Nuveen Ohio Quality Municipal Income Fund
NUO
NUO was delisted on the 14th of April, 2023.
35 hedge funds and large institutions have $29.2M invested in Nuveen Ohio Quality Municipal Income Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 32 → 35 (+3)
8% more capital invested
Capital invested by funds: $26.9M → $29.2M (+$2.25M)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.06M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$943K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$268K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$198K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$526K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$476K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$207K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$167K |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $85K | -$4.78K | -322 | -5% |
|
|
JIR
27
James Investment Research
Alpha,
Ohio
| $81K | +$72.1K | +4,850 | +693% |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $72K | -$57.2K | -3,849 | -44% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $44K | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $38K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $22K | -$9.58K | -645 | -30% |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $19K | – | – | – |
|
|
AA
33
AlphaMark Advisors
Ft. Wright,
Kentucky
| $16K | +$178 | +12 | +1% |
|
|
WA
34
Winfield Associates
Cleveland,
Ohio
| $15K | – | – | – |
|
|
GFP
35
Gryphon Financial Partners
Columbus,
Ohio
| $12K | +$12.4K | +837 | New |
|
|
AIM
36
Advantage Investment Management
Cedar Rapids,
Iowa
| $8K | – | – | – |
|
|
MIG
37
Mariner Investment Group
Harrison,
New York
| – | -$526K | -34,898 | Closed |
|
|
FAM
38
Formidable Asset Management
Cincinnati,
Ohio
| – | -$167K | -11,061 | Closed |
|
NUO Hedge Fund Activity: Q4 2017 in Review
35 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q4 2017, worth a combined $29.2M — up 8.3% from $26.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NUO positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.06M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $526K sold.
- 35 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $29.2M of Nuveen Ohio Quality Municipal Income Fund stock for Q4 2017, up 8.3% quarter-over-quarter.
- 5 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $2.06M added.
- The largest Nuveen Ohio Quality Municipal Income Fund seller in Q4 2017 was Mariner Investment Group, an estimated $526K sold.
Based on aggregated 13F filings for Q4 2017.