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Nuveen Arizona Quality Municipal Income Fund

33 hedge funds and large institutions have $13.4M invested in Nuveen Arizona Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0.48% less ownership

Funds ownership: 11.1%10.62% (-0.48%)

6% less capital invested

Capital invested by funds: $14.4M → $13.4M (-$928K)

8% less funds holding

Funds holding: 3633 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.23M +$13.6K +1,178 +0.6%
Wells Fargo
2
Wells Fargo
California
$1.32M +$80.5K +6,997 +6%
MIM
3
Meixler Investment Management
Arizona
$1.25M -$47.8K -4,150 -4%
CA
4
Cetera Advisors
Colorado
$1.11M +$51.7K +4,494 +5%
WAM
5
Wolverine Asset Management
Illinois
$975K +$366K +31,789 +58%
LPL Financial
6
LPL Financial
California
$802K -$69.6K -6,044 -8%
1W
7
1776 Wealth
Georgia
$779K -$115K -10,000 -13%
BCWM
8
Bartlett & Co Wealth Management
Ohio
$525K -$142K -12,300 -21%
BC
9
Bartlett & Co
Ohio
$525K -$142K -12,300 -21%
WWM
10
Western Wealth Management
Colorado
$421K +$42.4K +3,687 +11%
RJA
11
Raymond James & Associates
Florida
$323K -$5.77K -501 -2%
Bank of America
12
Bank of America
North Carolina
$294K +$23K +2,000 +8%
SWP
13
Stratos Wealth Partners
Ohio
$266K +$69 +6 +0%
Ameriprise
14
Ameriprise
Minnesota
$247K +$22.9K +1,986 +10%
FM
15
Family Management
New York
$237K -$137K -11,910 -36%
UBS Group
16
UBS Group
Switzerland
$234K -$501K -43,482 -68%
IFG
17
Independent Financial Group
California
$233K -$4.94K -429 -2%
MWM
18
Mission Wealth Management
California
$226K +$230K +20,000 New
DAS
19
Dynamic Advisor Solutions
Arizona
$207K +$44.3K +3,845 +27%
MML Investors Services
20
MML Investors Services
Massachusetts
$164K -$22.9K -1,989 -12%
MWM
21
Meridian Wealth Management
Kentucky
$162K
IGWM
22
ICA Group Wealth Management
Colorado
$160K +$163K +14,200 New
BWP
23
Balboa Wealth Partners
Arizona
$142K
DWT
24
Dorsey & Whitney Trust
South Dakota
$117K
NCM
25
Northside Capital Management
Oregon
$117K

NAZ Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q1 2023, worth a combined $13.4M — down 6.5% from $14.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NAZ and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Wolverine Asset Management, adding an estimated $366K. The largest seller was UBS Group, cutting an estimated $501K.

  • 33 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $13.4M of Nuveen Arizona Quality Municipal Income Fund stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 3 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q1 2023 and 5 closed out, a net change of -2 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q1 2023 was Wolverine Asset Management, an estimated $366K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q1 2023 was UBS Group, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2023.