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CCA

MFS California Municipal Fund
CCA

Delisted

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

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16 hedge funds and large institutions have $2.85M invested in MFS California Municipal Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 14 → 16 (+2)

9% more capital invested

Capital invested by funds: $2.6M → $2.85M (+$243K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$148K
2
EMA
Efficient Market Advisors
California
+$52.2K
3
DA
Doliver Advisors
Texas
+$50.3K
4
WAM
Wolverine Asset Management
Illinois
+$50.1K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$36.5K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$129K
2
AAM
Advisors Asset Management
Colorado
-$80.3K
3
U
UBS
Switzerland
-$44.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$831K -$80.3K -7,698 -9%
U
2
UBS
Switzerland
$582K -$44.1K -4,231 -7%
KIM
3
Karpus Investment Management
New York
$303K – – –
DA
4
Doliver Advisors
Texas
$241K +$50.3K +4,825 +27%
HK
5
Horizon Kinetics
New York
$181K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$150K +$148K +14,157 New
WAM
7
Wolverine Asset Management
Illinois
$145K +$50.1K +4,798 +54%
TCM
8
Tradewinds Capital Management
Washington
$127K – – –
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$93K +$36.5K +3,500 +66%
Wells Fargo
10
Wells Fargo
California
$53K -$129K -12,351 -71%
EMA
11
Efficient Market Advisors
California
$53K +$52.2K +5,000 New
Bank of America
12
Bank of America
North Carolina
$48K – – –
Morgan Stanley
13
Morgan Stanley
New York
$15K – – –
DADC
14
D.A. Davidson & Co
Montana
$10K – – –
MFS
15
MSI Financial Services
Massachusetts
$10K – – –
Citigroup
16
Citigroup
New York
$4K – – –

CCA Hedge Fund Activity: Q1 2014 in Review

16 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q1 2014, worth a combined $2.85M — up 9.3% from $2.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CCA positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $148K. The largest seller was Wells Fargo, cutting an estimated $129K.

  • 16 institutional investors held MFS California Municipal Fund (CCA) as of Q1 2014, up from 14 in Q4 2013.
  • Funds reported $2.85M of MFS California Municipal Fund stock for Q1 2014, up 9.3% quarter-over-quarter.
  • 2 funds opened new MFS California Municipal Fund positions in Q1 2014 and 0 closed out, a net change of +2 holders.
  • The largest MFS California Municipal Fund buyer in Q1 2014 was Commonwealth Equity Services, an estimated $148K added.
  • The largest MFS California Municipal Fund seller in Q1 2014 was Wells Fargo, an estimated $129K sold.

Based on aggregated 13F filings for Q1 2014.