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Nuveen Arizona Quality Municipal Income Fund

24 hedge funds and large institutions have $8.39M invested in Nuveen Arizona Quality Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

26% more funds holding

Funds holding: 1924 (+5)

6% more capital invested

Capital invested by funds: $7.92M → $8.39M (+$473K)

1.15% more ownership

Funds ownership: 4.04%5.19% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
5
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
$1.55M +$18.7K +1,280 +1%
LPL Financial
2
LPL Financial
California
$1.32M -$48.6K -3,321 -3%
Bank of America
3
Bank of America
North Carolina
$1.12M +$492K +33,574 +73%
AG
4
Advisor Group
Arizona
$762K +$196K +13,397 +33%
Wells Fargo
5
Wells Fargo
California
$566K -$20.2K -1,382 -3%
UBS Group
6
UBS Group
Switzerland
$520K +$88.2K +6,024 +19%
SFM
7
Signet Financial Management
New Jersey
$493K +$516K +35,245 New
LCM
8
Laurion Capital Management
New York
$308K +$322K +22,016 New
RJA
9
Raymond James & Associates
Florida
$303K
DA
10
Doliver Advisors
Texas
$264K +$277K +18,890 New
DWT
11
Dorsey & Whitney Trust
South Dakota
$256K
NCM
12
Northside Capital Management
Oregon
$256K
WS
13
Wedbush Securities
California
$216K +$49.7K +3,390 +28%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$109K -$3.66K -250 -3%
WAM
15
Wolverine Asset Management
Illinois
$73K +$77.3K +5,277 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$69K -$26.9K -1,839 -27%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$58K
DADC
18
D.A. Davidson & Co
Montana
$44K
GWM
19
Geneos Wealth Management
Colorado
$30K -$29K -1,983 -48%
TWA
20
TCI Wealth Advisors
Arizona
$28K +$29.3K +2,000 New
ACS
21
Archford Capital Strategies
Illinois
$23K +$24.6K +1,683 New
IF
22
Ironwood Financial
Arizona
$14K
WA
23
WealthTrust-Arizona
Arizona
$9K
AIM
24
Acrospire Investment Management
Illinois
$4K +$4.39K +300 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$13K -735 Closed

NAZ Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2016, worth a combined $8.39M — up 6% from $7.92M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAZ positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Signet Financial Management, opening a new position worth an estimated $516K. The largest seller was LPL Financial, cutting an estimated $48.6K.

  • 24 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $8.39M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2016, up 6% quarter-over-quarter.
  • 7 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2016 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2016 was Signet Financial Management, an estimated $516K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2016 was LPL Financial, an estimated $48.6K sold.

Based on aggregated 13F filings for Q4 2016.