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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

42 hedge funds and large institutions have $40.7M invested in Nuveen Ohio Quality Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $33M → $40.7M (+$7.76M)

5% more funds holding

Funds holding: 4042 (+2)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$13.4M +$3.71M +270,309 +39%
RJA
2
Raymond James & Associates
Florida
$4.7M -$10.6K -776 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.97M -$297K -21,628 -9%
Bank of America
4
Bank of America
North Carolina
$1.82M -$65.3K -4,763 -3%
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.6M +$165K +12,004 +12%
BC
6
Bartlett & Co
Ohio
$1.6M +$165K +12,004 +12%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.38M +$413K +30,129 +43%
AA
8
Ancora Advisors
Ohio
$1.31M +$1.3M +94,519 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.22M -$77.3K -5,637 -6%
LCM
10
Landscape Capital Management
New Jersey
$1M +$249K +18,157 +34%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$934K +$386K +28,160 +72%
Wells Fargo
12
Wells Fargo
California
$932K +$66.2K +4,828 +8%
UBS Group
13
UBS Group
Switzerland
$861K +$292K +21,323 +52%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$804K +$291K +21,224 +58%
MIG
15
Mariner Investment Group
New York
$694K +$685K +49,958 New
RCM
16
Robinson Capital Management
Michigan
$641K -$68.6K -5,000 -10%
FWIA
17
Fort Washington Investment Advisors
Ohio
$598K -$50.7K -3,700 -8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$524K +$517K +37,723 New
ACP
19
Aviance Capital Partners
Florida
$469K +$464K +33,811 New
WB
20
WesBanco Bank
West Virginia
$328K +$137K +10,000 +74%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$295K +$65.3K +4,758 +29%
JIC
22
Johnson Investment Counsel
Ohio
$268K -$141K -10,251 -35%
AA
23
AQR Arbitrage
Connecticut
$251K +$27.6K +2,010 +13%
KeyBank National Association
24
KeyBank National Association
Ohio
$249K -$215K -15,678 -47%
DA
25
Doliver Advisors
Texas
$236K -$47.4K -3,459 -17%

NUO Hedge Fund Activity: Q2 2018 in Review

42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q2 2018, worth a combined $40.7M — up 24% from $33M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUO positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.71M. The largest seller was Morgan Stanley, cutting an estimated $297K.

  • 42 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q2 2018, up from 40 in Q1 2018.
  • Funds reported $40.7M of Nuveen Ohio Quality Municipal Income Fund stock for Q2 2018, up 24% quarter-over-quarter.
  • 8 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q2 2018 and 5 closed out, a net change of +3 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $3.71M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q2 2018 was Morgan Stanley, an estimated $297K sold.

Based on aggregated 13F filings for Q2 2018.