MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
12 hedge funds and large institutions have $3.93M invested in MFS California Municipal Fund in 2017 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
8% less funds holding
Funds holding: 13 → 12 (-1)
13% less capital invested
Capital invested by funds: $4.53M → $3.93M (-$599K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$319K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$73.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$352K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$310K |
| 3 |
LPL Financial
San Diego,
California
|
-$207K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$140K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$7.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $1.21M | -$352K | -30,339 | -23% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $624K | -$310K | -26,714 | -33% |
|
|
3
Morgan Stanley
New York
| $526K | +$319K | +27,453 | +156% |
|
|
4
UBS Group
Zurich,
Switzerland
| $467K | +$73.2K | +6,306 | +19% |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $391K | -$7.43K | -640 | -2% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $165K | – | – | – |
|
|
HK
7
Horizon Kinetics
New York
| $132K | – | – | – |
|
|
8
LPL Financial
San Diego,
California
| $131K | -$207K | -17,800 | -61% |
|
|
DI
9
Diligent Investors
Redlands,
California
| $130K | – | – | – |
|
|
PVWM
10
Point View Wealth Management
Summit,
New Jersey
| $118K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $18K | – | – | – |
|
|
DADC
12
D.A. Davidson & Co
Great Falls,
Montana
| $11K | – | – | – |
|
|
CRC
13
Curi RMB Capital
Chicago,
Illinois
| – | -$140K | -12,061 | Closed |
|
CCA Hedge Fund Activity: Q2 2017 in Review
12 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q2 2017, worth a combined $3.93M — down 13% from $4.53M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CCA and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $319K. The largest seller was Wells Fargo, cutting an estimated $352K.
- 12 institutional investors held MFS California Municipal Fund (CCA) as of Q2 2017, down from 13 in Q1 2017.
- Funds reported $3.93M of MFS California Municipal Fund stock for Q2 2017, down 13% quarter-over-quarter.
- 0 funds opened new MFS California Municipal Fund positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest MFS California Municipal Fund buyer in Q2 2017 was Morgan Stanley, an estimated $319K added.
- The largest MFS California Municipal Fund seller in Q2 2017 was Wells Fargo, an estimated $352K sold.
Based on aggregated 13F filings for Q2 2017.