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CCA

MFS California Municipal Fund
CCA

Delisted

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

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13 hedge funds and large institutions have $2.82M invested in MFS California Municipal Fund in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

5% less capital invested

Capital invested by funds: $2.98M → $2.82M (-$161K)

13% less funds holding

Funds holding: 15 → 13 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$142K
2
UBS Group
UBS Group
Switzerland
+$40.9K
3
Wells Fargo
Wells Fargo
California
+$28.8K
4
Morgan Stanley
Morgan Stanley
New York
+$11.9K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$113K
2
Bank of America
Bank of America
North Carolina
-$34.1K
3
Citigroup
Citigroup
New York
-$1K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$926K +$40.9K +3,600 +4%
AAM
2
Advisors Asset Management
Colorado
$770K +$142K +12,504 +21%
Wells Fargo
3
Wells Fargo
California
$174K +$28.8K +2,536 +19%
KIM
4
Karpus Investment Management
New York
$163K -$113K -9,906 -40%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$152K – – –
DI
6
Diligent Investors
California
$143K – – –
HK
7
Horizon Kinetics
New York
$132K – – –
TCM
8
Tradewinds Capital Management
Washington
$129K – – –
WT
9
Whittier Trust
California
$124K – – –
EMA
10
Efficient Market Advisors
California
$54K – – –
Morgan Stanley
11
Morgan Stanley
New York
$26K +$11.9K +1,052 +75%
Bank of America
12
Bank of America
North Carolina
$16K -$34.1K -3,000 -67%
DADC
13
D.A. Davidson & Co
Montana
$10K – – –
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7 -618 Closed
Citigroup
15
Citigroup
New York
– -$1K -84 Closed

CCA Hedge Fund Activity: Q2 2015 in Review

13 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q2 2015, worth a combined $2.82M — down 5.4% from $2.98M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CCA and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 4 added.

The largest buyer was Advisors Asset Management, adding an estimated $142K. The largest seller was Karpus Investment Management, cutting an estimated $113K.

  • 13 institutional investors held MFS California Municipal Fund (CCA) as of Q2 2015, down from 15 in Q1 2015.
  • Funds reported $2.82M of MFS California Municipal Fund stock for Q2 2015, down 5.4% quarter-over-quarter.
  • 0 funds opened new MFS California Municipal Fund positions in Q2 2015 and 2 closed out, a net change of -2 holders.
  • The largest MFS California Municipal Fund buyer in Q2 2015 was Advisors Asset Management, an estimated $142K added.
  • The largest MFS California Municipal Fund seller in Q2 2015 was Karpus Investment Management, an estimated $113K sold.

Based on aggregated 13F filings for Q2 2015.