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Nuveen Arizona Quality Municipal Income Fund
NAZ

40 hedge funds and large institutions have $14.4M invested in Nuveen Arizona Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

21% more funds holding

Funds holding: 33 → 40 (+7)

7% more capital invested

Capital invested by funds: $13.4M → $14.4M (+$999K)

0.96% more ownership

Funds ownership: 10.62% → 11.58% (+0.96%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$764K
2
LSC
Logan Stone Capital
Illinois
+$326K
3
Northern Trust
Northern Trust
Illinois
+$281K
4
ACA
Ackerman Capital Advisors
Texas
+$257K
5
AA
AQR Arbitrage
Connecticut
+$213K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$276K
2
Morgan Stanley
Morgan Stanley
New York
-$272K
3
FM
Family Management
New York
-$237K
4
MML Investors Services
MML Investors Services
Massachusetts
-$164K
5
Wells Fargo
Wells Fargo
California
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.85M -$272K -25,191 -13%
Wells Fargo
2
Wells Fargo
California
$1.09M -$158K -14,611 -13%
MIM
3
Meixler Investment Management
Arizona
$1.09M -$106K -9,850 -9%
CA
4
Cetera Advisors
Colorado
$1.09M +$34K +3,141 +3%
WAM
5
Wolverine Asset Management
Illinois
$1.02M +$96.5K +8,924 +10%
MC
6
Matisse Capital
Oregon
$760K +$764K +70,709 New
1W
7
1776 Wealth
Georgia
$741K – – –
LPL Financial
8
LPL Financial
California
$489K -$276K -25,502 -36%
BCWM
9
Bartlett & Co Wealth Management
Ohio
$486K -$13K -1,200 -3%
BC
10
Bartlett & Co
Ohio
$486K -$13K -1,200 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$439K -$17.1K -1,578 -4%
WWM
12
Western Wealth Management
Colorado
$404K +$3.61K +334 +0.9%
LSC
13
Logan Stone Capital
Illinois
$325K +$326K +30,198 New
RJA
14
Raymond James & Associates
Florida
$307K – – –
Northern Trust
15
Northern Trust
Illinois
$280K +$281K +26,000 New
Ameriprise
16
Ameriprise
Minnesota
$269K +$35.1K +3,248 +15%
ACA
17
Ackerman Capital Advisors
Texas
$255K +$257K +23,764 New
SWP
18
Stratos Wealth Partners
Ohio
$254K +$627 +58 +0.2%
Bank of America
19
Bank of America
North Carolina
$242K -$37.8K -3,500 -13%
IFG
20
Independent Financial Group
California
$221K -$973 -90 -0.4%
MWM
21
Mission Wealth Management
California
$215K – – –
AA
22
AQR Arbitrage
Connecticut
$212K +$213K +19,690 New
DAS
23
Dynamic Advisor Solutions
Arizona
$198K +$1.24K +115 +0.6%
LCM
24
Landscape Capital Management
New Jersey
$165K +$166K +15,318 New
MWM
25
Meridian Wealth Management
Kentucky
$154K – – –
1
2

NAZ Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2023, worth a combined $14.4M — up 7.4% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NAZ positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $764K. The largest seller was LPL Financial, cutting an estimated $276K.

  • 40 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $14.4M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2023 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2023 was Matisse Capital, an estimated $764K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2023 was LPL Financial, an estimated $276K sold.

Based on aggregated 13F filings for Q2 2023.