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CCA

MFS California Municipal Fund
CCA

Delisted

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

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14 hedge funds and large institutions have $3.54M invested in MFS California Municipal Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding

Funds holding: 8 → 14 (+6)

41% more capital invested

Capital invested by funds: $2.51M → $3.54M (+$1.03M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$394K
2
WAM
Wolverine Asset Management
Illinois
+$377K
3
RJA
Raymond James & Associates
Florida
+$210K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$180K
5
DA
Doliver Advisors
Texas
+$174K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$190K
2
Wells Fargo
Wells Fargo
California
-$96.4K
3
Morgan Stanley
Morgan Stanley
New York
-$94.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.01M -$96.4K -8,864 -8%
WAM
2
Wolverine Asset Management
Illinois
$398K +$377K +34,672 +1,002%
MC
3
Matisse Capital
Oregon
$379K +$394K +36,272 New
Morgan Stanley
4
Morgan Stanley
New York
$322K -$94.1K -8,654 -22%
CRC
5
Curi RMB Capital
Illinois
$218K +$106K +9,750 +88%
RJA
6
Raymond James & Associates
Florida
$202K +$210K +19,353 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$173K +$180K +16,597 New
DA
8
Doliver Advisors
Texas
$167K +$174K +15,968 New
UBS Group
9
UBS Group
Switzerland
$157K -$190K -17,473 -54%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$147K – – –
LCM
11
Landscape Capital Management
New Jersey
$139K +$145K +13,326 New
DI
12
Diligent Investors
California
$106K – – –
PVWM
13
Point View Wealth Management
New Jersey
$106K +$110K +10,148 New
Bank of America
14
Bank of America
North Carolina
$16K – – –

CCA Hedge Fund Activity: Q1 2018 in Review

14 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q1 2018, worth a combined $3.54M — up 41% from $2.51M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CCA positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $394K. The largest seller was UBS Group, cutting an estimated $190K.

  • 14 institutional investors held MFS California Municipal Fund (CCA) as of Q1 2018, up from 8 in Q4 2017.
  • Funds reported $3.54M of MFS California Municipal Fund stock for Q1 2018, up 41% quarter-over-quarter.
  • 6 funds opened new MFS California Municipal Fund positions in Q1 2018 and 0 closed out, a net change of +6 holders.
  • The largest MFS California Municipal Fund buyer in Q1 2018 was Matisse Capital, an estimated $394K added.
  • The largest MFS California Municipal Fund seller in Q1 2018 was UBS Group, an estimated $190K sold.

Based on aggregated 13F filings for Q1 2018.