MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
13 hedge funds and large institutions have $4.71M invested in MFS California Municipal Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
18% more capital invested
Capital invested by funds: $4M → $4.71M (+$710K)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$346K |
| 2 |
LPL Financial
San Diego,
California
|
+$149K |
| 3 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
+$122K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$90.3K |
| 5 |
Morgan Stanley
New York
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| 2 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$59K |
| 3 |
Citigroup
New York
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $1.84M | +$346K | +28,746 | +24% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.23M | -$108K | -8,986 | -8% |
|
|
3
LPL Financial
San Diego,
California
| $507K | +$149K | +12,400 | +44% |
|
|
4
Wells Fargo
San Francisco,
California
| $302K | +$90.3K | +7,504 | +44% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $173K | – | – | – |
|
|
HK
6
Horizon Kinetics
New York
| $151K | +$1.2K | +100 | +0.8% |
|
|
TCM
7
Tradewinds Capital Management
Bellingham,
Washington
| $147K | – | – | – |
|
|
DI
8
Diligent Investors
Redlands,
California
| $136K | – | – | – |
|
|
PVWM
9
Point View Wealth Management
Summit,
New Jersey
| $124K | +$122K | +10,148 | New |
|
|
10
Morgan Stanley
New York
| $39K | +$12K | +1,000 | +45% |
|
11
Bank of America
Charlotte,
North Carolina
| $36K | – | – | – |
|
|
DADC
12
D.A. Davidson & Co
Great Falls,
Montana
| $12K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $8K | +$7.57K | +629 | New |
|
|
EMA
14
Efficient Market Advisors
San Diego,
California
| – | -$59K | -5,000 | Closed |
|
|
15
Citigroup
New York
| – | -$6K | -544 | Closed |
|
CCA Hedge Fund Activity: Q1 2016 in Review
13 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q1 2016, worth a combined $4.71M — up 18% from $4M a quarter earlier.
Fund positioning in CCA was balanced in Q1 2016: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $346K. The largest seller was UBS Group, cutting an estimated $108K.
- 13 institutional investors held MFS California Municipal Fund (CCA) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $4.71M of MFS California Municipal Fund stock for Q1 2016, up 18% quarter-over-quarter.
- 2 funds opened new MFS California Municipal Fund positions in Q1 2016 and 2 closed out, a net change of 0 holders.
- The largest MFS California Municipal Fund buyer in Q1 2016 was Advisors Asset Management, an estimated $346K added.
- The largest MFS California Municipal Fund seller in Q1 2016 was UBS Group, an estimated $108K sold.
Based on aggregated 13F filings for Q1 2016.