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Nuveen Arizona Quality Municipal Income Fund

30 hedge funds and large institutions have $15.7M invested in Nuveen Arizona Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $13.8M → $15.7M (+$1.93M)

0.46% more ownership

Funds ownership: 8.11%8.56% (+0.46%)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.22M +$308K +20,342 +17%
Morgan Stanley
2
Morgan Stanley
New York
$1.81M +$186K +12,273 +12%
Wells Fargo
3
Wells Fargo
California
$1.58M -$26.6K -1,759 -2%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.35M +$19.1K +1,262 +2%
1W
5
1776 Wealth
Georgia
$1.25M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.05M +$1M +66,343 New
UBS Group
7
UBS Group
Switzerland
$857K -$29.5K -1,947 -3%
BCWM
8
Bartlett & Co Wealth Management
Ohio
$624K +$36.3K +2,400 +6%
BC
9
Bartlett & Co
Ohio
$624K +$36.3K +2,400 +6%
FM
10
Family Management
New York
$548K
IFG
11
Independent Financial Group
California
$426K +$23.7K +1,567 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$350K -$87.7K -5,794 -21%
Creative Planning
13
Creative Planning
Kansas
$346K
Bank of America
14
Bank of America
North Carolina
$340K -$75.4K -4,982 -19%
Ameriprise
15
Ameriprise
Minnesota
$315K +$146K +9,623 +94%
Osaic Holdings
16
Osaic Holdings
Arizona
$227K -$15.1K -1,000 -7%
MWM
17
Meridian Wealth Management
Kentucky
$226K +$57.5K +3,800 +36%
SLA
18
Silver Lake Advisory
Utah
$214K +$204K +13,507 New
KA
19
Kovack Advisors
Florida
$206K +$15.1K +1,000 +8%
LPL Financial
20
LPL Financial
California
$188K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$175K
1WA
22
180 Wealth Advisors
Washington
$170K
DWT
23
Dorsey & Whitney Trust
South Dakota
$165K
NCM
24
Northside Capital Management
Oregon
$165K
SCA
25
STALEY CAPITAL ADVISERS
Pennsylvania
$159K

NAZ Hedge Fund Activity: Q4 2020 in Review

30 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2020, worth a combined $15.7M — up 14% from $13.8M a quarter earlier.

Fund positioning in NAZ was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1M. The largest seller was City of London Investment Management, exiting entirely with an estimated $552K sold.

  • 30 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $15.7M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $1M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2020 was City of London Investment Management, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2020.