MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
12 hedge funds and large institutions have $5.29M invested in MFS California Municipal Fund in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
12% more capital invested
Capital invested by funds: $4.71M → $5.29M (+$583K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
8% less funds holding
Funds holding: 13 → 12 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$308K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$34.9K |
| 3 |
Morgan Stanley
New York
|
+$25.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$147K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$121K |
| 3 |
LPL Financial
San Diego,
California
|
-$120K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $2.12M | +$34.9K | +2,671 | +2% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.26M | -$121K | -9,250 | -9% |
|
|
3
Wells Fargo
San Francisco,
California
| $670K | +$308K | +23,547 | +95% |
|
|
4
LPL Financial
San Diego,
California
| $441K | -$120K | -9,213 | -23% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $197K | – | – | – |
|
|
HK
6
Horizon Kinetics
New York
| $171K | – | – | – |
|
|
DI
7
Diligent Investors
Redlands,
California
| $154K | – | – | – |
|
|
PVWM
8
Point View Wealth Management
Summit,
New Jersey
| $141K | – | – | – |
|
|
9
Morgan Stanley
New York
| $71K | +$25.1K | +1,924 | +60% |
|
10
Bank of America
Charlotte,
North Carolina
| $42K | – | – | – |
|
|
DADC
11
D.A. Davidson & Co
Great Falls,
Montana
| $13K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $7K | -$1.69K | -129 | -21% |
|
|
TCM
13
Tradewinds Capital Management
Bellingham,
Washington
| – | -$147K | -12,000 | Closed |
|
CCA Hedge Fund Activity: Q2 2016 in Review
12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q2 2016, worth a combined $5.29M — up 12% from $4.71M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CCA and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Wells Fargo, adding an estimated $308K. The largest seller was Tradewinds Capital Management, exiting entirely with an estimated $147K sold.
- 12 institutional investors held MFS California Municipal Fund (CCA) as of Q2 2016, down from 13 in Q1 2016.
- Funds reported $5.29M of MFS California Municipal Fund stock for Q2 2016, up 12% quarter-over-quarter.
- 0 funds opened new MFS California Municipal Fund positions in Q2 2016 and 1 closed out, a net change of -1 holder.
- The largest MFS California Municipal Fund buyer in Q2 2016 was Wells Fargo, an estimated $308K added.
- The largest MFS California Municipal Fund seller in Q2 2016 was Tradewinds Capital Management, an estimated $147K sold.
Based on aggregated 13F filings for Q2 2016.