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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

31 hedge funds and large institutions have $14.9M invested in Nuveen Ohio Quality Municipal Income Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 3131 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

35% less capital invested

Capital invested by funds: $22.9M → $14.9M (-$8.03M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1
James Investment Research
Ohio
$2.7M
BC
2
Bartlett & Co
Ohio
$1.11M +$267K +18,723 +31%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.09M -$25.6K -1,800 -2%
WAM
4
Wolverine Asset Management
Illinois
$1.04M +$434K +30,492 +70%
Morgan Stanley
5
Morgan Stanley
New York
$994K +$205K +14,355 +25%
US Bancorp
6
US Bancorp
Minnesota
$718K +$214K +15,000 +42%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$638K -$39.5K -2,772 -6%
LPL Financial
8
LPL Financial
California
$578K -$150K -10,551 -20%
B
9
Baird
Wisconsin
$568K +$10.7K +749 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$562K -$59.9K -4,206 -10%
KeyBank National Association
11
KeyBank National Association
Ohio
$532K -$16.4K -1,150 -3%
AA
12
Ancora Advisors
Ohio
$412K -$12.8K -900 -3%
LOM
13
Loeb Offshore Management
New York
$408K +$414K +29,033 New
U
14
UBS
Switzerland
$401K -$3.81K -267 -0.9%
SIA
15
Sit Investment Associates
Minnesota
$389K -$5.8M -406,906 -94%
Bank of America
16
Bank of America
North Carolina
$387K +$106K +7,437 +37%
TC
17
TFS Capital
Pennsylvania
$369K -$387K -27,124 -51%
VCAM
18
Van Cleef Asset Management
Ohio
$362K
VKH
19
Virtu KCG Holdings
New York
$319K +$323K +22,678 New
Wells Fargo
20
Wells Fargo
California
$281K +$78.7K +5,523 +38%
WB
21
WesBanco Bank
West Virginia
$241K -$10.9K -766 -4%
DA
22
Doliver Advisors
Texas
$180K -$567K -39,765 -76%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$169K +$171K +12,000 New
HNB
24
Huntington National Bank
Ohio
$134K
FAM
25
Formidable Asset Management
Ohio
$112K +$113K +7,908 New

NUO Hedge Fund Activity: Q3 2013 in Review

31 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q3 2013, worth a combined $14.9M — down 35% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUO positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $434K. The largest seller was Sit Investment Associates, cutting an estimated $5.8M.

  • 31 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $14.9M of Nuveen Ohio Quality Municipal Income Fund stock for Q3 2013, down 35% quarter-over-quarter.
  • 5 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q3 2013 was Wolverine Asset Management, an estimated $434K added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q3 2013 was Sit Investment Associates, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2013.