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Nuveen Arizona Quality Municipal Income Fund

31 hedge funds and large institutions have $14.2M invested in Nuveen Arizona Quality Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

9% more capital invested

Capital invested by funds: $13M → $14.2M (+$1.18M)

0% more funds holding

Funds holding: 3131 (0)

0% less ownership

Funds ownership: 9.02%9.02% (-0%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
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
$1.6M +$187K +14,642 +14%
RCM
2
Robinson Capital Management
Michigan
$1.38M -$534K -41,848 -29%
Wells Fargo
3
Wells Fargo
California
$1.25M -$105K -8,191 -8%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.14M -$200K -15,699 -16%
RJA
5
Raymond James & Associates
Florida
$1.13M +$885K +69,312 +492%
1W
6
1776 Wealth
Georgia
$1.07M -$687K -53,811 -41%
UBS Group
7
UBS Group
Switzerland
$780K +$294K +23,013 +67%
Bank of America
8
Bank of America
North Carolina
$558K -$39.1K -3,060 -7%
COLIM
9
City of London Investment Management
United Kingdom
$511K
BCWM
10
Bartlett & Co Wealth Management
Ohio
$471K
FM
11
Family Management
New York
$470K
BC
12
Bartlett & Co
Ohio
$469K
IFG
13
Independent Financial Group
California
$351K +$38.1K +2,985 +13%
MC
14
Matisse Capital
Oregon
$346K -$122K -9,586 -27%
CRC
15
Curi RMB Capital
Illinois
$341K +$320K +25,042 New
AA
16
AQR Arbitrage
Connecticut
$321K +$42.2K +3,302 +16%
Osaic Holdings
17
Osaic Holdings
Arizona
$288K +$20K +1,565 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$223K +$179 +14 +0.1%
MIG
19
Mariner Investment Group
New York
$200K
LPL Financial
20
LPL Financial
California
$198K +$12.1K +945 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$175K
1WA
22
180 Wealth Advisors
Washington
$152K
MWM
23
Meridian Wealth Management
Kentucky
$142K
DWT
24
Dorsey & Whitney Trust
South Dakota
$141K
NCM
25
Northside Capital Management
Oregon
$141K

NAZ Hedge Fund Activity: Q2 2020 in Review

31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2020, worth a combined $14.2M — up 9.1% from $13M a quarter earlier.

Fund positioning in NAZ was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $885K. The largest seller was 1776 Wealth, cutting an estimated $687K.

  • 31 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $14.2M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2020 was Raymond James & Associates, an estimated $885K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2020 was 1776 Wealth, an estimated $687K sold.

Based on aggregated 13F filings for Q2 2020.