Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Dynamic Mun Opportuni (NDMO)

65 + Investors. Track Smart Money conviction in NDMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — NDMO

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NDMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 77% of 3.0Y peak

77% of all-time peak
65 funds currently hold this stock — 77% of the 3.0-year high of 84 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold NDMO compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 65% buying

39 buying21 selling
Last quarter: 39 funds were net buyers (9 opened a brand new position + 30 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 26% medium ■ 14% new
39 out of 65 hedge funds have held NDMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

12 → 10 → 14 → 8 → 9 new funds/Q
New funds entering each quarter: 10 → 14 → 8 → 9. NDMO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 63% veterans vs 14% newcomers

■ 63% veterans ■ 23% 1-2yr ■ 14% new
Entry-cohort mix of 65 holders: 41 (63%) are 2+ year veterans, 15 entered 1–2 years ago, and 9 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
9 of 65 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NDMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NDMO

In 2026 Q2, 39 hedge funds were net buyers of NDMO (9 opened a new position, 30 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 58% of total institutional value in NDMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: NDMO

How many hedge funds hold NDMO — quarterly history vs. share price
Quarterly hedge fund ownership of NDMO vs. share price

Market Analysis: NDMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NDMO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NDMO
65 + Investors

Track Smart Money conviction in NDMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 65 62 4.84%
13F Shares 10M 10M -0.54%
Total Value $99M $95M 4.06%
New Positions 9 8 +1
Increased Positions 30 26 +4
Closed Positions 6 19 -13
Reduced Positions 15 12 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NDMO

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Institutional Holders (2026 Q2)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NDMO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NDMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tyche Wealth Partners LLC 0.43% 293,874 $3.1M
2 Primoris Wealth Advisors, LLC 0.26% 54,582 $568K
3 River Street Advisors LLC 0.15% 48,146 $501K
4 Regatta Capital Group, LLC 0.14% 101,713 $1.1M
5 Thurston, Springer, Miller, Herd & Titak, INC. 0.10% 25,259 $263K
6 Guggenheim Capital LLC 0.09% 1,379,401 $14.4M
7 Congress Park Capital LLC 0.08% 30,000 $312K
8 Melfa Wealth Management, INC. 0.08% 14,528 $151K
9 Mpwm Advisory Solutions, LLC 0.07% 14,160 $147K
10 Lanark Financial, INC. 0.05% 70,046 $729K
11 MRA Advisory Group 0.05% 12,941 $135K
12 Worth Asset Management, LLC 0.04% 13,460 $140K
13 Sykon Capital LLC 0.04% 11,250 $117K
14 Patriot Financial Group Insurance Agency, LLC 0.02% 19,159 $199K
15 Advisors Asset Management, Inc. 0.02% 114,033 $1.2M
16 Vision Retirement, LLC 0.02% 6,875 $72K
17 PFG Investments, LLC 0.02% 39,666 $413K
18 Stephens Inc /Ar/ 0.01% 120,000 $1.2M
19 Venture Visionary Partners LLC 0.01% 18,284 $190K
20 Savvy Advisors, Inc. 0.00% 19,962 $208K
21 Mgo One Seven LLC 0.00% 24,945 $260K
22 &Partners 0.00% 95,811 $997K
23 Apollon Wealth Management, LLC 0.00% 29,050 $302K
24 Sanctuary Advisors, LLC 0.00% 69,711 $726K
25 HighTower Advisors, LLC 0.00% 292,789 $3.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Dynamic Mun Opportuni (NDMO)

What does the Smart Money Trend signal show for NDMO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NDMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NDMO?

More buyers than sellers — 65% buying: Last quarter: 39 funds were net buyers (9 opened a brand new position + 30 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NDMO holders?

Elite ownership — 58% AUM from top-100 funds: 9 of 65 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in NDMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NDMO?

60% of holders stayed for 2+ years: 39 out of 65 hedge funds have held NDMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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