We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund
NAC

118 hedge funds and large institutions have $248M invested in Nuveen California Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

0.84% more ownership

Funds ownership: 12.25% → 13.09% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 119 → 118 (-1)

10% less capital invested

Capital invested by funds: $277M → $248M (-$28.4M)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
40
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.77M
2
RCM
Rivernorth Capital Management
Florida
+$3.72M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$3.46M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.42M
5
SCA
Snowden Capital Advisors
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.56M
2
FFM
Forum Financial Management
Illinois
-$1.75M
3
Wells Fargo
Wells Fargo
California
-$1.12M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$924K
5
IFG
Independent Financial Group
California
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
26
Magnolia Capital Advisors
Mississippi
$1.28M +$1.36M +97,326 New
IP
27
Ignite Planners
California
$1.21M +$1.39M +99,084 New
VHAM
28
Van Hulzen Asset Management
California
$1.13M -$121K -8,649 -9%
RCM
29
RB Capital Management
Nevada
$1.05M +$34.3K +2,448 +3%
KW
30
KWB Wealth
California
$1.01M – – –
LGWM
31
Litman Gregory Wealth Management
California
$991K +$1.06M +75,500 New
Ameriprise
32
Ameriprise
Minnesota
$962K -$45.6K -3,257 -4%
AA
33
Apriem Advisors
California
$922K -$3.5K -250 -0.4%
COLIM
34
City of London Investment Management
United Kingdom
$853K – – –
FFA
35
First Foundation Advisors
California
$850K -$39.3K -2,803 -4%
HPWA
36
Hall Private Wealth Advisors
North Carolina
$786K +$45.6K +3,255 +6%
MA
37
Mutual Advisors
Nebraska
$725K -$211K -15,021 -21%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$694K -$4.2K -300 -0.6%
WWM
39
Western Wealth Management
Colorado
$659K +$493K +35,211 +234%
Comerica Bank
40
Comerica Bank
Texas
$656K +$746K +53,236 New
GJIC
41
Gamble Jones Investment Counsel
California
$637K – – –
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$626K – – –
NAM
43
Newfleet Asset Management
Connecticut
$626K – – –
PWP
44
Private Wealth Partners
California
$622K +$224K +16,000 +51%
CRWM
45
Castle Rock Wealth Management
California
$608K -$25.6K -1,826 -4%
EHC
46
Everett Harris & Co
California
$604K – – –
SW
47
SteelPeak Wealth
California
$598K – – –
EW
48
Evoke Wealth
California
$595K -$36.3K -2,589 -5%
BC
49
Bartlett & Co
Ohio
$593K +$14K +1,000 +2%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$593K +$14K +1,000 +2%
1
2
3 4 5

NAC Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q1 2022, worth a combined $248M — down 10% from $277M a quarter earlier.

Fund positioning in NAC was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 40 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.77M. The largest seller was UBS Group, cutting an estimated $3.56M.

  • 118 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q1 2022, down from 119 in Q4 2021.
  • Funds reported $248M of Nuveen California Quality Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen California Quality Municipal Income Fund positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q1 2022 was Guggenheim Capital, an estimated $4.77M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q1 2022 was UBS Group, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2022.