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Nuveen Arizona Quality Municipal Income Fund
NAZ

36 hedge funds and large institutions have $14.4M invested in Nuveen Arizona Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 11.42% → 11.1% (-0.32%)

3% less funds holding

Funds holding: 37 → 36 (-1)

13% less capital invested

Capital invested by funds: $16.5M → $14.4M (-$2.19M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$653K
2
UBS Group
UBS Group
Switzerland
+$182K
3
ACA
Ackerman Capital Advisors
Texas
+$127K
4
LCM
Landscape Capital Management
New Jersey
+$126K
5
WWM
Western Wealth Management
Colorado
+$120K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$660K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$292K
3
IGWM
ICA Group Wealth Management
Colorado
-$178K
4
Wells Fargo
Wells Fargo
California
-$164K
5
KAS
Kestra Advisory Services
Texas
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
26
Dorsey & Whitney Trust
South Dakota
$116K – – –
NCM
27
Northside Capital Management
Oregon
$116K – – –
SCA
28
STALEY CAPITAL ADVISERS
Pennsylvania
$112K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$90K -$77.8K -6,486 -45%
PTC
30
Private Trust Company
Ohio
$68K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$67K -$144K -12,029 -67%
CA
32
CoreCap Advisors
Michigan
$44.6K +$48K +4,000 New
AF
33
Allworth Financial
California
$41.3K – – –
HCM
34
Hollencrest Capital Management
California
$31K +$33.3K +2,775 New
HNWAG
35
High Net Worth Advisory Group
Florida
$25.7K – – –
TIM
36
Tortoise Investment Management
New York
$4.46K – – –
Bank of New York Mellon
37
Bank of New York Mellon
New York
– -$292K -23,353 Closed
IGWM
38
ICA Group Wealth Management
Colorado
– -$178K -14,200 Closed
KAS
39
Kestra Advisory Services
Texas
– -$155K -12,374 Closed
SLA
40
Silver Lake Advisory
Utah
– -$155K -12,356 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– -$14K -1,147 Closed
FIA
42
FNY Investment Advisers
New York
– -$1K -100 Closed
1
2

NAZ Hedge Fund Activity: Q4 2022 in Review

36 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2022, worth a combined $14.4M — down 13% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NAZ and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $653K. The largest seller was LPL Financial, cutting an estimated $660K.

  • 36 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2022, down from 37 in Q3 2022.
  • Funds reported $14.4M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2022, down 13% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2022 was Wolverine Asset Management, an estimated $653K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2022 was LPL Financial, an estimated $660K sold.

Based on aggregated 13F filings for Q4 2022.