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CCA

MFS California Municipal Fund
CCA

Delisted

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

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15 hedge funds and large institutions have $4.17M invested in MFS California Municipal Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $3.54M → $4.17M (+$626K)

7% more funds holding

Funds holding: 14 → 15 (+1)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$263K
2
LCM
Landscape Capital Management
New Jersey
+$126K
3
Invesco
Invesco
Georgia
+$117K
4
WAM
Wolverine Asset Management
Illinois
+$106K
5
Wells Fargo
Wells Fargo
California
+$76.8K

Top Sellers

Rank Fund Capital Flow
1
PVWM
Point View Wealth Management
New Jersey
-$106K
2
Morgan Stanley
Morgan Stanley
New York
-$23.5K
3
UBS Group
UBS Group
Switzerland
-$11.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.06M +$76.8K +7,412 +8%
MC
2
Matisse Capital
Oregon
$630K +$263K +25,428 +70%
WAM
3
Wolverine Asset Management
Illinois
$494K +$106K +10,274 +27%
Morgan Stanley
4
Morgan Stanley
New York
$292K -$23.5K -2,270 -7%
LCM
5
Landscape Capital Management
New Jersey
$260K +$126K +12,181 +91%
DA
6
Doliver Advisors
Texas
$236K +$74K +7,143 +45%
RJA
7
Raymond James & Associates
Florida
$233K +$35.8K +3,460 +18%
CRC
8
Curi RMB Capital
Illinois
$226K +$13.5K +1,299 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$191K +$22.1K +2,129 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$145K – – –
UBS Group
11
UBS Group
Switzerland
$143K -$11.4K -1,096 -7%
Invesco
12
Invesco
Georgia
$115K +$117K +11,249 New
DI
13
Diligent Investors
California
$103K – – –
Bank of America
14
Bank of America
North Carolina
$35K +$20.7K +2,000 +133%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.04K +100 New
PVWM
16
Point View Wealth Management
New Jersey
– -$106K -10,148 Closed

CCA Hedge Fund Activity: Q2 2018 in Review

15 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MFS California Municipal Fund (CCA) for Q2 2018, worth a combined $4.17M — up 18% from $3.54M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CCA positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Matisse Capital, adding an estimated $263K. The largest seller was Point View Wealth Management, exiting entirely with an estimated $106K sold.

  • 15 institutional investors held MFS California Municipal Fund (CCA) as of Q2 2018, up from 14 in Q1 2018.
  • Funds reported $4.17M of MFS California Municipal Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 2 funds opened new MFS California Municipal Fund positions in Q2 2018 and 1 closed out, a net change of +1 holder.
  • The largest MFS California Municipal Fund buyer in Q2 2018 was Matisse Capital, an estimated $263K added.
  • The largest MFS California Municipal Fund seller in Q2 2018 was Point View Wealth Management, an estimated $106K sold.

Based on aggregated 13F filings for Q2 2018.