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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

35 hedge funds and large institutions have $18.3M invested in Nuveen Ohio Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

35% more funds holding

Funds holding: 2635 (+9)

9% more capital invested

Capital invested by funds: $16.9M → $18.3M (+$1.44M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
35
Holders Change
+9
Holders Change %
+34.62%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.75M +$1.92M +126,088 +106%
B
2
Baird
Wisconsin
$2.51M -$24.4K -1,600 -1%
JIR
3
James Investment Research
Ohio
$2.27M
BC
4
Bartlett & Co
Ohio
$1.3M +$6.15K +403 +0.5%
WAM
5
Wolverine Asset Management
Illinois
$990K +$986K +64,625 New
Wells Fargo
6
Wells Fargo
California
$731K +$45.4K +2,979 +7%
UBS Group
7
UBS Group
Switzerland
$708K +$705K +46,217 New
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$657K -$72.2K -4,730 -10%
KeyBank National Association
9
KeyBank National Association
Ohio
$575K +$45.4K +2,976 +9%
LPL Financial
10
LPL Financial
California
$531K +$2.27K +149 +0.4%
MIG
11
Mariner Investment Group
New York
$527K +$525K +34,391 New
Bank of America
12
Bank of America
North Carolina
$446K -$102K -6,685 -19%
LCM
13
Laurion Capital Management
New York
$399K +$397K +26,012 New
VCAM
14
Van Cleef Asset Management
Ohio
$395K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$321K -$3.65K -239 -1%
US Bancorp
16
US Bancorp
Minnesota
$270K -$78.8K -5,165 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$254K -$344K -22,566 -58%
WB
18
WesBanco Bank
West Virginia
$225K
AA
19
Ancora Advisors
Ohio
$221K -$77.3K -5,070 -26%
IAMOG
20
Investors Asset Management of Georgia
Georgia
$204K +$203K +13,300 New
LCM
21
Landscape Capital Management
New Jersey
$201K +$200K +13,129 New
CA
22
Cetera Advisors
Colorado
$174K
W
23
Wealthquest
Ohio
$169K +$168K +11,009 New
WRM
24
Westport Resources Management
Connecticut
$126K +$126K +8,251 New
FAM
25
Formidable Asset Management
Ohio
$121K

NUO Hedge Fund Activity: Q4 2014 in Review

35 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q4 2014, worth a combined $18.3M — up 8.6% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUO positions and 2 closed out — a net gain of 11 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.92M. The largest seller was Commonwealth Equity Services, cutting an estimated $344K.

  • 35 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q4 2014, up from 26 in Q3 2014.
  • Funds reported $18.3M of Nuveen Ohio Quality Municipal Income Fund stock for Q4 2014, up 8.6% quarter-over-quarter.
  • 13 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q4 2014 and 2 closed out, a net change of +11 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $1.92M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q4 2014 was Commonwealth Equity Services, an estimated $344K sold.

Based on aggregated 13F filings for Q4 2014.