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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
MC
51
Moors & Cabot
Massachusetts
$112K
Comerica Bank
52
Comerica Bank
Texas
$101K
VAG
53
VisionPoint Advisory Group
Texas
$64.5K
EWA
54
EverSource Wealth Advisors
Alabama
$50.4K +$5.45K +500 +13%
SPIA
55
Steward Partners Investment Advisory
New York
$50.4K
SWM
56
Spire Wealth Management
Virginia
$39.2K +$16.3K +1,500 +75%
CA
57
CoreCap Advisors
Michigan
$22.1K
BTI
58
Blue Trust Inc
Georgia
$21.6K
WI
59
Wintrust Investments
Illinois
$17K -$250K -22,973 -94%
FIA
60
FNY Investment Advisers
New York
$6K +$6.54K +600 New
AWM
61
Activest Wealth Management
Florida
$5.04K +$4.9K +450 New
IAIM
62
International Assets Investment Management
Florida
$3.6K +$400K +36,756 +1,021%
BlackRock
63
BlackRock
New York
$246
SPP
64
Single Point Partners
Massachusetts
-$184K -17,000 Closed
Nomura Holdings
65
Nomura Holdings
Japan
-$154K -14,300 Closed
JSW
66
Journey Strategic Wealth
New Jersey
-$127K -11,800 Closed
HH
67
Hilltop Holdings
Texas
-$123K -11,400 Closed
OC
68
Oppenheimer & Co
New York
-$111K -10,250 Closed
LTI
69
Laffer Tengler Investments
Tennessee
-$34.6K -3,200 Closed
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
-$11.4K -1,059 Closed
TRCT
71
Tower Research Capital (TRC)
New York
-$4.03K -373 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
-$238 -22 Closed

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.