We are live on ! Find out more
NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

24 hedge funds and large institutions have $16M invested in Nuveen Ohio Quality Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $15.6M → $16M (+$401K)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1
James Investment Research
Ohio
$4.46M
B
2
Baird
Wisconsin
$2.57M +$3.27K +209 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$1.52M +$339K +21,672 +29%
BC
4
Bartlett & Co
Ohio
$1.29M -$2.66K -170 -0.2%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$745K +$79.4K +5,071 +12%
U
6
UBS
Switzerland
$704K -$46.8K -2,993 -6%
Wells Fargo
7
Wells Fargo
California
$666K +$140K +8,921 +27%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$616K
KeyBank National Association
9
KeyBank National Association
Ohio
$590K
US Bancorp
10
US Bancorp
Minnesota
$516K -$86.3K -5,517 -14%
LPL Financial
11
LPL Financial
California
$472K -$152K -9,710 -24%
VCAM
12
Van Cleef Asset Management
Ohio
$405K
AA
13
Ancora Advisors
Ohio
$360K
WB
14
WesBanco Bank
West Virginia
$232K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$229K
Bank of America
16
Bank of America
North Carolina
$216K -$7.76K -496 -3%
CA
17
Cetera Advisors
Colorado
$177K +$176K +11,272 New
FAM
18
Formidable Asset Management
Ohio
$124K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$38K
MAM
20
Meeder Asset Management
Ohio
$37K
CAL
21
Capital Analysts LLC
Pennsylvania
$35K +$34.8K +2,225 New
WA
22
Winfield Associates
Ohio
$15K
AIG
23
American International Group
New York
$9.87K +$157 +10 +2%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$7.87K +$7.83K +500 New
Northern Trust
25
Northern Trust
Illinois
$3K

NUO Hedge Fund Activity: Q2 2014 in Review

24 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q2 2014, worth a combined $16M — up 2.6% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NUO and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $339K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $302K sold.

  • 24 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q2 2014, down from 27 in Q1 2014.
  • Funds reported $16M of Nuveen Ohio Quality Municipal Income Fund stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 3 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q2 2014 and 6 closed out, a net change of -3 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q2 2014 was Morgan Stanley, an estimated $339K added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q2 2014 was Karpus Investment Management, an estimated $302K sold.

Based on aggregated 13F filings for Q2 2014.