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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 $2.98M invested in MFS California Municipal Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.79M → $2.98M (+$194K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

17% less funds holding

Funds holding: 18 → 15 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$445K
2
AAM
Advisors Asset Management
Colorado
+$263K
3
Wells Fargo
Wells Fargo
California
+$69.1K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.07K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$297K
2
DA
Doliver Advisors
Texas
-$237K
3
Morgan Stanley
Morgan Stanley
New York
-$178K
4
HK
Horizon Kinetics
New York
-$15.2K
5
NPC
National Planning Corporation
California
-$6.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$961K +$445K +38,938 +90%
AAM
2
Advisors Asset Management
Colorado
$691K +$263K +22,996 +63%
KIM
3
Karpus Investment Management
New York
$292K – – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$165K – – –
Wells Fargo
5
Wells Fargo
California
$159K +$69.1K +6,045 +80%
DI
6
Diligent Investors
California
$157K – – –
HK
7
Horizon Kinetics
New York
$142K -$15.2K -1,328 -10%
TCM
8
Tradewinds Capital Management
Washington
$140K – – –
WT
9
Whittier Trust
California
$135K – – –
EMA
10
Efficient Market Advisors
California
$58K – – –
Bank of America
11
Bank of America
North Carolina
$52K – – –
Morgan Stanley
12
Morgan Stanley
New York
$16K -$178K -15,568 -92%
DADC
13
D.A. Davidson & Co
Montana
$11K – – –
Citigroup
14
Citigroup
New York
$1K -$3.33K -291 -78%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7 +$7.07K +618 New
WAM
16
Wolverine Asset Management
Illinois
– -$297K -27,252 Closed
DA
17
Doliver Advisors
Texas
– -$237K -21,770 Closed
NPC
18
National Planning Corporation
California
– -$6.7K -600 Closed
PAM
19
Panagora Asset Management
Massachusetts
– -$2K -179 Closed

CCA Hedge Fund Activity: Q1 2015 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q1 2015, worth a combined $2.98M — up 7% from $2.79M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CCA and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $445K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $297K sold.

  • 15 institutional investors held MFS California Municipal Fund (CCA) as of Q1 2015, down from 18 in Q4 2014.
  • Funds reported $2.98M of MFS California Municipal Fund stock for Q1 2015, up 7% quarter-over-quarter.
  • 1 fund opened new MFS California Municipal Fund positions in Q1 2015 and 4 closed out, a net change of -3 holders.
  • The largest MFS California Municipal Fund buyer in Q1 2015 was UBS Group, an estimated $445K added.
  • The largest MFS California Municipal Fund seller in Q1 2015 was Wolverine Asset Management, an estimated $297K sold.

Based on aggregated 13F filings for Q1 2015.