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Nuveen Dynamic Municipal Opportunities Fund
NDMO

63 hedge funds and large institutions have $80.7M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $67.5M → $80.7M (+$13.2M)

7% more funds holding

Funds holding: 59 → 63 (+4)

1.69% more ownership

Funds ownership: 10.5% → 12.19% (+1.7%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.58M
2
GC
Guggenheim Capital
Illinois
+$1.94M
3
HighTower Advisors
HighTower Advisors
Illinois
+$939K
4
CPC
Congress Park Capital
New York
+$790K
5
LPL Financial
LPL Financial
California
+$618K

Top Sellers

Rank Fund Capital Flow
1
WI
Wintrust Investments
Illinois
-$250K
2
SPP
Single Point Partners
Massachusetts
-$184K
3
Nomura Holdings
Nomura Holdings
Japan
-$154K
4
JSW
Journey Strategic Wealth
New Jersey
-$127K
5
HH
Hilltop Holdings
Texas
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.4M +$409K +37,503 +2%
Wells Fargo
2
Wells Fargo
California
$12.3M +$2.58M +236,543 +27%
UBS Group
3
UBS Group
Switzerland
$7.22M +$576K +52,889 +9%
Bank of America
4
Bank of America
North Carolina
$6.13M +$67.6K +6,208 +1%
VanEck Associates
5
VanEck Associates
New York
$3.23M +$396K +36,330 +14%
TWP
6
Tyche Wealth Partners
Texas
$3.11M +$88.7K +8,143 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.44M +$3.33K +306 +0.1%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.06M +$939K +86,211 +89%
GC
9
Guggenheim Capital
Illinois
$2M +$1.94M +178,251 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.84M -$36.4K -3,345 -2%
SA
11
Sanctuary Advisors
Indiana
$1.66M -$57.7K -5,300 -3%
LPL Financial
12
LPL Financial
California
$1.42M +$618K +56,752 +81%
WS
13
Wedbush Securities
California
$1.41M -$77.8K -7,144 -5%
NI
14
NCP Inc
California
$1.19M +$34.6K +3,172 +3%
RCG
15
Regatta Capital Group
California
$1.14M – – –
Stifel Financial
16
Stifel Financial
Missouri
$1.02M +$32.4K +2,976 +3%
Ameriprise
17
Ameriprise
Minnesota
$906K +$79.1K +7,260 +10%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$881K +$523 +48 +0.1%
CPC
19
Congress Park Capital
New York
$813K +$790K +72,500 New
PWA
20
Primoris Wealth Advisors
Florida
$695K +$10.9K +1,000 +2%
LA
21
LM Advisors
California
$669K -$12.2K -1,121 -2%
AFG
22
Atomi Financial Group
New York
$653K -$11K -1,008 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$619K +$61.2K +5,620 +11%
PI
24
PFG Investments
New York
$611K +$594K +54,500 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$569K +$291K +26,718 +111%
1
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NDMO Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q3 2024, worth a combined $80.7M — up 20% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NDMO positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.58M. The largest seller was Wintrust Investments, cutting an estimated $250K.

  • 63 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $80.7M of Nuveen Dynamic Municipal Opportunities Fund stock for Q3 2024, up 20% quarter-over-quarter.
  • 13 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q3 2024 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q3 2024 was Wells Fargo, an estimated $2.58M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q3 2024 was Wintrust Investments, an estimated $250K sold.

Based on aggregated 13F filings for Q3 2024.