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Nuveen Arizona Quality Municipal Income Fund

32 hedge funds and large institutions have $16M invested in Nuveen Arizona Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

19% more capital invested

Capital invested by funds: $13.4M → $16M (+$2.56M)

1.68% more ownership

Funds ownership: 9.84%11.52% (+1.7%)

6% less funds holding

Funds holding: 3432 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$3.08M +$3.03M +259,350 New
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.15M +$2.11M +180,946 New
WAM
3
Wolverine Asset Management
Illinois
$1.7M +$606K +51,861 +57%
MC
4
Matisse Capital
Oregon
$1.43M +$160K +13,676 +13%
LCM
5
Landscape Capital Management
New Jersey
$1.16M +$356K +30,445 +45%
RCM
6
Robinson Capital Management
Michigan
$1.01M +$593K +50,779 +148%
CRC
7
Curi RMB Capital
Illinois
$908K -$233K -19,900 -21%
Morgan Stanley
8
Morgan Stanley
New York
$840K +$4.13K +353 +0.5%
Wells Fargo
9
Wells Fargo
California
$465K +$146K +12,465 +47%
Bank of America
10
Bank of America
North Carolina
$449K +$17.8K +1,521 +4%
AA
11
AQR Arbitrage
Connecticut
$423K +$416K +35,617 New
AG
12
Advisor Group
Arizona
$391K -$532K -45,522 -58%
MWM
13
Merriman Wealth Management
Washington
$293K +$141K +12,040 +100%
WS
14
Wedbush Securities
California
$223K -$2.34K -200 -1%
PA
15
PFG Advisors
Arizona
$208K +$197K +16,864 New
UBS Group
16
UBS Group
Switzerland
$190K -$48.4K -4,146 -21%
DWT
17
Dorsey & Whitney Trust
South Dakota
$157K -$58.4K -5,000 -27%
NCM
18
Northside Capital Management
Oregon
$157K -$58.4K -5,000 -27%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$147K -$11.7K -1,002 -7%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$138K +$136K +11,617 New
LPL Financial
21
LPL Financial
California
$119K -$34.4K -2,944 -23%
GWM
22
Geneos Wealth Management
Colorado
$89K +$152 +13 +0.2%
SWM
23
SeaCrest Wealth Management
New York
$62K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$59K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$36K

NAZ Hedge Fund Activity: Q4 2018 in Review

32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2018, worth a combined $16M — up 19% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NAZ and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $3.03M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.01M sold.

  • 32 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2018, down from 34 in Q3 2018.
  • Funds reported $16M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2018, up 19% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2018 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2018 was Saba Capital Management, an estimated $3.03M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2018 was Laurion Capital Management, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2018.