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Nuveen Arizona Quality Municipal Income Fund

32 hedge funds and large institutions have $14.8M invested in Nuveen Arizona Quality Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.83% less ownership

Funds ownership: 10.67%9.85% (-0.83%)

3% less funds holding

Funds holding: 3332 (-1)

8% less capital invested

Capital invested by funds: $16.1M → $14.8M (-$1.27M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$2.46M -$273K -21,234 -10%
RCM
2
Robinson Capital Management
Michigan
$1.72M -$28.3K -2,200 -2%
MC
3
Matisse Capital
Oregon
$1.32M -$695K -53,980 -35%
WAM
4
Wolverine Asset Management
Illinois
$1.27M -$431K -33,475 -26%
Morgan Stanley
5
Morgan Stanley
New York
$1.08M +$40.8K +3,172 +4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.04M -$675K -52,458 -40%
Wells Fargo
7
Wells Fargo
California
$865K +$159K +12,379 +23%
LCM
8
Landscape Capital Management
New Jersey
$717K -$162K -12,573 -19%
Bank of America
9
Bank of America
North Carolina
$564K +$119K +9,211 +27%
FM
10
Family Management
New York
$560K +$101K +7,813 +22%
COLIM
11
City of London Investment Management
United Kingdom
$491K +$289K +22,445 +148%
AA
12
AQR Arbitrage
Connecticut
$262K
UBS Group
13
UBS Group
Switzerland
$232K +$8.3K +645 +4%
AG
14
Advisor Group
Arizona
$227K +$122K +9,465 +120%
MIG
15
Mariner Investment Group
New York
$226K -$3.71K -288 -2%
LPL Financial
16
LPL Financial
California
$210K +$77.1K +5,990 +60%
WS
17
Wedbush Securities
California
$186K -$47.3K -3,675 -21%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$175K
DWT
19
Dorsey & Whitney Trust
South Dakota
$173K
NCM
20
Northside Capital Management
Oregon
$173K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$162K
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$155K +$1.47K +114 +1%
Stifel Financial
23
Stifel Financial
Missouri
$136K +$134K +10,439 New
SRC
24
Shufro Rose & Co
New York
$131K +$129K +10,000 New
GWM
25
Geneos Wealth Management
Colorado
$100K +$154 +12 +0.2%

NAZ Hedge Fund Activity: Q2 2019 in Review

32 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2019, worth a combined $14.8M — down 7.9% from $16.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NAZ and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 11 added.

The largest buyer was City of London Investment Management, adding an estimated $289K. The largest seller was Matisse Capital, cutting an estimated $695K.

  • 32 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2019, down from 33 in Q1 2019.
  • Funds reported $14.8M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2019, down 7.9% quarter-over-quarter.
  • 2 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2019 and 3 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2019 was City of London Investment Management, an estimated $289K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2019 was Matisse Capital, an estimated $695K sold.

Based on aggregated 13F filings for Q2 2019.