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Nuveen Dynamic Municipal Opportunities Fund
NDMO

14 hedge funds and large institutions have $36.1M invested in Nuveen Dynamic Municipal Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

125% more capital invested

Capital invested by funds: $16M → $36.1M (+$20.1M)

100% more funds holding

Funds holding: 7 → 14 (+7)

2.37% more ownership

Funds ownership: 2.05% → 4.42% (+2.4%)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.27M
2
UBS Group
UBS Group
Switzerland
+$3.61M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.48M
4
Wells Fargo
Wells Fargo
California
+$983K
5
Ameriprise
Ameriprise
Minnesota
+$913K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$8.27M +547,455 +188%
WS
2
Wedbush Securities
California
$5.36M +$32.9K +2,175 +0.6%
UBS Group
3
UBS Group
Switzerland
$5.22M +$3.61M +238,633 +255%
Wells Fargo
4
Wells Fargo
California
$5M +$983K +65,069 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.55M +$1.48M +98,106 +23,084%
Bank of America
6
Bank of America
North Carolina
$1.18M +$433K +28,680 +62%
Ameriprise
7
Ameriprise
Minnesota
$949K +$913K +60,432 New
RCM
8
Rivernorth Capital Management
Florida
$866K +$833K +55,135 New
HKIM
9
Hayek Kallen Investment Management
Alabama
$791K +$761K +50,367 New
Millennium Management
10
Millennium Management
New York
$762K +$734K +48,559 New
HH
11
Hilltop Holdings
Texas
$529K +$509K +33,688 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$442K -$210K -13,875 -33%
Mariner
13
Mariner
Kansas
$209K +$201K +13,300 New
TWP
14
TFO Wealth Partners
Ohio
$63K +$60.4K +4,000 New

NDMO Hedge Fund Activity: Q4 2020 in Review

14 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2020, worth a combined $36.1M — up 125% from $16M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NDMO positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.27M. The largest seller was Royal Bank of Canada, cutting an estimated $210K.

  • 14 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2020, up from 7 in Q3 2020.
  • Funds reported $36.1M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2020, up 125% quarter-over-quarter.
  • 7 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2020 and 0 closed out, a net change of +7 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2020 was Morgan Stanley, an estimated $8.27M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2020 was Royal Bank of Canada, an estimated $210K sold.

Based on aggregated 13F filings for Q4 2020.