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Nuveen Arizona Quality Municipal Income Fund

23 hedge funds and large institutions have $8.86M invested in Nuveen Arizona Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $8.39M → $8.86M (+$470K)

0.35% more ownership

Funds ownership: 5.19%5.54% (+0.35%)

4% less funds holding

Funds holding: 2423 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
6
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
$1.37M -$162K -11,603 -10%
FFEC
2
First Financial Equity Corporation
Arizona
$1.23M +$1.25M +89,164 New
UBS Group
3
UBS Group
Switzerland
$959K +$449K +32,098 +86%
LPL Financial
4
LPL Financial
California
$862K -$455K -32,584 -35%
AG
5
Advisor Group
Arizona
$835K +$82K +5,865 +11%
Bank of America
6
Bank of America
North Carolina
$697K -$413K -29,542 -37%
Wells Fargo
7
Wells Fargo
California
$539K -$22K -1,573 -4%
LCM
8
Laurion Capital Management
New York
$421K +$118K +8,417 +38%
DA
9
Doliver Advisors
Texas
$265K +$3.4K +243 +1%
RJA
10
Raymond James & Associates
Florida
$262K -$38.4K -2,748 -13%
DWT
11
Dorsey & Whitney Trust
South Dakota
$253K
NCM
12
Northside Capital Management
Oregon
$253K
WS
13
Wedbush Securities
California
$239K +$25.5K +1,825 +12%
SFM
14
Signet Financial Management
New Jersey
$212K -$279K -19,966 -57%
WAM
15
Wolverine Asset Management
Illinois
$111K +$39.2K +2,802 +53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$108K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$69K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$56K
DADC
19
D.A. Davidson & Co
Montana
$44K
GWM
20
Geneos Wealth Management
Colorado
$30K +$126 +9 +0.4%
ACS
21
Archford Capital Strategies
Illinois
$23K
IF
22
Ironwood Financial
Arizona
$14K
WA
23
WealthTrust-Arizona
Arizona
$9K
TWA
24
TCI Wealth Advisors
Arizona
-$28K -2,000 Closed
AIM
25
Acrospire Investment Management
Illinois
-$4K -300 Closed

NAZ Hedge Fund Activity: Q1 2017 in Review

23 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2017, worth a combined $8.86M — up 5.6% from $8.39M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NAZ and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was UBS Group, adding an estimated $449K. The largest seller was LPL Financial, cutting an estimated $455K.

  • 23 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2017, down from 24 in Q4 2016.
  • Funds reported $8.86M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2017, up 5.6% quarter-over-quarter.
  • 1 fund opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2017 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2017 was UBS Group, an estimated $449K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2017 was LPL Financial, an estimated $455K sold.

Based on aggregated 13F filings for Q1 2017.