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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

40 hedge funds and large institutions have $48.4M invested in Nuveen Ohio Quality Municipal Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $40.7M → $48.4M (+$7.66M)

5% less funds holding

Funds holding: 4240 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$14.7M +$1.6M +115,833 +12%
AA
2
Ancora Advisors
Ohio
$8.27M +$7.14M +517,999 +548%
RJA
3
Raymond James & Associates
Florida
$5.08M +$528K +38,330 +11%
Morgan Stanley
4
Morgan Stanley
New York
$2.86M -$22.5K -1,634 -0.8%
Bank of America
5
Bank of America
North Carolina
$1.82M +$46.2K +3,352 +3%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.81M +$477K +34,624 +35%
BCWM
7
Bartlett & Co Wealth Management
Ohio
$1.57M +$16.9K +1,228 +1%
BC
8
Bartlett & Co
Ohio
$1.57M +$16.9K +1,228 +1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.16M -$28.8K -2,090 -2%
Wells Fargo
10
Wells Fargo
California
$1.01M +$104K +7,535 +11%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1M +$98.5K +7,149 +11%
LCM
12
Landscape Capital Management
New Jersey
$899K -$75.9K -5,511 -8%
UBS Group
13
UBS Group
Switzerland
$815K -$21.9K -1,592 -3%
MIG
14
Mariner Investment Group
New York
$674K
FWIA
15
Fort Washington Investment Advisors
Ohio
$580K
ACP
16
Aviance Capital Partners
Florida
$472K +$15.5K +1,127 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$433K +$149K +10,804 +51%
US Bancorp
18
US Bancorp
Minnesota
$424K +$433K +31,439 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$420K -$91.4K -6,631 -18%
MOS
20
MGO One Seven
Ohio
$400K +$409K +29,690 New
WB
21
WesBanco Bank
West Virginia
$345K +$27.6K +2,000 +8%
JIC
22
Johnson Investment Counsel
Ohio
$260K
Citadel Advisors
23
Citadel Advisors
Florida
$258K +$263K +19,118 New
AA
24
AQR Arbitrage
Connecticut
$244K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$209K -$15.5K -1,125 -7%

NUO Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q3 2018, worth a combined $48.4M — up 19% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NUO and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was Ancora Advisors, adding an estimated $7.14M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $641K sold.

  • 40 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q3 2018, down from 42 in Q2 2018.
  • Funds reported $48.4M of Nuveen Ohio Quality Municipal Income Fund stock for Q3 2018, up 19% quarter-over-quarter.
  • 6 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q3 2018 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q3 2018 was Ancora Advisors, an estimated $7.14M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q3 2018 was Robinson Capital Management, an estimated $641K sold.

Based on aggregated 13F filings for Q3 2018.