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CCA

MFS California Municipal Fund
CCA

Delisted

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

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17 hedge funds and large institutions have $4.04M invested in MFS California Municipal Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

31% more funds holding

Funds holding: 13 → 17 (+4)

10% less capital invested

Capital invested by funds: $4.5M → $4.04M (-$456K)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$426K
2
Wells Fargo
Wells Fargo
California
+$256K
3
CRC
Curi RMB Capital
Illinois
+$215K
4
MIG
Mariner Investment Group
New York
+$131K
5
TWA
TCI Wealth Advisors
Arizona
+$60.6K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$716K
2
LPL Financial
LPL Financial
California
-$23.9K
3
TRCT
Tower Research Capital (TRC)
New York
-$10K
4
Morgan Stanley
Morgan Stanley
New York
-$7.36K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$974K -$716K -59,087 -41%
Wells Fargo
2
Wells Fargo
California
$785K +$256K +21,120 +43%
UBS Group
3
UBS Group
Switzerland
$405K +$54.6K +4,502 +14%
WAM
4
Wolverine Asset Management
Illinois
$396K +$426K +35,176 New
LPL Financial
5
LPL Financial
California
$325K -$23.9K -1,970 -6%
CRC
6
Curi RMB Capital
Illinois
$200K +$215K +17,769 New
Morgan Stanley
7
Morgan Stanley
New York
$174K -$7.36K -607 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$159K – – –
HK
9
Horizon Kinetics
New York
$129K – – –
DI
10
Diligent Investors
California
$125K – – –
MIG
11
Mariner Investment Group
New York
$122K +$131K +10,818 New
PVWM
12
Point View Wealth Management
New Jersey
$114K – – –
TWA
13
TCI Wealth Advisors
Arizona
$56K +$60.6K +5,000 New
MBT
14
Montecito Bank & Trust
California
$44K +$47.2K +3,890 New
Bank of America
15
Bank of America
North Carolina
$17K – – –
DADC
16
D.A. Davidson & Co
Montana
$11K – – –
TFA
17
Transamerica Financial Advisors
Florida
$4K +$3.61K +298 New
TRCT
18
Tower Research Capital (TRC)
New York
– -$10K -700 Closed

CCA Hedge Fund Activity: Q4 2016 in Review

17 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q4 2016, worth a combined $4.04M — down 10% from $4.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CCA positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $426K. The largest seller was Advisors Asset Management, cutting an estimated $716K.

  • 17 institutional investors held MFS California Municipal Fund (CCA) as of Q4 2016, up from 13 in Q3 2016.
  • Funds reported $4.04M of MFS California Municipal Fund stock for Q4 2016, down 10% quarter-over-quarter.
  • 6 funds opened new MFS California Municipal Fund positions in Q4 2016 and 2 closed out, a net change of +4 holders.
  • The largest MFS California Municipal Fund buyer in Q4 2016 was Wolverine Asset Management, an estimated $426K added.
  • The largest MFS California Municipal Fund seller in Q4 2016 was Advisors Asset Management, an estimated $716K sold.

Based on aggregated 13F filings for Q4 2016.