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Nuveen Arizona Quality Municipal Income Fund
NAZ

22 hedge funds and large institutions have $10.7M invested in Nuveen Arizona Quality Municipal Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

22% more funds holding

Funds holding: 18 → 22 (+4)

12% more capital invested

Capital invested by funds: $9.62M → $10.7M (+$1.11M)

0.32% more ownership

Funds ownership: 5.47% → 5.79% (+0.32%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$298K
2
ACI
Alpha Cubed Investments
California
+$126K
3
Morgan Stanley
Morgan Stanley
New York
+$111K
4
Wells Fargo
Wells Fargo
California
+$68.5K
5
AIG
American International Group
New York
+$50.2K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$97.3K
2
UBS Group
UBS Group
Switzerland
-$71.8K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.7K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$3.06M +$298K +18,984 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.83M +$111K +7,075 +7%
ACI
3
Alpha Cubed Investments
California
$1.31M +$126K +8,000 +11%
HS
4
HighVista Strategies
Massachusetts
$780K – – –
UBS Group
5
UBS Group
Switzerland
$770K -$71.8K -4,572 -9%
Bank of America
6
Bank of America
North Carolina
$651K +$29.3K +1,867 +5%
Wells Fargo
7
Wells Fargo
California
$445K +$68.5K +4,363 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$378K -$6.48K -413 -2%
DWT
9
Dorsey & Whitney Trust
South Dakota
$292K – – –
NCM
10
Northside Capital Management
Oregon
$292K – – –
AIG
11
American International Group
New York
$289K +$50.2K +3,200 +22%
WS
12
Wedbush Securities
California
$207K -$97.3K -6,200 -32%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$108K – – –
DBT
14
Dubuque Bank & Trust
Iowa
$80K – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$66K – – –
GWM
16
Geneos Wealth Management
Colorado
$66K +$65.2K +4,150 New
DADC
17
D.A. Davidson & Co
Montana
$51K – – –
IF
18
Ironwood Financial
Arizona
$16K +$15.7K +1,000 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$12K -$14.7K -937 -56%
WA
20
WealthTrust-Arizona
Arizona
$10K – – –
TRCT
21
Tower Research Capital (TRC)
New York
$10K +$9.42K +600 New
Citigroup
22
Citigroup
New York
$5K +$5.32K +339 New

NAZ Hedge Fund Activity: Q1 2016 in Review

22 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2016, worth a combined $10.7M — up 12% from $9.62M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NAZ positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $298K. The largest seller was Wedbush Securities, cutting an estimated $97.3K.

  • 22 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2016, up from 18 in Q4 2015.
  • Funds reported $10.7M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2016, up 12% quarter-over-quarter.
  • 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2016 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2016 was LPL Financial, an estimated $298K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2016 was Wedbush Securities, an estimated $97.3K sold.

Based on aggregated 13F filings for Q1 2016.