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Nuveen Dynamic Municipal Opportunities Fund

31 hedge funds and large institutions have $116M invested in Nuveen Dynamic Municipal Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $85.7M → $116M (+$30.1M)

19% more funds holding

Funds holding: 2631 (+5)

2.45% more ownership

Funds ownership: 9.39%11.84% (+2.5%)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$32.9M +$15M +945,667 +92%
Morgan Stanley
2
Morgan Stanley
New York
$27.6M +$2.6M +164,272 +11%
UBS Group
3
UBS Group
Switzerland
$11.9M +$2.99M +189,057 +36%
Bank of America
4
Bank of America
North Carolina
$11M +$1.22M +77,424 +13%
Wells Fargo
5
Wells Fargo
California
$5.62M -$331K -20,899 -6%
WS
6
Wedbush Securities
California
$4.71M -$561K -35,481 -11%
VanEck Associates
7
VanEck Associates
New York
$4M +$718K +45,410 +23%
Ameriprise
8
Ameriprise
Minnesota
$2.95M -$569K -35,958 -17%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.23M +$205K +12,940 +11%
AAM
10
Advisors Asset Management
Colorado
$1.99M +$760K +48,044 +67%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.32M +$221K +13,995 +21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.32M +$517K +32,663 +70%
HKIM
13
Hayek Kallen Investment Management
Alabama
$1.12M -$205K -12,941 -16%
Cohen & Steers
14
Cohen & Steers
New York
$1.08M +$677K +42,792 +191%
Invesco
15
Invesco
Georgia
$921K +$876K +55,365 New
JMPWA
16
JP Morgan Private Wealth Advisors
California
$913K +$868K +54,872 New
AWM
17
Apollon Wealth Management
South Carolina
$583K +$554K +35,050 New
ACA
18
Ackerman Capital Advisors
Texas
$518K +$231K +14,581 +88%
Millennium Management
19
Millennium Management
New York
$461K +$438K +27,676 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$443K +$165K +10,459 +65%
AF
21
Advisornet Financial
Minnesota
$390K +$73.1K +4,625 +25%
AFM
22
Andesa Financial Management
Pennsylvania
$387K -$1.26M -79,750 -77%
Truist Financial
23
Truist Financial
North Carolina
$351K +$148K +9,358 +80%
PAG
24
Private Advisor Group
New Jersey
$235K +$224K +14,146 New
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$200K +$190K +12,031 New

NDMO Hedge Fund Activity: Q4 2021 in Review

31 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2021, worth a combined $116M — up 35% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NDMO positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $15M. The largest seller was Andesa Financial Management, cutting an estimated $1.26M.

  • 31 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $116M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2021, up 35% quarter-over-quarter.
  • 11 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2021 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $15M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2021 was Andesa Financial Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2021.