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Nuveen California Quality Municipal Income Fund

116 hedge funds and large institutions have $259M invested in Nuveen California Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

7% more funds holding

Funds holding: 108116 (+8)

0% more capital invested

Capital invested by funds: $259M → $259M (+$332K)

0.46% less ownership

Funds ownership: 12.28%11.82% (-0.46%)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
34
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1.45M -$244K -16,479 -15%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.43M +$852K +57,462 +157%
RJA
28
Raymond James & Associates
Florida
$1.37M +$15.3K +1,029 +1%
Ameriprise
29
Ameriprise
Minnesota
$1.25M +$38.5K +2,593 +3%
EW
30
Evoke Wealth
California
$1.2M +$76.6K +5,168 +7%
RCM
31
RB Capital Management
Nevada
$1.18M +$80.9K +5,457 +8%
AA
32
Apriem Advisors
California
$1.13M -$59.3K -4,000 -5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.03M +$203K +13,672 +25%
VHAM
34
Van Hulzen Asset Management
California
$1M +$94.2K +6,350 +11%
KW
35
KWB Wealth
California
$1M +$980K +66,084 New
LWAC
36
Laurel Wealth Advisors (California)
California
$868K +$504 +34 +0.1%
BWA
37
BDO Wealth Advisors
Florida
$798K +$780K +52,614 New
MA
38
Mutual Advisors
Nebraska
$794K +$10.8K +725 +1%
VCM
39
Vivaldi Capital Management
Illinois
$787K +$59 +4 +0%
WS
40
Wedbush Securities
California
$776K -$485K -32,714 -39%
HCM
41
Hollencrest Capital Management
California
$741K
JP Morgan Chase
42
JP Morgan Chase
New York
$737K
GJIC
43
Gamble Jones Investment Counsel
California
$736K
Cohen & Steers
44
Cohen & Steers
New York
$734K
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$724K
NAM
46
Newfleet Asset Management
Connecticut
$724K +$708K +47,733 New
MIAN
47
Mariner Independent Advisor Network
Kansas
$698K +$452K +30,461 +196%
EHC
48
Everett Harris & Co
California
$697K
WTC
49
WhitTier Trust Company
Nevada
$668K +$46.8K +3,158 +8%
SW
50
SteelPeak Wealth
California
$628K

NAC Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q4 2020, worth a combined $259M — up 0.13% from $259M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAC positions and 9 closed out — a net gain of 9 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $1.54M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.32M.

  • 116 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $259M of Nuveen California Quality Municipal Income Fund stock for Q4 2020, up 0.13% quarter-over-quarter.
  • 18 funds opened new Nuveen California Quality Municipal Income Fund positions in Q4 2020 and 9 closed out, a net change of +9 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q4 2020 was UBS Group, an estimated $1.54M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $9.32M sold.

Based on aggregated 13F filings for Q4 2020.