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Nuveen Arizona Quality Municipal Income Fund
NAZ

35 hedge funds and large institutions have $20.2M invested in Nuveen Arizona Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $14.6M → $20.2M (+$5.55M)

3.14% more ownership

Funds ownership: 13.1% → 16.24% (+3.1%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

13% less funds holding

Funds holding: 40 → 35 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$2.97M
2
LSC
Logan Stone Capital
Illinois
+$834K
3
1W
1776 Wealth
Georgia
+$587K
4
MC
Matisse Capital
Oregon
+$268K
5
LCM
Landscape Capital Management
New Jersey
+$145K

Top Sellers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
-$228K
2
BCWM
Bartlett & Co Wealth Management
Ohio
-$228K
3
DAS
Dynamic Advisor Solutions
Arizona
-$178K
4
MIM
Meixler Investment Management
Arizona
-$146K
5
MWM
Meridian Wealth Management
Kentucky
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$119K -$10.8K -1,080 -9%
SWP
27
Stratos Wealth Partners
Ohio
$117K -$128K -12,737 -54%
Stifel Financial
28
Stifel Financial
Missouri
$115K – – –
BWP
29
Balboa Wealth Partners
Arizona
$109K -$13.3K -1,325 -11%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$107K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$102K -$55.2K -5,495 -37%
UBS Group
32
UBS Group
Switzerland
$45.1K -$20.3K -2,024 -32%
AF
33
Allworth Financial
California
$39.6K – – –
HCM
34
Hollencrest Capital Management
California
$29.7K – – –
TIM
35
Tortoise Investment Management
New York
$8.63K +$20 +2 +0.2%
DAS
36
Dynamic Advisor Solutions
Arizona
– -$178K -18,501 Closed
MWM
37
Meridian Wealth Management
Kentucky
– -$138K -14,300 Closed
KAS
38
Kestra Advisory Services
Texas
– -$123K -12,808 Closed
DWT
39
Dorsey & Whitney Trust
South Dakota
– -$99.9K -10,371 Closed
NCM
40
Northside Capital Management
Oregon
– -$99.9K -10,371 Closed
VF
41
Virtu Financial
New York
– -$99K -10,302 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
– -$6.15K -639 Closed
1
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NAZ Hedge Fund Activity: Q4 2023 in Review

35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2023, worth a combined $20.2M — up 38% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NAZ and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Saba Capital Management, adding an estimated $2.97M. The largest seller was Bartlett & Co, cutting an estimated $228K.

  • 35 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $20.2M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2023, up 38% quarter-over-quarter.
  • 3 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2023 and 8 closed out, a net change of -5 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2023 was Saba Capital Management, an estimated $2.97M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2023 was Bartlett & Co, an estimated $228K sold.

Based on aggregated 13F filings for Q4 2023.