MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
15 hedge funds and large institutions have $3.42M invested in MFS California Municipal Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
21% more capital invested
Capital invested by funds: $2.82M → $3.42M (+$599K)
15% more funds holding
Funds holding: 13 → 15 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$226K |
| 2 |
LPL Financial
San Diego,
California
|
+$144K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$127K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$37.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $1.17M | +$226K | +20,773 | +24% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $911K | +$127K | +11,618 | +16% |
|
|
3
Wells Fargo
San Francisco,
California
| $189K | +$10.9K | +1,001 | +6% |
|
|
KIM
4
Karpus Investment Management
Pittsford,
New York
| $166K | – | – | – |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $156K | – | – | – |
|
|
DI
6
Diligent Investors
Redlands,
California
| $150K | – | – | – |
|
|
7
LPL Financial
San Diego,
California
| $146K | +$144K | +13,245 | New |
|
|
HK
8
Horizon Kinetics
New York
| $134K | – | – | – |
|
|
TCM
9
Tradewinds Capital Management
Bellingham,
Washington
| $132K | – | – | – |
|
|
WT
10
Whittier Trust
South Pasadena,
California
| $127K | – | – | – |
|
|
EMA
11
Efficient Market Advisors
San Diego,
California
| $55K | – | – | – |
|
|
WAM
12
Wolverine Asset Management
Chicago,
Illinois
| $37K | +$37.2K | +3,415 | New |
|
13
Bank of America
Charlotte,
North Carolina
| $16K | – | – | – |
|
|
14
Morgan Stanley
New York
| $15K | -$11.5K | -1,052 | -43% |
|
|
DADC
15
D.A. Davidson & Co
Great Falls,
Montana
| $10K | – | – | – |
|
CCA Hedge Fund Activity: Q3 2015 in Review
15 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q3 2015, worth a combined $3.42M — up 21% from $2.82M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CCA positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $226K. The largest seller was Morgan Stanley, cutting an estimated $11.5K.
- 15 institutional investors held MFS California Municipal Fund (CCA) as of Q3 2015, up from 13 in Q2 2015.
- Funds reported $3.42M of MFS California Municipal Fund stock for Q3 2015, up 21% quarter-over-quarter.
- 2 funds opened new MFS California Municipal Fund positions in Q3 2015 and 0 closed out, a net change of +2 holders.
- The largest MFS California Municipal Fund buyer in Q3 2015 was UBS Group, an estimated $226K added.
- The largest MFS California Municipal Fund seller in Q3 2015 was Morgan Stanley, an estimated $11.5K sold.
Based on aggregated 13F filings for Q3 2015.