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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 $15.6M invested in Nuveen Ohio Quality Municipal Income Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $14.7M → $15.6M (+$954K)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1
James Investment Research
Ohio
$4.34M
B
2
Baird
Wisconsin
$2.49M +$34.9K +2,375 +1%
BC
3
Bartlett & Co
Ohio
$1.25M +$47K +3,199 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.14M +$219K +14,909 +25%
U
5
UBS
Switzerland
$727K -$277K -18,836 -28%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$643K -$26.9K -1,833 -4%
LPL Financial
7
LPL Financial
California
$605K +$116K +7,918 +25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$596K +$9.98K +679 +2%
US Bancorp
9
US Bancorp
Minnesota
$583K +$1.43K +97 +0.3%
KeyBank National Association
10
KeyBank National Association
Ohio
$570K
Wells Fargo
11
Wells Fargo
California
$508K +$173K +11,800 +55%
VCAM
12
Van Cleef Asset Management
Ohio
$392K
AA
13
Ancora Advisors
Ohio
$348K -$94.8K -6,448 -22%
KIM
14
Karpus Investment Management
New York
$302K -$325K -22,143 -53%
WB
15
WesBanco Bank
West Virginia
$224K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$222K -$35.3K -2,400 -14%
Bank of America
17
Bank of America
North Carolina
$217K -$95.6K -6,505 -31%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$183K
FAM
19
Formidable Asset Management
Ohio
$125K
AllianceBernstein
20
AllianceBernstein
Tennessee
$54K +$52.2K +3,550 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$37K -$51.4K -3,500 -59%
MAM
22
Meeder Asset Management
Ohio
$36K
Deutsche Bank
23
Deutsche Bank
Germany
$20K +$19.6K +1,333 New
WA
24
Winfield Associates
Ohio
$15K
AIG
25
American International Group
New York
$9.4K +$88 +6 +1%

NUO Hedge Fund Activity: Q1 2014 in Review

27 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q1 2014, worth a combined $15.6M — up 6.5% from $14.7M a quarter earlier.

Fund positioning in NUO was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $219K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $576K sold.

  • 27 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $15.6M of Nuveen Ohio Quality Municipal Income Fund stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 3 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q1 2014 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q1 2014 was Morgan Stanley, an estimated $219K added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q1 2014 was Wolverine Asset Management, an estimated $576K sold.

Based on aggregated 13F filings for Q1 2014.