Nuveen Ohio Quality Municipal Income Fund
NUO
NUO was delisted on the 14th of April, 2023.
56 hedge funds and large institutions have $56.5M invested in Nuveen Ohio Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
2% less funds holding
Funds holding: 57 → 56 (-1)
6% less capital invested
Capital invested by funds: $60.3M → $56.5M (-$3.87M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.45M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$519K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$443K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$335K |
| 5 |
LPL Financial
San Diego,
California
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$610K |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$547K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$547K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$405K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $15K | -$284K | -22,250 | -94% |
|
52
Rockefeller Capital Management
New York
| $14K | – | – | – |
|
|
TSWM
53
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $12K | – | – | – |
|
|
CA
54
Clearstead Advisors
Cleveland,
Ohio
| $8K | +$8.3K | +650 | New |
|
|
UB
55
UMB Bank
Kansas City,
Missouri
| $6K | – | – | – |
|
|
FIA
56
FNY Investment Advisers
New York
| $1K | – | – | – |
|
|
MOS
57
MGO One Seven
Beachwood,
Ohio
| $538 | +$519K | +40,645 | +181% |
|
|
KF
58
Krilogy Financial
St. Louis,
Missouri
| – | -$289K | -22,835 | Closed |
|
|
EA
59
Ellsworth Advisors
Hudson,
Ohio
| – | -$190K | -15,000 | Closed |
|
|
RJA
60
Raymond James & Associates
St Petersburg,
Florida
| – | -$142K | -11,233 | Closed |
|
|
CA
61
CoreCap Advisors
Southfield,
Michigan
| – | -$27K | -2,149 | Closed |
|
|
SWM
62
Spire Wealth Management
Mclean,
Virginia
| – | -$21K | -1,663 | Closed |
|
NUO Hedge Fund Activity: Q3 2022 in Review
56 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q3 2022, worth a combined $56.5M — down 6.4% from $60.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NUO and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.
The largest buyer was IFP Advisors, adding an estimated $1.45M. The largest seller was Wells Fargo, cutting an estimated $610K.
- 56 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q3 2022, down from 57 in Q2 2022.
- Funds reported $56.5M of Nuveen Ohio Quality Municipal Income Fund stock for Q3 2022, down 6.4% quarter-over-quarter.
- 4 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q3 2022 was IFP Advisors, an estimated $1.45M added.
- The largest Nuveen Ohio Quality Municipal Income Fund seller in Q3 2022 was Wells Fargo, an estimated $610K sold.
Based on aggregated 13F filings for Q3 2022.