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Nuveen Arizona Quality Municipal Income Fund

21 hedge funds and large institutions have $7.92M invested in Nuveen Arizona Quality Municipal Income Fund in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.1% less ownership

Funds ownership: 4.71%4.61% (-0.1%)

1% less capital invested

Capital invested by funds: $7.98M → $7.92M (-$53K)

13% less funds holding

Funds holding: 2421 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.58M -$131K -8,889 -8%
LPL Financial
2
LPL Financial
California
$1.21M +$86.3K +5,854 +8%
ACI
3
Alpha Cubed Investments
California
$933K +$310K +21,000 +52%
UBS Group
4
UBS Group
Switzerland
$880K -$288K -19,521 -25%
HS
5
HighVista Strategies
Massachusetts
$722K
Bank of America
6
Bank of America
North Carolina
$579K +$77.5K +5,258 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$378K +$100K +6,779 +36%
WS
8
Wedbush Securities
California
$335K -$21.1K -1,430 -6%
Wells Fargo
9
Wells Fargo
California
$315K +$15.3K +1,037 +5%
DWT
10
Dorsey & Whitney Trust
South Dakota
$271K
NCM
11
Northside Capital Management
Oregon
$271K
AIG
12
American International Group
New York
$105K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$100K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$60K
DADC
15
D.A. Davidson & Co
Montana
$47K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$44K
Barclays
17
Barclays
United Kingdom
$27K
Citigroup
18
Citigroup
New York
$23K +$5.88K +399 +34%
AIM
19
Advantage Investment Management
Iowa
$22K -$7.37K -500 -25%
IF
20
Ironwood Financial
Arizona
$15K
WA
21
WealthTrust-Arizona
Arizona
$9K
IAS
22
IMA Advisory Services
Colorado
-$252K -17,268 Closed
DBT
23
Dubuque Bank & Trust
Iowa
-$45K -3,093 Closed
TWA
24
TCI Wealth Advisors
Arizona
-$15K -1,002 Closed

NAZ Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2015, worth a combined $7.92M — down 0.66% from $7.98M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NAZ and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Alpha Cubed Investments, adding an estimated $310K. The largest seller was UBS Group, cutting an estimated $288K.

  • 21 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2015, down from 24 in Q2 2015.
  • Funds reported $7.92M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2015, down 0.66% quarter-over-quarter.
  • 0 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2015 and 3 closed out, a net change of -3 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2015 was Alpha Cubed Investments, an estimated $310K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2015 was UBS Group, an estimated $288K sold.

Based on aggregated 13F filings for Q3 2015.