We are live on ! Find out more
CCA

MFS California Municipal Fund
CCA

Delisted

CCA was delisted on the 11th of September, 2019.

Back to rankings

14 hedge funds and large institutions have $2.6M invested in MFS California Municipal Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $2.21M → $2.6M (+$390K)

17% more funds holding

Funds holding: 12 → 14 (+2)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$144K
2
AAM
Advisors Asset Management
Colorado
+$94.3K
3
WAM
Wolverine Asset Management
Illinois
+$89.3K
4
Morgan Stanley
Morgan Stanley
New York
+$14K
5
U
UBS
Switzerland
+$10.1K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$16.6K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10K
3
MA
MUFG Americas
New York
-$8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$860K +$94.3K +9,404 +12%
U
2
UBS
Switzerland
$591K +$10.1K +1,008 +2%
KIM
3
Karpus Investment Management
New York
$286K +$144K +14,322 +100%
DA
4
Doliver Advisors
Texas
$179K -$16.6K -1,653 -8%
Wells Fargo
5
Wells Fargo
California
$174K +$1.36K +136 +0.8%
HK
6
Horizon Kinetics
New York
$171K – – –
TCM
7
Tradewinds Capital Management
Washington
$120K +$120K +12,000 New
WAM
8
Wolverine Asset Management
Illinois
$88K +$89.3K +8,906 New
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$53K – – –
Bank of America
10
Bank of America
North Carolina
$45K – – –
Morgan Stanley
11
Morgan Stanley
New York
$14K +$14K +1,400 New
MFS
12
MSI Financial Services
Massachusetts
$9K – – –
DADC
13
D.A. Davidson & Co
Montana
$9K +$10K +1,000 New
Citigroup
14
Citigroup
New York
$4K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$10K -1,000 Closed
MA
16
MUFG Americas
New York
– -$8K -800 Closed

CCA Hedge Fund Activity: Q4 2013 in Review

14 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q4 2013, worth a combined $2.6M — up 18% from $2.21M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CCA positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $144K. The largest seller was Doliver Advisors, cutting an estimated $16.6K.

  • 14 institutional investors held MFS California Municipal Fund (CCA) as of Q4 2013, up from 12 in Q3 2013.
  • Funds reported $2.6M of MFS California Municipal Fund stock for Q4 2013, up 18% quarter-over-quarter.
  • 4 funds opened new MFS California Municipal Fund positions in Q4 2013 and 2 closed out, a net change of +2 holders.
  • The largest MFS California Municipal Fund buyer in Q4 2013 was Karpus Investment Management, an estimated $144K added.
  • The largest MFS California Municipal Fund seller in Q4 2013 was Doliver Advisors, an estimated $16.6K sold.

Based on aggregated 13F filings for Q4 2013.