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Nuveen Arizona Quality Municipal Income Fund

30 hedge funds and large institutions have $13.8M invested in Nuveen Arizona Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 9.02%8.11% (-0.91%)

3% less capital invested

Capital invested by funds: $14.2M → $13.8M (-$436K)

3% less funds holding

Funds holding: 3130 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.75M +$512K +36,059 +43%
Morgan Stanley
2
Morgan Stanley
New York
$1.5M -$217K -15,256 -13%
Wells Fargo
3
Wells Fargo
California
$1.49M +$130K +9,139 +10%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$8.5K -599 -0.7%
1W
5
1776 Wealth
Georgia
$1.16M
UBS Group
6
UBS Group
Switzerland
$821K -$20.3K -1,431 -2%
COLIM
7
City of London Investment Management
United Kingdom
$552K
BCWM
8
Bartlett & Co Wealth Management
Ohio
$544K +$34.8K +2,450 +7%
BC
9
Bartlett & Co
Ohio
$542K +$34.8K +2,450 +7%
FM
10
Family Management
New York
$507K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$409K +$162K +11,403 +69%
Bank of America
12
Bank of America
North Carolina
$388K -$207K -14,566 -36%
IFG
13
Independent Financial Group
California
$371K -$7.45K -525 -2%
Creative Planning
14
Creative Planning
Kansas
$320K +$309K +21,800 New
Osaic Holdings
15
Osaic Holdings
Arizona
$224K -$83.2K -5,862 -28%
AAS
16
Avantax Advisory Services
Texas
$181K +$176K +12,374 New
KA
17
Kovack Advisors
Florida
$176K +$170K +12,008 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$175K
LPL Financial
19
LPL Financial
California
$174K -$38.6K -2,717 -19%
1WA
20
180 Wealth Advisors
Washington
$168K
MWM
21
Meridian Wealth Management
Kentucky
$154K
DWT
22
Dorsey & Whitney Trust
South Dakota
$152K
NCM
23
Northside Capital Management
Oregon
$152K
WS
24
Wedbush Securities
California
$150K
Ameriprise
25
Ameriprise
Minnesota
$150K +$145K +10,244 New

NAZ Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2020, worth a combined $13.8M — down 3.1% from $14.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NAZ and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Raymond James & Associates, adding an estimated $512K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.38M sold.

  • 30 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2020, down from 31 in Q2 2020.
  • Funds reported $13.8M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 5 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2020 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2020 was Raymond James & Associates, an estimated $512K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2020 was Robinson Capital Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2020.