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NUO

Nuveen Ohio Quality Municipal Income Fund
NUO

Delisted

NUO was delisted on the 14th of April, 2023.

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43 hedge funds and large institutions have $86.2M invested in Nuveen Ohio Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $80.2M → $86.2M (+$5.96M)

2% less funds holding

Funds holding: 44 → 43 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.28M
2
SIA
Sit Investment Associates
Minnesota
+$901K
3
LNC
Lincoln National Corp
Pennsylvania
+$193K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$192K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$180K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.29M
2
RJA
Raymond James & Associates
Florida
-$570K
3
KIM
Karpus Investment Management
New York
-$366K
4
Morgan Stanley
Morgan Stanley
New York
-$360K
5
TFCP
Twin Focus Capital Partners
Massachusetts
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$335K +$8.05K +500 +3%
WA
27
Winfield Associates
Ohio
$326K – – –
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$316K +$2.37K +147 +0.8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$310K +$4.02K +250 +1%
WFA
30
Wellspring Financial Advisors
Ohio
$291K +$121K +7,500 +73%
HI
31
Harbour Investments
Wisconsin
$231K +$43.5K +2,700 +24%
LNC
32
Lincoln National Corp
Pennsylvania
$196K +$193K +12,000 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$184K +$180K +11,210 New
JIR
34
James Investment Research
Ohio
$163K +$35.4K +2,200 +28%
ASN
35
Advisory Services Network
Georgia
$154K +$151K +9,404 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$105K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$103K +$2.53K +157 +3%
SWM
38
Spire Wealth Management
Virginia
$82K – – –
SB
39
Strategic Blueprint
Georgia
$57K +$56.5K +3,511 New
AA
40
Ancora Advisors
Ohio
$46K – – –
CWC
41
Carolinas Wealth Consulting
North Carolina
$24K – – –
HNB
42
Huntington National Bank
Ohio
$18K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
TFCP
44
Twin Focus Capital Partners
Massachusetts
– -$351K -22,512 Closed
GC
45
Guggenheim Capital
Illinois
– -$171K -10,959 Closed
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
– -$88K -5,674 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$57K -3,642 Closed
CA
48
Clearstead Advisors
Ohio
– -$16K -1,016 Closed
AF
49
Advisornet Financial
Minnesota
– -$11K -686 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– +$16 +1 New
1
2

NUO Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q2 2021, worth a combined $86.2M — up 7.4% from $80.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUO and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 22 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.28M. The largest seller was Saba Capital Management, cutting an estimated $1.29M.

  • 43 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q2 2021, down from 44 in Q1 2021.
  • Funds reported $86.2M of Nuveen Ohio Quality Municipal Income Fund stock for Q2 2021, up 7.4% quarter-over-quarter.
  • 5 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q2 2021 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $3.28M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q2 2021 was Saba Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2021.