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Nuveen California Quality Municipal Income Fund
NAC

104 hedge funds and large institutions have $212M invested in Nuveen California Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

0.09% more ownership

Funds ownership: 13.23% → 13.32% (+0.09%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 107 → 104 (-3)

10% less capital invested

Capital invested by funds: $236M → $212M (-$23.4M)

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
35
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCG
Regatta Capital Group
California
+$2.15M
2
AWS
Atria Wealth Solutions
New York
+$1.13M
3
Wells Fargo
Wells Fargo
California
+$1.1M
4
GC
Guggenheim Capital
Illinois
+$876K
5
AAM
Advisors Asset Management
Colorado
+$872K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.4M
2
LGWM
Litman Gregory Wealth Management
California
-$915K
3
AA
AQR Arbitrage
Connecticut
-$894K
4
LCM
Landscape Capital Management
New Jersey
-$540K
5
DADC
D.A. Davidson & Co
Montana
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$1.24M -$539K -44,358 -28%
IP
27
Ignite Planners
California
$1.12M – – –
VHAM
28
Van Hulzen Asset Management
California
$1.02M +$49.4K +4,068 +5%
AWS
29
Atria Wealth Solutions
New York
$1.02M +$1.13M +92,813 New
FFA
30
First Foundation Advisors
California
$995K +$301K +24,728 +37%
RCM
31
RB Capital Management
Nevada
$867K +$20.5K +1,685 +2%
AA
32
Apriem Advisors
California
$770K – – –
COLIM
33
City of London Investment Management
United Kingdom
$713K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$647K -$49.4K -4,065 -6%
KW
35
KWB Wealth
California
$641K -$61.6K -5,069 -8%
MA
36
Mutual Advisors
Nebraska
$624K +$410K +33,730 +146%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$622K +$19.3K +1,585 +3%
Ameriprise
38
Ameriprise
Minnesota
$570K -$215K -17,721 -25%
OWP
39
Obermeyer Wealth Partners
Colorado
$555K +$615K +50,596 New
BC
40
Bartlett & Co
Ohio
$535K +$24.3K +2,000 +4%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$535K +$24.3K +2,000 +4%
GJIC
42
Gamble Jones Investment Counsel
California
$532K – – –
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$524K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$521K +$69.2K +5,696 +14%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$517K -$277K -22,800 -33%
EHC
46
Everett Harris & Co
California
$505K – – –
WWM
47
Western Wealth Management
Colorado
$500K – – –
PWP
48
Private Wealth Partners
California
$488K – – –
OIM
49
Oder Investment Management
California
$478K +$117K +9,642 +28%
CFG
50
Cooper Financial Group
California
$467K +$6.29K +518 +1%
1
2
3 4 5

NAC Hedge Fund Activity: Q3 2022 in Review

104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q3 2022, worth a combined $212M — down 9.9% from $236M a quarter earlier.

Fund positioning in NAC was balanced in Q3 2022: 11 funds opened new positions, 11 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Regatta Capital Group, adding an estimated $2.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.4M.

  • 104 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q3 2022, down from 107 in Q2 2022.
  • Funds reported $212M of Nuveen California Quality Municipal Income Fund stock for Q3 2022, down 9.9% quarter-over-quarter.
  • 11 funds opened new Nuveen California Quality Municipal Income Fund positions in Q3 2022 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q3 2022 was Regatta Capital Group, an estimated $2.15M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2022.