MFS California Municipal Fund
CCA was delisted on the 11th of September, 2019.
8 hedge funds and large institutions have $2.51M invested in MFS California Municipal Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
19% less capital invested
Capital invested by funds: $3.1M → $2.51M (-$593K)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$131K |
| 2 |
Morgan Stanley
New York
|
+$123K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$51.2K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$40.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$31.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$657K |
| 2 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$126K |
| 3 |
DI
Diligent Investors
Redlands,
California
|
-$11.8K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $1.22M | +$51.2K | +4,340 | +4% |
|
|
2
Morgan Stanley
New York
| $454K | +$123K | +10,394 | +36% |
|
|
3
UBS Group
Zurich,
Switzerland
| $374K | +$31.8K | +2,695 | +9% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $163K | – | – | – |
|
|
CRC
5
Curi RMB Capital
Chicago,
Illinois
| $128K | +$131K | +11,080 | New |
|
|
DI
6
Diligent Investors
Redlands,
California
| $116K | -$11.8K | -1,000 | -9% |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $39K | +$40.8K | +3,461 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $17K | – | – | – |
|
|
AAM
9
Advisors Asset Management
Monument,
Colorado
| – | -$657K | -53,024 | Closed |
|
|
10
Northern Trust
Chicago,
Illinois
| – | -$1K | -11,232 | Closed |
|
|
PVWM
11
Point View Wealth Management
Summit,
New Jersey
| – | -$126K | -10,148 | Closed |
|
CCA Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q4 2017, worth a combined $2.51M — down 19% from $3.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CCA and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $131K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $657K sold.
- 8 institutional investors held MFS California Municipal Fund (CCA) as of Q4 2017, down from 10 in Q3 2017.
- Funds reported $2.51M of MFS California Municipal Fund stock for Q4 2017, down 19% quarter-over-quarter.
- 2 funds opened new MFS California Municipal Fund positions in Q4 2017 and 4 closed out, a net change of -2 holders.
- The largest MFS California Municipal Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $131K added.
- The largest MFS California Municipal Fund seller in Q4 2017 was Advisors Asset Management, an estimated $657K sold.
Based on aggregated 13F filings for Q4 2017.