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CCA

MFS California Municipal Fund
CCA

Delisted

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

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15 hedge funds and large institutions have $2.87M invested in MFS California Municipal Fund in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $2.85M → $2.87M (+$27K)

6% less funds holding

Funds holding: 16 → 15 (-1)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$90.9K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$66.9K
2
U
UBS
Switzerland
-$54.5K
3
AAM
Advisors Asset Management
Colorado
-$29.2K
4
Wells Fargo
Wells Fargo
California
-$12.4K
5
MFS
MSI Financial Services
Massachusetts
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$838K -$29.2K -2,674 -3%
U
2
UBS
Switzerland
$553K -$54.5K -4,991 -9%
KIM
3
Karpus Investment Management
New York
$310K -$6.56K -600 -2%
WAM
4
Wolverine Asset Management
Illinois
$243K +$90.9K +8,320 +61%
DA
5
Doliver Advisors
Texas
$184K -$66.9K -6,118 -27%
HK
6
Horizon Kinetics
New York
$180K -$9.55K -874 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$157K – – –
TCM
8
Tradewinds Capital Management
Washington
$133K – – –
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$97K – – –
EMA
10
Efficient Market Advisors
California
$55K – – –
Bank of America
11
Bank of America
North Carolina
$50K – – –
Wells Fargo
12
Wells Fargo
California
$43K -$12.4K -1,138 -23%
Morgan Stanley
13
Morgan Stanley
New York
$15K – – –
DADC
14
D.A. Davidson & Co
Montana
$11K – – –
Citigroup
15
Citigroup
New York
$4K – – –
MFS
16
MSI Financial Services
Massachusetts
– -$10K -950 Closed

CCA Hedge Fund Activity: Q2 2014 in Review

15 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q2 2014, worth a combined $2.87M — up 0.95% from $2.85M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of CCA and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 1 added.

The largest buyer was Wolverine Asset Management, adding an estimated $90.9K. The largest seller was Doliver Advisors, cutting an estimated $66.9K.

  • 15 institutional investors held MFS California Municipal Fund (CCA) as of Q2 2014, down from 16 in Q1 2014.
  • Funds reported $2.87M of MFS California Municipal Fund stock for Q2 2014, up 0.95% quarter-over-quarter.
  • 0 funds opened new MFS California Municipal Fund positions in Q2 2014 and 1 closed out, a net change of -1 holder.
  • The largest MFS California Municipal Fund buyer in Q2 2014 was Wolverine Asset Management, an estimated $90.9K added.
  • The largest MFS California Municipal Fund seller in Q2 2014 was Doliver Advisors, an estimated $66.9K sold.

Based on aggregated 13F filings for Q2 2014.