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Nuveen Dynamic Municipal Opportunities Fund

19 hedge funds and large institutions have $59.2M invested in Nuveen Dynamic Municipal Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 1619 (+3)

1.42% less ownership

Funds ownership: 7.58%6.16% (-1.4%)

7% less capital invested

Capital invested by funds: $63.7M → $59.2M (-$4.49M)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
4
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
$19M -$9.92M -600,963 -35%
UBS Group
2
UBS Group
Switzerland
$7.98M +$1.13M +68,583 +17%
Wells Fargo
3
Wells Fargo
California
$6.12M -$167K -10,120 -3%
WS
4
Wedbush Securities
California
$5.58M -$172K -10,397 -3%
RCM
5
Rivernorth Capital Management
Florida
$4.96M -$2.65M -160,736 -35%
AFM
6
Andesa Financial Management
Pennsylvania
$3.82M +$1.88M +114,100 +102%
Bank of America
7
Bank of America
North Carolina
$3.55M +$981K +59,462 +39%
Ameriprise
8
Ameriprise
Minnesota
$2.37M +$937K +56,785 +68%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.07M +$60.2K +3,650 +3%
HKIM
10
Hayek Kallen Investment Management
Alabama
$1.04M +$57.7K +3,500 +6%
First Trust Advisors
11
First Trust Advisors
Illinois
$916K +$298K +18,070 +50%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$791K +$280K +16,942 +57%
AAM
13
Advisors Asset Management
Colorado
$352K +$344K +20,840 New
AF
14
Advisornet Financial
Minnesota
$300K +$13.2K +800 +5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$113K +$111K +6,700 New
AF
16
Allworth Financial
California
$84K +$82.5K +5,000 New
ASN
17
Advisory Services Network
Georgia
$56K +$55K +3,333 New
FP
18
Financial Perspectives
Minnesota
$50.6K +$49.5K +3,000 New
NFSG
19
Newbridge Financial Services Group
Florida
$17K +$16.5K +1,000 New
Citadel Advisors
20
Citadel Advisors
Florida
-$236K -14,585 Closed
Mariner
21
Mariner
Kansas
-$215K -13,300 Closed
SFS
22
Sowell Financial Services
Arkansas
-$134K -8,122 Closed

NDMO Hedge Fund Activity: Q2 2021 in Review

19 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2021, worth a combined $59.2M — down 7.1% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NDMO positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Andesa Financial Management, adding an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $9.92M.

  • 19 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2021, up from 16 in Q1 2021.
  • Funds reported $59.2M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2021, down 7.1% quarter-over-quarter.
  • 6 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2021 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2021 was Andesa Financial Management, an estimated $1.88M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2021 was Morgan Stanley, an estimated $9.92M sold.

Based on aggregated 13F filings for Q2 2021.