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Nuveen Arizona Quality Municipal Income Fund
NAZ

40 hedge funds and large institutions have $14.4M invested in Nuveen Arizona Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

21% more funds holding

Funds holding: 33 → 40 (+7)

7% more capital invested

Capital invested by funds: $13.4M → $14.4M (+$999K)

0.96% more ownership

Funds ownership: 10.62% → 11.58% (+0.96%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$764K
2
LSC
Logan Stone Capital
Illinois
+$326K
3
Northern Trust
Northern Trust
Illinois
+$281K
4
ACA
Ackerman Capital Advisors
Texas
+$257K
5
AA
AQR Arbitrage
Connecticut
+$213K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$276K
2
Morgan Stanley
Morgan Stanley
New York
-$272K
3
FM
Family Management
New York
-$237K
4
MML Investors Services
MML Investors Services
Massachusetts
-$164K
5
Wells Fargo
Wells Fargo
California
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
26
ICA Group Wealth Management
Colorado
$153K – – –
KAS
27
Kestra Advisory Services
Texas
$152K +$153K +14,181 New
BWP
28
Balboa Wealth Partners
Arizona
$124K -$11K -1,020 -8%
Stifel Financial
29
Stifel Financial
Missouri
$115K +$116K +10,739 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$113K +$48.6K +4,500 +75%
SCM
31
Saba Capital Management
New York
$113K +$113K +10,479 New
DWT
32
Dorsey & Whitney Trust
South Dakota
$111K – – –
NCM
33
Northside Capital Management
Oregon
$111K – – –
SCA
34
STALEY CAPITAL ADVISERS
Pennsylvania
$108K – – –
UBS Group
35
UBS Group
Switzerland
$107K -$116K -10,732 -52%
Osaic Holdings
36
Osaic Holdings
Arizona
$97.8K +$108 +10 +0.1%
AF
37
Allworth Financial
California
$39.8K – – –
HCM
38
Hollencrest Capital Management
California
$29.8K – – –
TIM
39
Tortoise Investment Management
New York
$8.62K +$22 +2 +0.3%
FIA
40
FNY Investment Advisers
New York
$1K – – –
FM
41
Family Management
New York
– -$237K -20,991 Closed
MML Investors Services
42
MML Investors Services
Massachusetts
– -$164K -14,510 Closed
1
2

NAZ Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2023, worth a combined $14.4M — up 7.4% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NAZ positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $764K. The largest seller was LPL Financial, cutting an estimated $276K.

  • 40 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $14.4M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2023 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2023 was Matisse Capital, an estimated $764K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2023 was LPL Financial, an estimated $276K sold.

Based on aggregated 13F filings for Q2 2023.