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Nuveen Arizona Quality Municipal Income Fund

23 hedge funds and large institutions have $8.09M invested in Nuveen Arizona Quality Municipal Income Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

21% more funds holding

Funds holding: 1923 (+4)

3% more capital invested

Capital invested by funds: $7.86M → $8.09M (+$235K)

0.07% more ownership

Funds ownership: 4.74%4.81% (+0.07%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.33M +$1.28M +87,801 +121%
Morgan Stanley
2
Morgan Stanley
New York
$1.35M +$27.2K +1,871 +2%
LPL Financial
3
LPL Financial
California
$858K -$19.1K -1,315 -2%
HS
4
HighVista Strategies
Massachusetts
$709K
Bank of America
5
Bank of America
North Carolina
$468K +$65.4K +4,491 +16%
WS
6
Wedbush Securities
California
$343K
Wells Fargo
7
Wells Fargo
California
$280K -$1.73M -119,019 -86%
VKH
8
Virtu KCG Holdings
New York
$277K +$277K +19,007 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$273K +$3.12K +214 +1%
DWT
10
Dorsey & Whitney Trust
South Dakota
$266K
NCM
11
Northside Capital Management
Oregon
$266K
IAS
12
IMA Advisory Services
Colorado
$251K +$251K +17,268 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$99K +$26.8K +1,839 +37%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$60K -$69.9K -4,800 -54%
AIG
15
American International Group
New York
$54.5K -$29.8K -2,045 -35%
DADC
16
D.A. Davidson & Co
Montana
$46K
DBT
17
Dubuque Bank & Trust
Iowa
$45K +$45K +3,093 New
AIM
18
Advantage Investment Management
Iowa
$36K -$7.28K -500 -17%
TWA
19
TCI Wealth Advisors
Arizona
$29K
Barclays
20
Barclays
United Kingdom
$27K
IF
21
Ironwood Financial
Arizona
$15K +$14.6K +1,000 New
WA
22
WealthTrust-Arizona
Arizona
$9K
TRCT
23
Tower Research Capital (TRC)
New York
$4K +$4.37K +300 New
Citigroup
24
Citigroup
New York
-$19K -1,333 Closed

NAZ Hedge Fund Activity: Q1 2015 in Review

23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2015, worth a combined $8.09M — up 3% from $7.86M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NAZ positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $1.28M. The largest seller was Wells Fargo, cutting an estimated $1.73M.

  • 23 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2015, up from 19 in Q4 2014.
  • Funds reported $8.09M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2015, up 3% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2015 and 1 closed out, a net change of +4 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2015 was UBS Group, an estimated $1.28M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2015 was Wells Fargo, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2015.