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Nuveen Arizona Quality Municipal Income Fund

39 hedge funds and large institutions have $21.2M invested in Nuveen Arizona Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

15% more funds holding

Funds holding: 3439 (+5)

1.38% more ownership

Funds ownership: 12.06%13.44% (+1.4%)

5% less capital invested

Capital invested by funds: $22.3M → $21.2M (-$1.18M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
7
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
$2.17M +$383K +26,768 +20%
LPL Financial
2
LPL Financial
California
$2.07M -$16.3K -1,136 -0.7%
ACI
3
Alpha Cubed Investments
California
$2.03M +$2.14M +149,499 New
MIM
4
Meixler Investment Management
Arizona
$1.84M -$289K -20,175 -13%
RJA
5
Raymond James & Associates
Florida
$1.6M -$370K -25,823 -18%
CA
6
Cetera Advisors
Colorado
$1.44M +$63.4K +4,430 +4%
Wells Fargo
7
Wells Fargo
California
$1.3M -$372K -26,000 -21%
1W
8
1776 Wealth
Georgia
$1.07M
RJFSA
9
Raymond James Financial Services Advisors
Florida
$902K
BCWM
10
Bartlett & Co Wealth Management
Ohio
$707K +$9.3K +650 +1%
BC
11
Bartlett & Co
Ohio
$707K +$9.3K +650 +1%
UBS Group
12
UBS Group
Switzerland
$538K +$7.23K +505 +1%
FM
13
Family Management
New York
$447K +$76.7K +5,360 +19%
Bank of America
14
Bank of America
North Carolina
$366K +$19.8K +1,383 +5%
IFG
15
Independent Financial Group
California
$364K -$14 -1 -0%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$355K +$76.6K +5,353 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$317K +$4.28K +299 +1%
WWM
18
Western Wealth Management
Colorado
$287K +$302K +21,083 New
MML Investors Services
19
MML Investors Services
Massachusetts
$284K -$130K -9,103 -30%
Ameriprise
20
Ameriprise
Minnesota
$278K +$7.31K +511 +3%
DAS
21
Dynamic Advisor Solutions
Arizona
$262K +$104K +7,242 +60%
MA
22
MAS Advisors
Florida
$236K
MWM
23
Meridian Wealth Management
Kentucky
$194K
SLA
24
Silver Lake Advisory
Utah
$193K +$2.03K +142 +1%
IGWM
25
ICA Group Wealth Management
Colorado
$185K +$203K +14,200 New

NAZ Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2022, worth a combined $21.2M — down 5.3% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAZ positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Alpha Cubed Investments, opening a new position worth an estimated $2.14M. The largest seller was Wells Fargo, cutting an estimated $372K.

  • 39 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $21.2M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2022, down 5.3% quarter-over-quarter.
  • 7 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2022 was Alpha Cubed Investments, an estimated $2.14M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2022 was Wells Fargo, an estimated $372K sold.

Based on aggregated 13F filings for Q1 2022.