Nuveen Arizona Quality Municipal Income Fund
NAZ
34 hedge funds and large institutions have $13.4M invested in Nuveen Arizona Quality Municipal Income Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
14% more capital invested
Capital invested by funds: $11.8M → $13.4M (+$1.67M)
13% more funds holding
Funds holding: 30 → 34 (+4)
1.97% more ownership
Funds ownership: 7.87% → 9.84% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.33M |
| 2 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$1.19M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$613K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$484K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$791K |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$371K |
| 3 |
Morgan Stanley
New York
|
-$224K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$218K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| $24K | +$25.4K | +2,050 | New |
|
|
GI
27
Gradient Investments
Arden Hills,
Minnesota
| $23K | – | – | – |
|
|
ACS
28
Archford Capital Strategies
Swansea,
Illinois
| $20K | – | – | – |
|
|
PO
29
Private Ocean
San Rafael,
California
| $14K | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $13K | – | – | – |
|
|
IF
31
Ironwood Financial
Tucson,
Arizona
| $12K | – | – | – |
|
|
APP
32
Avantax Planning Partners
Dubuque,
Iowa
| $12K | +$12.3K | +991 | New |
|
|
FIA
33
FNY Investment Advisers
New York
| $11K | +$11.8K | +951 | +2,113% |
|
|
WA
34
WealthTrust-Arizona
Scottsdale,
Arizona
| $7K | – | – | – |
|
|
FMWA
35
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| – | -$371K | -28,947 | Closed |
|
|
DA
36
Doliver Advisors
Houston,
Texas
| – | -$138K | -10,756 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -100 | Closed |
|
NAZ Hedge Fund Activity: Q3 2018 in Review
34 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2018, worth a combined $13.4M — up 14% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NAZ positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $1.33M. The largest seller was Laurion Capital Management, cutting an estimated $791K.
- 34 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2018, up from 30 in Q2 2018.
- Funds reported $13.4M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2018, up 14% quarter-over-quarter.
- 7 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2018 and 3 closed out, a net change of +4 holders.
- The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2018 was Matisse Capital, an estimated $1.33M added.
- The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2018 was Laurion Capital Management, an estimated $791K sold.
Based on aggregated 13F filings for Q3 2018.