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Nuveen Dynamic Municipal Opportunities Fund

86 hedge funds and large institutions have $94.3M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

37% more funds holding

Funds holding: 6386 (+23)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $80.7M → $94.3M (+$13.6M)

3.61% more ownership

Funds ownership: 12.19%15.8% (+3.6%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
22
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.8M -$593K -55,426 -3%
Wells Fargo
2
Wells Fargo
California
$11.7M +$732K +68,401 +6%
UBS Group
3
UBS Group
Switzerland
$8.03M +$1.68M +156,889 +24%
RCM
4
Rivernorth Capital Management
Florida
$5.28M +$5.64M +526,823 New
Bank of America
5
Bank of America
North Carolina
$5.17M -$333K -31,104 -6%
GC
6
Guggenheim Capital
Illinois
$4.3M +$2.69M +251,274 +141%
NMC
7
Nine Masts Capital
Hong Kong
$4.28M +$4.58M +427,617 New
VanEck Associates
8
VanEck Associates
New York
$3.59M +$675K +63,033 +21%
TWP
9
Tyche Wealth Partners
Texas
$2.92M +$141K +13,138 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.35M +$548K +51,155 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.15M -$31K -2,893 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.86M +$228K +21,302 +13%
LPL Financial
13
LPL Financial
California
$1.63M +$385K +35,965 +28%
CPC
14
Congress Park Capital
New York
$1.31M +$621K +58,000 +80%
WS
15
Wedbush Securities
California
$1.2M -$58.9K -5,498 -4%
RCG
16
Regatta Capital Group
California
$1.02M
RAM
17
Readystate Asset Management
Illinois
$929K +$993K +92,710 New
Stifel Financial
18
Stifel Financial
Missouri
$917K +$4.11K +384 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$892K +$87.9K +8,214 +10%
WAM
20
Wolverine Asset Management
Illinois
$885K +$501K +46,808 +113%
RCM
21
Robinson Capital Management
Michigan
$879K +$939K +87,754 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$813K +$27.5K +2,565 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$721K +$770K +71,926 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$710K +$215K +20,040 +39%
LSC
25
Logan Stone Capital
Illinois
$702K +$751K +70,108 New

NDMO Hedge Fund Activity: Q4 2024 in Review

86 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2024, worth a combined $94.3M — up 17% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NDMO positions and 7 closed out — a net gain of 24 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.64M. The largest seller was Sanctuary Advisors, cutting an estimated $989K.

  • 86 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $94.3M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2024, up 17% quarter-over-quarter.
  • 31 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of +24 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $5.64M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2024 was Sanctuary Advisors, an estimated $989K sold.

Based on aggregated 13F filings for Q4 2024.