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Nuveen Dynamic Municipal Opportunities Fund

55 hedge funds and large institutions have $66.6M invested in Nuveen Dynamic Municipal Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

25% more funds holding

Funds holding: 4455 (+11)

0.1% more ownership

Funds ownership: 11.16%11.27% (+0.1%)

2% less capital invested

Capital invested by funds: $68.3M → $66.6M (-$1.62M)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M -$2.15M -212,287 -10%
Bank of America
2
Bank of America
North Carolina
$9.43M +$1.13M +111,600 +13%
UBS Group
3
UBS Group
Switzerland
$6.68M +$388K +38,216 +6%
Wells Fargo
4
Wells Fargo
California
$3.36M -$491K -48,427 -13%
Ameriprise
5
Ameriprise
Minnesota
$3.08M -$219K -21,563 -7%
VanEck Associates
6
VanEck Associates
New York
$2.55M +$473K +46,602 +22%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.49M -$26.1K -2,573 -1%
LSC
8
Logan Stone Capital
Illinois
$1.89M +$1.92M +189,730 New
AAM
9
Advisors Asset Management
Colorado
$1.87M -$139K -13,711 -7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.67M +$310K +30,600 +22%
SI
11
Stephens Inc
Arkansas
$1.64M +$68.1K +6,710 +4%
WS
12
Wedbush Securities
California
$1.29M -$553K -54,496 -30%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$983K +$1M +98,933 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$982K +$399K +39,307 +66%
MC
15
Moors & Cabot
Massachusetts
$795K +$624K +61,500 +332%
CA
16
Corrado Advisors
New Jersey
$742K -$166K -16,375 -18%
Cohen & Steers
17
Cohen & Steers
New York
$669K
RCM
18
Robinson Capital Management
Michigan
$620K +$609K +60,000 New
RCG
19
Regatta Capital Group
California
$494K +$504K +49,713 New
Invesco
20
Invesco
Georgia
$445K -$100K -9,863 -18%
NW
21
NewEdge Wealth
Pennsylvania
$375K +$40.5K +3,992 +12%
AWM
22
Apollon Wealth Management
South Carolina
$348K
RJA
23
Raymond James & Associates
Florida
$296K +$39.6K +3,900 +15%
BBWP
24
Beacon Bridge Wealth Partners
Pennsylvania
$268K +$273K +26,920 New
OC
25
Oppenheimer & Co
New York
$264K +$38.9K +3,830 +17%

NDMO Hedge Fund Activity: Q4 2022 in Review

55 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2022, worth a combined $66.6M — down 2.4% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NDMO positions and 6 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $1.92M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.38M sold.

  • 55 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $66.6M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 17 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2022 was Logan Stone Capital, an estimated $1.92M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q4 2022.