MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
12 hedge funds and large institutions have $2.21M invested in MFS California Municipal Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
10% more capital invested
Capital invested by funds: $2.02M → $2.21M (+$195K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$321K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$69K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$45.5K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$11.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$151K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $785K | +$69K | +6,818 | +10% |
|
|
U
2
UBS
Zurich,
Switzerland
| $596K | +$321K | +31,700 | +120% |
|
|
DA
3
Doliver Advisors
Houston,
Texas
| $201K | -$151K | -14,932 | -43% |
|
4
Wells Fargo
San Francisco,
California
| $177K | +$1.83K | +181 | +1% |
|
|
HK
5
Horizon Kinetics
New York
| $175K | – | – | – |
|
|
KIM
6
Karpus Investment Management
Pittsford,
New York
| $147K | +$11.6K | +1,147 | +9% |
|
|
TJHA
7
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $54K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $46K | +$45.5K | +4,500 | New |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $10K | +$9.62K | +950 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$10.1K | +1,000 | New |
|
|
MA
11
MUFG Americas
New York
| $8K | – | – | – |
|
12
Citigroup
New York
| $4K | – | – | – |
|
|
WAM
13
Wolverine Asset Management
Chicago,
Illinois
| – | -$23K | -2,194 | Closed |
|
CCA Hedge Fund Activity: Q3 2013 in Review
12 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q3 2013, worth a combined $2.21M — up 9.7% from $2.02M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CCA positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was UBS, adding an estimated $321K. The largest seller was Doliver Advisors, cutting an estimated $151K.
- 12 institutional investors held MFS California Municipal Fund (CCA) as of Q3 2013, up from 10 in Q2 2013.
- Funds reported $2.21M of MFS California Municipal Fund stock for Q3 2013, up 9.7% quarter-over-quarter.
- 3 funds opened new MFS California Municipal Fund positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest MFS California Municipal Fund buyer in Q3 2013 was UBS, an estimated $321K added.
- The largest MFS California Municipal Fund seller in Q3 2013 was Doliver Advisors, an estimated $151K sold.
Based on aggregated 13F filings for Q3 2013.