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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

27 hedge funds and large institutions have $14.7M invested in Nuveen Ohio Quality Municipal Income Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $14.9M → $14.7M (-$220K)

13% less funds holding

Funds holding: 3127 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1
James Investment Research
Ohio
$3.08M
B
2
Baird
Wisconsin
$2.24M +$1.68M +120,505 +298%
BC
3
Bartlett & Co
Ohio
$1.1M -$5.53K -396 -0.5%
U
4
UBS
Switzerland
$926K +$531K +38,011 +133%
Morgan Stanley
5
Morgan Stanley
New York
$834K -$152K -10,854 -15%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$614K -$19K -1,359 -3%
KIM
7
Karpus Investment Management
New York
$585K +$587K +42,000 New
WAM
8
Wolverine Asset Management
Illinois
$576K -$457K -32,692 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$536K -$21K -1,500 -4%
US Bancorp
10
US Bancorp
Minnesota
$531K -$181K -12,948 -25%
KeyBank National Association
11
KeyBank National Association
Ohio
$521K -$5.52K -395 -1%
LPL Financial
12
LPL Financial
California
$442K -$145K -10,371 -25%
AA
13
Ancora Advisors
Ohio
$408K
VCAM
14
Van Cleef Asset Management
Ohio
$358K
Wells Fargo
15
Wells Fargo
California
$300K +$22.3K +1,596 +8%
Bank of America
16
Bank of America
North Carolina
$289K -$94.6K -6,771 -25%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$235K -$846K -60,523 -78%
WB
18
WesBanco Bank
West Virginia
$205K -$34K -2,432 -14%
MIG
19
Mariner Investment Group
New York
$195K +$196K +14,000 New
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$167K
SG Americas Securities
21
SG Americas Securities
New York
$155K +$155K +11,107 New
FAM
22
Formidable Asset Management
Ohio
$115K
HNB
23
Huntington National Bank
Ohio
$114K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$82K
MAM
25
Meeder Asset Management
Ohio
$33K -$10.4K -744 -24%

NUO Hedge Fund Activity: Q4 2013 in Review

27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q4 2013, worth a combined $14.7M — down 1.5% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NUO and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Baird, adding an estimated $1.68M. The largest seller was PNC Financial Services Group, cutting an estimated $846K.

  • 27 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q4 2013, down from 31 in Q3 2013.
  • Funds reported $14.7M of Nuveen Ohio Quality Municipal Income Fund stock for Q4 2013, down 1.5% quarter-over-quarter.
  • 4 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q4 2013 and 8 closed out, a net change of -4 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q4 2013 was Baird, an estimated $1.68M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q4 2013 was PNC Financial Services Group, an estimated $846K sold.

Based on aggregated 13F filings for Q4 2013.