Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN DYNAMIC MUN OPPORTUNI (NDMO)

72 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — NDMO

Based on 72 hedge funds · latest filing: 2025 Q4 · 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 — 86% of 3.0Y peak

86% of all-time peak
72 funds currently hold this stock — 86% 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
12 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.
🟡

Slight buying edge — 55% buying

37 buying30 selling
Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 36% medium ■ 18% new
33 out of 72 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.
📈

Growing discovery — still being found

30 → 8 → 12 → 10 → 13 new funds/Q
New funds entering each quarter: 8 → 12 → 10 → 13. A growing number of institutions are discovering NDMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 21% 1-2yr ■ 24% new
Of 72 current holders: 40 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
9 of 72 holders are among the 100 largest funds by AUM, controlling 52% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: NDMO
2026 Q1 Stats Unlock in 12 days 72 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 70 2.86%
13F Shares 10M 9M 12.81%
Total Value $101M $92M 9.45%
New Positions 13 10 +3
Increased Positions 24 30 -6
Closed Positions 11 16 -5
Reduced Positions 19 11 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NDMO

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

72 + investors

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

Top 25 institutional holders of NDMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tyche Wealth Partners LLC 0.47% 293,493 $3.0M
2 PRIMORIS WEALTH ADVISORS, LLC 0.39% 54,541 $561K
3 Aurora Private Wealth, Inc. 0.22% 30,037 —
4 River Street Advisors LLC 0.17% 48,146 $495K
5 REGATTA CAPITAL GROUP, LLC 0.16% 101,713 $1.0M
6 BAYBAN 0.13% 15,000 $154K
7 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11% 24,811 $255K
8 Congress Park Capital LLC 0.09% 30,000 $309K
9 MELFA WEALTH MANAGEMENT, INC. 0.09% 14,528 $149K
10 MRA Advisory Group 0.05% 12,746 $131K
11 STEPHENS INC /AR/ 0.05% 375,160 $3.9M
12 NBC SECURITIES, INC. 0.04% 58,216 $599K
13 SYKON CAPITAL LLC 0.04% 11,250 $116K
14 Patriot Financial Group Insurance Agency, LLC 0.02% 38,052 $392K
15 WEDBUSH SECURITIES INC 0.02% 70,862 —
16 Vision Retirement, LLC 0.02% 6,875 $71K
17 PFG Investments, LLC 0.02% 39,565 $407K
18 Apollon Wealth Management, LLC 0.00% 29,050 $299K
19 HighTower Advisors, LLC 0.00% 272,170 $2.8M
20 HIGHLINE WEALTH PARTNERS LLC 0.00% 1,000 $10K
21 FNY Investment Advisers, LLC 0.00% 600 —
22 Wealthcare Advisory Partners LLC 0.00% 10,000 $103K
23 Sanctuary Advisors, LLC 0.00% 35,324 $363K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 117,214 $1.2M
25 Concurrent Investment Advisors, LLC 0.00% 13,389 $138K
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?

Slight buying edge — 55% buying: Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NDMO holders?

Elite ownership — 52% AUM from top-100 funds: 9 of 72 holders are among the 100 largest funds by AUM, controlling 52% 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?

46% of holders stayed for 2+ years: 33 out of 72 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.