Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Dynamic Mun Opportuni (NDMO)

62 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — NDMO

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NDMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
62 funds currently hold this stock — 74% 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 — 21% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold NDMO compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

34 buying30 selling
Last quarter: 34 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 — ~8 new funds per quarter

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

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 32% medium ■ 13% new
34 out of 62 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.
➡️

Steady discovery — ~8 new funds/quarter

8 → 12 → 10 → 13 → 8 new funds/Q
New funds entering each quarter: 12 → 10 → 13 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 16% newcomers

■ 56% veterans ■ 27% 1-2yr ■ 16% new
Entry-cohort mix of 62 holders: 35 (56%) are 2+ year veterans, 17 entered 1–2 years ago, and 10 (16%) 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
11 of 62 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.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 Q1, 34 hedge funds were net buyers of NDMO (8 opened a new position, 26 added to an existing one), while 30 reduced or exited (12 trimmed, 18 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 58% of total institutional value in NDMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 62.

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.

Is It Too Late to Buy Nuveen Dynamic Mun Opportuni (NDMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NDMO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
NDMO
+1.3%
XLF
+8.8%

NDMO outperformed XLF by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
NDMO
+2.2%
XLF
+5.1%

Since the filing became public, NDMO outperformed XLF by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.4
/ 10
conviction
Hedge Fund Positioning: NDMO
62 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 72 -13.89%
13F Shares 10M 10M -1.4%
Total Value $95M $101M -5.06%
New Positions 8 13 -5
Increased Positions 26 24 +2
Closed Positions 18 11 +7
Reduced Positions 12 19 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NDMO

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

62 + 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 Q1 · 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 River Street Advisors LLC 0.17% 48,146 $495K
4 Regatta Capital Group, LLC 0.16% 101,713 $1.0M
5 Bayban 0.13% 15,000 $154K
6 Guggenheim Capital LLC 0.12% 1,447,355 $14.9M
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 Mpwm Advisory Solutions, LLC 0.08% 15,182 $156K
11 MRA Advisory Group 0.05% 12,746 $131K
12 Stephens Inc /Ar/ 0.05% 375,160 $3.9M
13 Nbc Securities, INC. 0.04% 58,216 $599K
14 Sykon Capital LLC 0.04% 11,250 $116K
15 Patriot Financial Group Insurance Agency, LLC 0.02% 38,052 $392K
16 Vision Retirement, LLC 0.02% 6,875 $71K
17 PFG Investments, LLC 0.02% 39,565 $407K
18 Independent Advisor Alliance 0.01% 121,315 $1.2M
19 &Partners 0.01% 112,701 $1.2M
20 Savvy Advisors, Inc. 0.01% 19,962 $205K
21 Mgo One Seven LLC 0.01% 25,165 $259K
22 Apollon Wealth Management, LLC 0.00% 29,050 $299K
23 HighTower Advisors, LLC 0.00% 272,170 $2.8M
24 Highline Wealth Partners LLC 0.00% 1,000 $10K
25 Wells Fargo & Company/Mn 0.00% 1,316,001 $13.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NDMO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NDMO?

Slight buying edge — 53% buying: Last quarter: 34 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 — 58% AUM from top-100 funds: 11 of 62 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?

55% of holders stayed for 2+ years: 34 out of 62 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.

Is it too late to buy Nuveen Dynamic Mun Opportuni (NDMO) following the 2026 Q1 hedge fund 13F filings?

As of today, NDMO has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), NDMO has gained +1.3% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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