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Nuveen Arizona Quality Municipal Income Fund

33 hedge funds and large institutions have $19M invested in Nuveen Arizona Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

1.41% less ownership

Funds ownership: 16.06%14.66% (-1.4%)

7% less capital invested

Capital invested by funds: $20.4M → $19M (-$1.46M)

8% less funds holding

Funds holding: 3633 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
7
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
$6.69M +$461K +42,411 +8%
MC
2
Matisse Capital
Oregon
$1.66M
LSC
3
Logan Stone Capital
Illinois
$1.14M -$567K -52,141 -34%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.11M +$11.6K +1,072 +1%
Wells Fargo
5
Wells Fargo
California
$945K +$21.9K +2,017 +2%
RCM
6
Robinson Capital Management
Michigan
$941K +$153K +14,083 +20%
Morgan Stanley
7
Morgan Stanley
New York
$753K -$50.5K -4,645 -6%
1W
8
1776 Wealth
Georgia
$624K
AA
9
AQR Arbitrage
Connecticut
$597K -$145K -13,388 -20%
MIM
10
Meixler Investment Management
Arizona
$541K -$86.9K -8,000 -14%
RJA
11
Raymond James & Associates
Florida
$413K +$39.1K +3,600 +11%
WA
12
Whitebox Advisors
Minnesota
$405K +$394K +36,276 New
LPL Financial
13
LPL Financial
California
$332K +$139K +12,766 +75%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$299K +$11.4K +1,052 +4%
Bank of America
15
Bank of America
North Carolina
$289K +$16.5K +1,516 +6%
SRC
16
Shufro Rose & Co
New York
$279K
BCWM
17
Bartlett & Co Wealth Management
Ohio
$263K
MWM
18
Mission Wealth Management
California
$223K
IFG
19
Independent Financial Group
California
$191K -$11 -1 -0%
Stifel Financial
20
Stifel Financial
Missouri
$184K +$58.8K +5,415 +49%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$172K +$1.61K +148 +1%
AA
22
Alesco Advisors
New York
$160K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$157K +$50.7K +4,664 +50%
SWP
24
Stratos Wealth Partners
Ohio
$123K +$880 +81 +0.7%
SCA
25
STALEY CAPITAL ADVISERS
Pennsylvania
$112K

NAZ Hedge Fund Activity: Q2 2024 in Review

33 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q2 2024, worth a combined $19M — down 7.1% from $20.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NAZ and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 14 added.

The largest buyer was Saba Capital Management, adding an estimated $461K. The largest seller was Wolverine Asset Management, cutting an estimated $854K.

  • 33 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q2 2024, down from 36 in Q1 2024.
  • Funds reported $19M of Nuveen Arizona Quality Municipal Income Fund stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q2 2024 was Saba Capital Management, an estimated $461K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q2 2024 was Wolverine Asset Management, an estimated $854K sold.

Based on aggregated 13F filings for Q2 2024.