2 |
VanEck Associates
New York
|
+$595K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$480K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$295K |
| 5 |
PAM
Peak Asset Management
Louisville,
Colorado
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$555K |
| 2 |
Morgan Stanley
New York
|
-$384K |
| 3 |
MCI
MRP Capital Investments
Alpharetta,
Georgia
|
-$278K |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$156K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$67.9K | -6,672 | Closed |
|
|
AF
52
Allworth Financial
Folsom,
California
| – | -$58.6K | -5,762 | Closed |
|
|
VAG
53
VisionPoint Advisory Group
Dallas,
Texas
| – | -$58.5K | -5,750 | Closed |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$30.9K | -3,041 | Closed |
|
|
CTC
55
Central Trust Company
Jefferson City,
Missouri
| – | -$20.3K | -2,000 | Closed |
|
|
DI
56
Disciplined Investments
Tulsa,
Oklahoma
| – | -$7.56K | -743 | Closed |
|
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.