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Nuveen Dynamic Municipal Opportunities Fund

16 hedge funds and large institutions have $63.7M invested in Nuveen Dynamic Municipal Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

76% more capital invested

Capital invested by funds: $36.1M → $63.7M (+$27.6M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more funds holding

Funds holding: 1416 (+2)

3.16% more ownership

Funds ownership: 4.42%7.58% (+3.2%)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.9M +$14.1M +888,648 +106%
RCM
2
Rivernorth Capital Management
Florida
$7.34M +$6.33M +399,316 +724%
UBS Group
3
UBS Group
Switzerland
$6.53M +$1.14M +71,966 +22%
Wells Fargo
4
Wells Fargo
California
$6.02M +$854K +53,904 +17%
WS
5
Wedbush Securities
California
$5.51M -$79 -5 -0%
Bank of America
6
Bank of America
North Carolina
$2.44M +$1.2M +75,854 +101%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.89M +$305K +19,238 +20%
AFM
8
Andesa Financial Management
Pennsylvania
$1.81M +$1.77M +111,900 New
Ameriprise
9
Ameriprise
Minnesota
$1.35M +$367K +23,151 +38%
HKIM
10
Hayek Kallen Investment Management
Alabama
$939K +$124K +7,800 +15%
First Trust Advisors
11
First Trust Advisors
Illinois
$585K +$574K +36,242 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$484K +$28.7K +1,814 +6%
AF
13
Advisornet Financial
Minnesota
$275K +$269K +17,000 New
Citadel Advisors
14
Citadel Advisors
Florida
$236K +$231K +14,585 New
Mariner
15
Mariner
Kansas
$215K
SFS
16
Sowell Financial Services
Arkansas
$134K +$129K +8,122 New
Millennium Management
17
Millennium Management
New York
-$762K -48,559 Closed
HH
18
Hilltop Holdings
Texas
-$529K -33,688 Closed
TWP
19
TFO Wealth Partners
Ohio
-$63K -4,000 Closed

NDMO Hedge Fund Activity: Q1 2021 in Review

16 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q1 2021, worth a combined $63.7M — up 76% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NDMO positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Millennium Management, exiting entirely with an estimated $762K sold.

  • 16 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $63.7M of Nuveen Dynamic Municipal Opportunities Fund stock for Q1 2021, up 76% quarter-over-quarter.
  • 5 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q1 2021 was Morgan Stanley, an estimated $14.1M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q1 2021 was Millennium Management, an estimated $762K sold.

Based on aggregated 13F filings for Q1 2021.