Nuveen Arizona Quality Municipal Income Fund
NAZ
34 hedge funds and large institutions have $22.3M invested in Nuveen Arizona Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $19M → $22.3M (+$3.36M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1.6% more ownership
Funds ownership: 10.46% → 12.06% (+1.6%)
0% more funds holding
Funds holding: 34 → 34 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$692K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$139K |
| 3 |
Morgan Stanley
New York
|
+$87.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.4K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$190K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$185K |
| 3 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
-$181K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$159K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$69.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
26
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $160K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $117K | -$23K | -1,449 | -17% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $112K | +$111K | +6,973 | New |
|
|
TCWM
29
Total Clarity Wealth Management
St. Charles,
Illinois
| $80K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $38K | +$63 | +4 | +0.2% |
|
|
HNWAG
31
High Net Worth Advisory Group
Naples,
Florida
| $37K | +$36.5K | +2,300 | New |
|
|
CFGS
32
Concourse Financial Group Securities
Birmingham,
Alabama
| $34K | +$33.9K | +2,140 | New |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | – | – | – |
|
|
TIM
34
Tortoise Investment Management
White Plains,
New York
| $6K | – | – | – |
|
|
1WA
35
180 Wealth Advisors
Federal Way,
Washington
| – | -$181K | -11,321 | Closed |
|
|
36
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$159K | -10,147 | Closed |
|
|
IF
37
Ironwood Financial
Tucson,
Arizona
| – | -$16K | -1,000 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$3K | -200 | Closed |
|
NAZ Hedge Fund Activity: Q4 2021 in Review
34 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2021, worth a combined $22.3M — up 18% from $19M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NAZ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $692K. The largest seller was Raymond James & Associates, cutting an estimated $190K.
- 34 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $22.3M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2021, up 18% quarter-over-quarter.
- 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2021 and 4 closed out, a net change of +1 holder.
- The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2021 was LPL Financial, an estimated $692K added.
- The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2021 was Raymond James & Associates, an estimated $190K sold.
Based on aggregated 13F filings for Q4 2021.