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Nuveen Dynamic Municipal Opportunities Fund

44 hedge funds and large institutions have $57.8M invested in Nuveen Dynamic Municipal Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% more ownership

Funds ownership: 9.74%9.89% (+0.14%)

2% less capital invested

Capital invested by funds: $59M → $57.8M (-$1.21M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

12% less funds holding

Funds holding: 5044 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$384K -36,874 -2%
Bank of America
2
Bank of America
North Carolina
$9.73M +$295K +28,378 +3%
UBS Group
3
UBS Group
Switzerland
$6.05M -$555K -53,324 -8%
Wells Fargo
4
Wells Fargo
California
$4.61M +$1.23M +117,996 +34%
VanEck Associates
5
VanEck Associates
New York
$2.89M +$595K +57,214 +24%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$2.62M +$31.7K +3,049 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.95M +$480K +46,080 +30%
WS
8
Wedbush Securities
California
$1.43M -$52.3K -5,021 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.13M -$59K -5,672 -5%
AAM
10
Advisors Asset Management
Colorado
$982K -$19.3K -1,852 -2%
AFG
11
Atomi Financial Group
New York
$701K +$123K +11,799 +20%
Ameriprise
12
Ameriprise
Minnesota
$613K +$8.4K +807 +1%
SI
13
Stephens Inc
Arkansas
$570K -$104K -10,000 -15%
MC
14
Moors & Cabot
Massachusetts
$540K -$156K -15,000 -21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$536K +$125K +11,983 +28%
RCG
16
Regatta Capital Group
California
$488K
RJA
17
Raymond James & Associates
Florida
$445K -$40.4K -3,884 -8%
NW
18
NewEdge Wealth
Pennsylvania
$372K +$843 +81 +0.2%
Stifel Financial
19
Stifel Financial
Missouri
$366K +$51.6K +4,958 +15%
LPL Financial
20
LPL Financial
California
$343K -$14.9K -1,427 -4%
PWA
21
Primoris Wealth Advisors
Florida
$294K +$26K +2,500 +9%
AWM
22
Apollon Wealth Management
South Carolina
$294K
BBWP
23
Beacon Bridge Wealth Partners
Pennsylvania
$257K +$2.89K +278 +1%
SPP
24
Single Point Partners
Massachusetts
$247K
MAG
25
MRA Advisory Group
New Jersey
$228K +$23.7K +2,276 +11%

NDMO Hedge Fund Activity: Q3 2023 in Review

44 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q3 2023, worth a combined $57.8M — down 2.1% from $59M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NDMO and 5 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.23M. The largest seller was UBS Group, cutting an estimated $555K.

  • 44 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q3 2023, down from 50 in Q2 2023.
  • Funds reported $57.8M of Nuveen Dynamic Municipal Opportunities Fund stock for Q3 2023, down 2.1% quarter-over-quarter.
  • 5 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of -6 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q3 2023 was Wells Fargo, an estimated $1.23M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q3 2023 was UBS Group, an estimated $555K sold.

Based on aggregated 13F filings for Q3 2023.