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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

52 hedge funds and large institutions have $81.4M invested in Nuveen Ohio Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $77.3M → $81.4M (+$4.1M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 5452 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
26
Wellspring Financial Advisors
Ohio
$258K
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$245K
WDG
28
Wealth Dimensions Group
Ohio
$241K
DWP
29
Daymark Wealth Partners
Ohio
$233K +$233K +18,327 New
SIA
30
SkyView Investment Advisors
New Jersey
$231K
Osaic Holdings
31
Osaic Holdings
Arizona
$216K +$96.3K +7,556 +80%
KAS
32
Kestra Advisory Services
Texas
$211K +$51.4K +4,036 +32%
PFS
33
Prospera Financial Services
Texas
$205K +$701 +55 +0.3%
Walleye Capital
34
Walleye Capital
New York
$181K +$181K +14,236 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$174K -$32.3K -2,539 -16%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$155K -$15.9K -1,252 -9%
AW
37
Atlas Wealth
Ohio
$132K -$63K -4,945 -32%
JIR
38
James Investment Research
Ohio
$118K
ASN
39
Advisory Services Network
Georgia
$107K +$1.72K +135 +2%
PTC
40
Private Trust Company
Ohio
$57.7K -$3.57K -280 -6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$56K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$55.4K -$3.06K -240 -5%
AA
43
Ancora Advisors
Ohio
$38.1K -$45.5K -3,569 -54%
VanEck Associates
44
VanEck Associates
New York
$22K
JP Morgan Chase
45
JP Morgan Chase
New York
$18K +$18.4K +1,448 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$12.8K -$33.9K -2,660 -72%
NIC
47
Northwest Investment Counselors
Oregon
$10K
CA
48
Clearstead Advisors
Ohio
$8.26K -$6.37K -500 -43%
BC
49
Bartlett & Co
Ohio
$2K -$3.24M -254,657 -100%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$1.52K -$3.24M -254,657 -100%

NUO Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q1 2023, worth a combined $81.4M — up 5.3% from $77.3M a quarter earlier.

Fund positioning in NUO was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.26M. The largest seller was Bartlett & Co, cutting an estimated $3.24M.

  • 52 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $81.4M of Nuveen Ohio Quality Municipal Income Fund stock for Q1 2023, up 5.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $7.26M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q1 2023 was Bartlett & Co, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2023.