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CCA

MFS California Municipal Fund
CCA

Delisted

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

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17 hedge funds and large institutions have $3.08M invested in MFS California Municipal Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 15 → 17 (+2)

7% more capital invested

Capital invested by funds: $2.87M → $3.08M (+$210K)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
+$132K
2
WT
Whittier Trust
California
+$126K
3
WAM
Wolverine Asset Management
Illinois
+$61.9K
4
Wells Fargo
Wells Fargo
California
+$51.1K
5
GSC
Ground Swell Capital
South Carolina
+$1.2K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$34.3K
2
HK
Horizon Kinetics
New York
-$19.6K
3
U
UBS
Switzerland
-$16.2K
4
KIM
Karpus Investment Management
New York
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$779K -$34.3K -3,154 -4%
U
2
UBS
Switzerland
$523K -$16.2K -1,486 -3%
DA
3
Doliver Advisors
Texas
$310K +$132K +12,141 +73%
WAM
4
Wolverine Asset Management
Illinois
$298K +$61.9K +5,686 +26%
KIM
5
Karpus Investment Management
New York
$290K -$12K -1,100 -4%
HK
6
Horizon Kinetics
New York
$156K -$19.6K -1,800 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$153K – – –
TCM
8
Tradewinds Capital Management
Washington
$129K – – –
WT
9
Whittier Trust
California
$124K +$126K +11,541 New
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$96K +$740 +68 +0.8%
Wells Fargo
11
Wells Fargo
California
$93K +$51.1K +4,700 +120%
EMA
12
Efficient Market Advisors
California
$54K – – –
Bank of America
13
Bank of America
North Carolina
$48K – – –
Morgan Stanley
14
Morgan Stanley
New York
$15K – – –
DADC
15
D.A. Davidson & Co
Montana
$10K – – –
Citigroup
16
Citigroup
New York
$4K – – –
GSC
17
Ground Swell Capital
South Carolina
$1K +$1.2K +110 New

CCA Hedge Fund Activity: Q3 2014 in Review

17 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q3 2014, worth a combined $3.08M — up 7.3% from $2.87M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CCA positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Doliver Advisors, adding an estimated $132K. The largest seller was Advisors Asset Management, cutting an estimated $34.3K.

  • 17 institutional investors held MFS California Municipal Fund (CCA) as of Q3 2014, up from 15 in Q2 2014.
  • Funds reported $3.08M of MFS California Municipal Fund stock for Q3 2014, up 7.3% quarter-over-quarter.
  • 2 funds opened new MFS California Municipal Fund positions in Q3 2014 and 0 closed out, a net change of +2 holders.
  • The largest MFS California Municipal Fund buyer in Q3 2014 was Doliver Advisors, an estimated $132K added.
  • The largest MFS California Municipal Fund seller in Q3 2014 was Advisors Asset Management, an estimated $34.3K sold.

Based on aggregated 13F filings for Q3 2014.