MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
13 hedge funds and large institutions have $4.5M invested in MFS California Municipal Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 12 → 13 (+1)
15% less capital invested
Capital invested by funds: $5.29M → $4.5M (-$794K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$152K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.86K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.78K |
| 4 |
Citigroup
New York
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$830K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$101K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.9K |
| 4 |
HK
Horizon Kinetics
New York
|
-$12.5K |
| 5 |
LPL Financial
San Diego,
California
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $2.02M | -$101K | -7,280 | -5% |
|
|
2
Wells Fargo
San Francisco,
California
| $676K | +$4.86K | +349 | +0.7% |
|
|
3
UBS Group
Zurich,
Switzerland
| $438K | -$830K | -59,628 | -65% |
|
|
4
LPL Financial
San Diego,
California
| $434K | -$10.4K | -745 | -2% |
|
|
5
Morgan Stanley
New York
| $224K | +$152K | +10,954 | +214% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $197K | – | – | – |
|
|
HK
7
Horizon Kinetics
New York
| $159K | -$12.5K | -900 | -7% |
|
|
DI
8
Diligent Investors
Redlands,
California
| $158K | – | – | – |
|
|
PVWM
9
Point View Wealth Management
Summit,
New Jersey
| $141K | – | – | – |
|
|
10
Bank of America
Charlotte,
North Carolina
| $21K | -$20.9K | -1,500 | -50% |
|
|
DADC
11
D.A. Davidson & Co
Great Falls,
Montana
| $13K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $10K | +$2.78K | +200 | +40% |
|
|
13
Citigroup
New York
| – | +$28 | +2 | New |
|
CCA Hedge Fund Activity: Q3 2016 in Review
13 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q3 2016, worth a combined $4.5M — down 15% from $5.29M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CCA positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $152K. The largest seller was UBS Group, cutting an estimated $830K.
- 13 institutional investors held MFS California Municipal Fund (CCA) as of Q3 2016, up from 12 in Q2 2016.
- Funds reported $4.5M of MFS California Municipal Fund stock for Q3 2016, down 15% quarter-over-quarter.
- 1 fund opened new MFS California Municipal Fund positions in Q3 2016 and 0 closed out, a net change of +1 holder.
- The largest MFS California Municipal Fund buyer in Q3 2016 was Morgan Stanley, an estimated $152K added.
- The largest MFS California Municipal Fund seller in Q3 2016 was UBS Group, an estimated $830K sold.
Based on aggregated 13F filings for Q3 2016.