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CCA

MFS California Municipal Fund
CCA

Delisted

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

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18 hedge funds and large institutions have $2.79M invested in MFS California Municipal Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

6% more funds holding

Funds holding: 17 → 18 (+1)

10% less capital invested

Capital invested by funds: $3.08M → $2.79M (-$297K)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$170K
2
NPC
National Planning Corporation
California
+$6.54K
3
PAM
Panagora Asset Management
Massachusetts
+$1.95K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$395K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$96K
3
DA
Doliver Advisors
Texas
-$76.6K
4
KIM
Karpus Investment Management
New York
-$20.7K
5
Wells Fargo
Wells Fargo
California
-$10.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$475K +$474K +43,500 New
AAM
2
Advisors Asset Management
Colorado
$396K -$395K -36,271 -50%
WAM
3
Wolverine Asset Management
Illinois
$297K -$4.99K -458 -2%
KIM
4
Karpus Investment Management
New York
$273K -$20.7K -1,900 -7%
DA
5
Doliver Advisors
Texas
$237K -$76.6K -7,029 -24%
Morgan Stanley
6
Morgan Stanley
New York
$185K +$170K +15,568 +1,112%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$154K – – –
DI
8
Diligent Investors
California
$154K +$145K +13,318 New
HK
9
Horizon Kinetics
New York
$148K -$9.87K -905 -6%
TCM
10
Tradewinds Capital Management
Washington
$131K – – –
WT
11
Whittier Trust
California
$126K – – –
Wells Fargo
12
Wells Fargo
California
$83K -$10.9K -1,000 -12%
EMA
13
Efficient Market Advisors
California
$55K – – –
Bank of America
14
Bank of America
North Carolina
$49K – – –
DADC
15
D.A. Davidson & Co
Montana
$10K – – –
NPC
16
National Planning Corporation
California
$6.7K +$6.54K +600 New
Citigroup
17
Citigroup
New York
$4K – – –
PAM
18
Panagora Asset Management
Massachusetts
$2K +$1.95K +179 New
TJHA
19
Thomas J. Herzfeld Advisors
Florida
– -$96K -8,864 Closed

CCA Hedge Fund Activity: Q4 2014 in Review

18 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q4 2014, worth a combined $2.79M — down 9.6% from $3.08M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CCA positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $170K. The largest seller was Advisors Asset Management, cutting an estimated $395K.

  • 18 institutional investors held MFS California Municipal Fund (CCA) as of Q4 2014, up from 17 in Q3 2014.
  • Funds reported $2.79M of MFS California Municipal Fund stock for Q4 2014, down 9.6% quarter-over-quarter.
  • 4 funds opened new MFS California Municipal Fund positions in Q4 2014 and 1 closed out, a net change of +3 holders.
  • The largest MFS California Municipal Fund buyer in Q4 2014 was Morgan Stanley, an estimated $170K added.
  • The largest MFS California Municipal Fund seller in Q4 2014 was Advisors Asset Management, an estimated $395K sold.

Based on aggregated 13F filings for Q4 2014.