We are live on ! Find out more
NDMO icon

Nuveen Dynamic Municipal Opportunities Fund

59 hedge funds and large institutions have $67.5M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

4% more funds holding

Funds holding: 5759 (+2)

4% more capital invested

Capital invested by funds: $65M → $67.5M (+$2.5M)

0.47% more ownership

Funds ownership: 10.03%10.5% (+0.47%)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
16
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
$18.3M -$882K -81,641 -5%
Wells Fargo
2
Wells Fargo
California
$9.32M +$1.24M +114,382 +15%
UBS Group
3
UBS Group
Switzerland
$6.39M -$286K -26,419 -4%
Bank of America
4
Bank of America
North Carolina
$5.84M +$162K +15,012 +3%
TWP
5
Tyche Wealth Partners
Texas
$2.91M +$424K +39,226 +17%
VanEck Associates
6
VanEck Associates
New York
$2.8M -$459K -42,428 -14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.35M +$944K +87,347 +67%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.81M +$213K +19,708 +13%
SA
9
Sanctuary Advisors
Indiana
$1.73M +$1.76M +163,132 New
WS
10
Wedbush Securities
California
$1.43M -$27.4K -2,535 -2%
NI
11
NCP Inc
California
$1.12M +$355K +32,852 +47%
RCG
12
Regatta Capital Group
California
$1.1M
HighTower Advisors
13
HighTower Advisors
Illinois
$1.05M +$754K +69,744 +253%
Stifel Financial
14
Stifel Financial
Missouri
$952K +$4.99K +462 +0.5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$848K -$661K -61,137 -44%
Ameriprise
16
Ameriprise
Minnesota
$795K -$51.4K -4,755 -6%
LPL Financial
17
LPL Financial
California
$756K +$413K +38,213 +120%
PWA
18
Primoris Wealth Advisors
Florida
$664K +$91.9K +8,500 +16%
LA
19
LM Advisors
California
$657K +$5.36K +496 +0.8%
AFG
20
Atomi Financial Group
New York
$640K -$2.02K -187 -0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$536K -$622K -57,531 -54%
RJA
22
Raymond James & Associates
Florida
$411K -$3.13K -290 -0.8%
NW
23
NewEdge Wealth
Pennsylvania
$344K -$23.5K -2,172 -6%
FWM
24
Fairhaven Wealth Management
Illinois
$337K
NS
25
NBC Securities
Alabama
$321K +$75.4K +6,975 +31%

NDMO Hedge Fund Activity: Q2 2024 in Review

59 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2024, worth a combined $67.5M — up 3.8% from $65M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NDMO positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $882K.

  • 59 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $67.5M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2024, up 3.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2024 was Wells Fargo, an estimated $1.24M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2024 was Morgan Stanley, an estimated $882K sold.

Based on aggregated 13F filings for Q2 2024.