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Nuveen Dynamic Municipal Opportunities Fund

46 hedge funds and large institutions have $89M invested in Nuveen Dynamic Municipal Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

35% more funds holding

Funds holding: 3446 (+12)

1.34% less ownership

Funds ownership: 14.96%13.62% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

21% less capital invested

Capital invested by funds: $113M → $89M (-$24.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.7M +$6.64M +570,588 +37%
RCM
2
Rivernorth Capital Management
Florida
$19.8M -$22.3M -1,919,119 -52%
Bank of America
3
Bank of America
North Carolina
$8.62M -$34.9K -3,001 -0.4%
UBS Group
4
UBS Group
Switzerland
$8.03M +$1.22M +104,957 +17%
Wells Fargo
5
Wells Fargo
California
$3.4M +$245K +21,036 +7%
Ameriprise
6
Ameriprise
Minnesota
$3.35M +$672K +57,707 +24%
VanEck Associates
7
VanEck Associates
New York
$2.42M -$81.5K -7,001 -3%
Goldman Sachs
8
Goldman Sachs
New York
$2.4M +$2.51M +215,421 New
AAM
9
Advisors Asset Management
Colorado
$2.32M -$15.8K -1,361 -0.6%
WS
10
Wedbush Securities
California
$1.99M +$245K +21,020 +13%
PCM
11
Penserra Capital Management
California
$1.59M -$27.8K -2,393 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.58M -$45.2K -3,883 -3%
CA
13
Corrado Advisors
New Jersey
$1.12M -$44.5K -3,824 -4%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.04M +$809K +69,554 +290%
Cohen & Steers
15
Cohen & Steers
New York
$748K +$372K +31,977 +91%
BP
16
BBR Partners
New York
$741K +$776K +66,667 New
HKIM
17
Hayek Kallen Investment Management
Alabama
$689K -$60.5K -5,199 -8%
Invesco
18
Invesco
Georgia
$623K -$17K -1,458 -3%
MC
19
Moors & Cabot
Massachusetts
$623K +$652K +56,000 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$568K -$166K -14,278 -22%
AWM
21
Apollon Wealth Management
South Carolina
$390K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$379K +$397K +34,150 New
First Trust Advisors
23
First Trust Advisors
Illinois
$363K -$434K -37,329 -53%
ACA
24
Ackerman Capital Advisors
Texas
$274K +$286K +24,618 New
WAM
25
Wolverine Asset Management
Illinois
$263K +$276K +23,677 New

NDMO Hedge Fund Activity: Q2 2022 in Review

46 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2022, worth a combined $89M — down 21% from $113M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NDMO positions and 4 closed out — a net gain of 12 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Rivernorth Capital Management, cutting an estimated $22.3M.

  • 46 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $89M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2022, down 21% quarter-over-quarter.
  • 16 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of +12 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $6.64M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2022.