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Nuveen Arizona Quality Municipal Income Fund

25 hedge funds and large institutions have $9.07M invested in Nuveen Arizona Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

3.24% less ownership

Funds ownership: 10.11%6.87% (-3.2%)

24% less funds holding

Funds holding: 3325 (-8)

34% less capital invested

Capital invested by funds: $13.8M → $9.07M (-$4.77M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
25
Holders Change
-8
Holders Change %
-24.24%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.74M +$717K +60,369 +65%
Wells Fargo
2
Wells Fargo
California
$1.64M +$114K +9,618 +7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.18M +$21.2K +1,787 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$472K +$493K +41,485 New
Stifel Financial
5
Stifel Financial
Missouri
$435K +$159K +13,419 +54%
LPL Financial
6
LPL Financial
California
$357K +$41.9K +3,530 +13%
MIM
7
Meixler Investment Management
Arizona
$351K -$84.9K -7,150 -19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$333K +$12.8K +1,076 +4%
KWA
9
Kingswood Wealth Advisors
California
$329K +$343K +28,902 New
SRC
10
Shufro Rose & Co
New York
$284K
BCWM
11
Bartlett & Co Wealth Management
Ohio
$278K +$11.9K +1,000 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$246K +$91.1K +7,667 +55%
UBS Group
13
UBS Group
Switzerland
$226K +$194K +16,289 +458%
IFG
14
Independent Financial Group
California
$207K +$12 +1 +0%
1W
15
1776 Wealth
Georgia
$184K -$472K -39,770 -71%
Bank of America
16
Bank of America
North Carolina
$164K -$196K -16,519 -53%
AA
17
Alesco Advisors
New York
$136K -$28K -2,360 -17%
RCM
18
Robinson Capital Management
Michigan
$125K -$1.53M -129,212 -92%
SCA
19
STALEY CAPITAL ADVISERS
Pennsylvania
$114K
AF
20
Allworth Financial
California
$105K
Osaic Holdings
21
Osaic Holdings
Arizona
$70.8K +$249 +21 +0.3%
AG
22
AmeriFlex Group
Nevada
$53.1K +$51.2K +4,310 New
VHAM
23
Van Hulzen Asset Management
California
$34.1K +$35.6K +3,000 New
FFO
24
Fortitude Family Office
Arizona
$17.1K
TIM
25
Tortoise Investment Management
New York
$2.5K +$59 +5 +2%

NAZ Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen Arizona Quality Municipal Income Fund (NAZ) for Q4 2024, worth a combined $9.07M — down 34% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NAZ and 4 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $717K. The largest seller was Matisse Capital, exiting entirely with an estimated $1.65M sold.

  • 25 institutional investors held Nuveen Arizona Quality Municipal Income Fund (NAZ) as of Q4 2024, down from 33 in Q3 2024.
  • Funds reported $9.07M of Nuveen Arizona Quality Municipal Income Fund stock for Q4 2024, down 34% quarter-over-quarter.
  • 4 funds opened new Nuveen Arizona Quality Municipal Income Fund positions in Q4 2024 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen Arizona Quality Municipal Income Fund buyer in Q4 2024 was Morgan Stanley, an estimated $717K added.
  • The largest Nuveen Arizona Quality Municipal Income Fund seller in Q4 2024 was Matisse Capital, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2024.