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Nuveen Arizona Quality Municipal Income Fund

40 hedge funds and large institutions have $14.6M invested in Nuveen Arizona Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1.52% more ownership

Funds ownership: 11.58%13.1% (+1.5%)

1% more capital invested

Capital invested by funds: $14.4M → $14.6M (+$183K)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$1.74M +$1.77M +169,692 +1,619%
Morgan Stanley
2
Morgan Stanley
New York
$1.45M -$224K -21,512 -12%
MC
3
Matisse Capital
Oregon
$1.18M +$535K +51,424 +73%
CA
4
Cetera Advisors
Colorado
$952K -$22.2K -2,137 -2%
Wells Fargo
5
Wells Fargo
California
$905K -$81.2K -7,802 -8%
WAM
6
Wolverine Asset Management
Illinois
$878K -$42.3K -4,060 -4%
MIM
7
Meixler Investment Management
Arizona
$741K -$252K -24,175 -24%
LSC
8
Logan Stone Capital
Illinois
$723K +$467K +44,885 +149%
RCM
9
Robinson Capital Management
Michigan
$631K +$691K +66,385 New
AA
10
AQR Arbitrage
Connecticut
$567K +$408K +39,192 +199%
BCWM
11
Bartlett & Co Wealth Management
Ohio
$445K +$10.4K +1,000 +2%
BC
12
Bartlett & Co
Ohio
$445K +$10.4K +1,000 +2%
WWM
13
Western Wealth Management
Colorado
$365K +$3.49K +335 +0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$362K -$34.1K -3,278 -8%
RJA
15
Raymond James & Associates
Florida
$294K +$20.8K +2,000 +7%
LPL Financial
16
LPL Financial
California
$285K -$165K -15,873 -35%
SWP
17
Stratos Wealth Partners
Ohio
$228K +$614 +59 +0.3%
Bank of America
18
Bank of America
North Carolina
$206K -$11.9K -1,140 -5%
MWM
19
Mission Wealth Management
California
$193K
DAS
20
Dynamic Advisor Solutions
Arizona
$178K +$853 +82 +0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$170K +$184K +17,647 New
IFG
22
Independent Financial Group
California
$169K -$31.2K -3,000 -15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$145K +$47.1K +4,524 +43%
MWM
24
Meridian Wealth Management
Kentucky
$138K
IGWM
25
ICA Group Wealth Management
Colorado
$137K

NAZ Hedge Fund Activity: Q3 2023 in Review

40 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q3 2023, worth a combined $14.6M — up 1.3% from $14.4M a quarter earlier.

Fund positioning in NAZ was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.77M. The largest seller was 1776 Wealth, exiting entirely with an estimated $741K sold.

  • 40 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $14.6M of Nuveen Arizona Quality Municipal Income Fund stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $1.77M added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q3 2023 was 1776 Wealth, an estimated $741K sold.

Based on aggregated 13F filings for Q3 2023.