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Nuveen Arizona Quality Municipal Income Fund

24 hedge funds and large institutions have $7.98M invested in Nuveen Arizona Quality Municipal Income Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 2324 (+1)

0.1% less ownership

Funds ownership: 4.81%4.71% (-0.1%)

1% less capital invested

Capital invested by funds: $8.09M → $7.98M (-$115K)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.69M +$338K +23,112 +25%
UBS Group
2
UBS Group
Switzerland
$1.15M -$1.19M -81,271 -51%
LPL Financial
3
LPL Financial
California
$1.13M +$232K +15,918 +27%
HS
4
HighVista Strategies
Massachusetts
$711K
ACI
5
Alpha Cubed Investments
California
$594K +$595K +40,726 New
Bank of America
6
Bank of America
North Carolina
$493K +$23.2K +1,589 +5%
WS
7
Wedbush Securities
California
$351K +$7.01K +480 +2%
Wells Fargo
8
Wells Fargo
California
$295K +$14.9K +1,023 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$273K
DWT
10
Dorsey & Whitney Trust
South Dakota
$267K
NCM
11
Northside Capital Management
Oregon
$267K
IAS
12
IMA Advisory Services
Colorado
$252K
AIG
13
American International Group
New York
$103K +$48.4K +3,311 +88%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$99K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$60K
DADC
16
D.A. Davidson & Co
Montana
$46K
DBT
17
Dubuque Bank & Trust
Iowa
$45K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$44K +$43.8K +3,000 New
AIM
19
Advantage Investment Management
Iowa
$29K -$7.3K -500 -20%
Barclays
20
Barclays
United Kingdom
$27K
Citigroup
21
Citigroup
New York
$17K +$17.1K +1,171 New
TWA
22
TCI Wealth Advisors
Arizona
$15K -$14K -957 -49%
IF
23
Ironwood Financial
Arizona
$15K
WA
24
WealthTrust-Arizona
Arizona
$9K
VKH
25
Virtu KCG Holdings
New York
-$277K -19,007 Closed

NAZ Hedge Fund Activity: Q2 2015 in Review

24 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2015, worth a combined $7.98M — down 1.4% from $8.09M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NAZ positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Alpha Cubed Investments, opening a new position worth an estimated $595K. The largest seller was UBS Group, cutting an estimated $1.19M.

  • 24 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2015, up from 23 in Q1 2015.
  • Funds reported $7.98M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2015, down 1.4% quarter-over-quarter.
  • 3 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2015 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2015 was Alpha Cubed Investments, an estimated $595K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2015 was UBS Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2015.