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NUO

Nuveen Ohio Quality Municipal Income Fund

Delisted

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

54 hedge funds and large institutions have $77.3M invested in Nuveen Ohio Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $56.5M → $77.3M (+$20.8M)

4% less funds holding

Funds holding: 5654 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
7
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$29.7M +$16.6M +1,356,929 +138%
SIA
2
Sit Investment Associates
Minnesota
$9.43M +$9.11M +743,110 New
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.23M
Morgan Stanley
4
Morgan Stanley
New York
$3.32M -$335K -27,351 -9%
BCWM
5
Bartlett & Co Wealth Management
Ohio
$3.23M -$381K -31,108 -11%
BC
6
Bartlett & Co
Ohio
$3.23M -$381K -31,108 -11%
RCM
7
Rivernorth Capital Management
Florida
$2.16M -$2.83M -230,528 -58%
UBS Group
8
UBS Group
Switzerland
$2.06M -$392K -31,945 -16%
LSC
9
Logan Stone Capital
Illinois
$1.73M +$279K +22,728 +20%
Wells Fargo
10
Wells Fargo
California
$1.64M -$109K -8,911 -6%
IA
11
IFP Advisors
Florida
$1.51M -$386K -31,508 -22%
MC
12
Matisse Capital
Oregon
$1.43M
SCM
13
Saba Capital Management
New York
$1.35M +$256K +20,911 +25%
WAM
14
Wolverine Asset Management
Illinois
$1.08M +$165K +13,443 +19%
Stifel Financial
15
Stifel Financial
Missouri
$1.08M -$148K -12,105 -12%
SWP
16
Stratos Wealth Partners
Ohio
$1M -$188K -15,350 -16%
LPL Financial
17
LPL Financial
California
$717K -$53.2K -4,341 -7%
Bank of America
18
Bank of America
North Carolina
$708K +$239K +19,469 +54%
VVP
19
Venture Visionary Partners
Ohio
$686K -$164K -13,346 -20%
AA
20
AQR Arbitrage
Connecticut
$650K -$24.6K -2,006 -4%
AIM
21
AHL Investment Management
Florida
$558K -$233K -18,973 -30%
MOS
22
MGO One Seven
Ohio
$531K -$261K -21,266 -34%
ACP
23
Aviance Capital Partners
Florida
$500K -$19.2K -1,568 -4%
DWM
24
Dakota Wealth Management
Florida
$480K +$464K +37,827 New
AC
25
Almitas Capital
California
$328K -$357K -29,150 -53%

NUO Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Ohio Quality Municipal Income Fund (NUO) for Q4 2022, worth a combined $77.3M — up 37% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NUO and 10 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 7 added.

The largest buyer was Karpus Investment Management, adding an estimated $16.6M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.83M.

  • 54 institutional investors held Nuveen Ohio Quality Municipal Income Fund (NUO) as of Q4 2022, down from 56 in Q3 2022.
  • Funds reported $77.3M of Nuveen Ohio Quality Municipal Income Fund stock for Q4 2022, up 37% quarter-over-quarter.
  • 10 funds opened new Nuveen Ohio Quality Municipal Income Fund positions in Q4 2022 and 12 closed out, a net change of -2 holders.
  • The largest Nuveen Ohio Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $16.6M added.
  • The largest Nuveen Ohio Quality Municipal Income Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2022.