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CCA

MFS California Municipal Fund
CCA

Delisted

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

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13 hedge funds and large institutions have $4.53M invested in MFS California Municipal Fund in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.04M → $4.53M (+$485K)

24% less funds holding

Funds holding: 17 → 13 (-4)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
13
Holders Change
-4
Holders Change %
-23.53%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$745K
2
Morgan Stanley
Morgan Stanley
New York
+$24.8K
3
LPL Financial
LPL Financial
California
+$807

Top Sellers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
-$122K
2
AAM
Advisors Asset Management
Colorado
-$73.4K
3
CRC
Curi RMB Capital
Illinois
-$65.8K
4
TWA
TCI Wealth Advisors
Arizona
-$56K
5
MBT
Montecito Bank & Trust
California
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.55M +$745K +64,558 +93%
AAM
2
Advisors Asset Management
Colorado
$939K -$73.4K -6,364 -7%
WAM
3
Wolverine Asset Management
Illinois
$395K -$11.3K -984 -3%
UBS Group
4
UBS Group
Switzerland
$390K -$26K -2,257 -6%
LPL Financial
5
LPL Financial
California
$335K +$807 +70 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$204K +$24.8K +2,154 +14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$164K – – –
CRC
8
Curi RMB Capital
Illinois
$140K -$65.8K -5,708 -32%
HK
9
Horizon Kinetics
New York
$131K -$1.15K -100 -0.9%
DI
10
Diligent Investors
California
$129K – – –
PVWM
11
Point View Wealth Management
New Jersey
$117K – – –
Bank of America
12
Bank of America
North Carolina
$17K – – –
DADC
13
D.A. Davidson & Co
Montana
$11K – – –
MIG
14
Mariner Investment Group
New York
– -$122K -10,818 Closed
TWA
15
TCI Wealth Advisors
Arizona
– -$56K -5,000 Closed
MBT
16
Montecito Bank & Trust
California
– -$44K -3,890 Closed
TFA
17
Transamerica Financial Advisors
Florida
– -$4K -298 Closed

CCA Hedge Fund Activity: Q1 2017 in Review

13 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q1 2017, worth a combined $4.53M — up 12% from $4.04M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CCA and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Wells Fargo, adding an estimated $745K. The largest seller was Mariner Investment Group, exiting entirely with an estimated $122K sold.

  • 13 institutional investors held MFS California Municipal Fund (CCA) as of Q1 2017, down from 17 in Q4 2016.
  • Funds reported $4.53M of MFS California Municipal Fund stock for Q1 2017, up 12% quarter-over-quarter.
  • 0 funds opened new MFS California Municipal Fund positions in Q1 2017 and 4 closed out, a net change of -4 holders.
  • The largest MFS California Municipal Fund buyer in Q1 2017 was Wells Fargo, an estimated $745K added.
  • The largest MFS California Municipal Fund seller in Q1 2017 was Mariner Investment Group, an estimated $122K sold.

Based on aggregated 13F filings for Q1 2017.