NAC icon

Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

122 hedge funds and large institutions have $448M invested in Nuveen California Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
41
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51M
2
KIM
2
Karpus Investment Management
New York
$69.7M
3
SCM
3
Saba Capital Management
New York
$91.9M
4
BPCM
4
Beach Point Capital Management
California
$15.5M
5
LSC
5
Logan Stone Capital
Illinois
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$51.9M
2
UBS Group
2
UBS Group
Switzerland
$17.7M
3
WT
3
Whittier Trust
California
$1M
4
EW
4
Evoke Wealth
California
$0
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
26
Ignite Planners
California
$1.95M +$8.97K +809 +0.5%
OIA
27
OneDigital Investment Advisors
Kansas
$1.86M -$16.9K -1,520 -0.9%
SIA
28
Sit Investment Associates
Minnesota
$1.86M +$1.34M +120,895 +260%
DTC
29
Davidson Trust Company
Washington
$1.77M +$21.9K +1,976 +1%
WS
30
Wedbush Securities
California
$1.42M +$15.2K +1,369 +1%
CC
31
Centiva Capital
New York
$1.26M +$1.26M +113,648 New
RJA
32
Raymond James & Associates
Florida
$1.12M -$98.7K -8,903 -8%
WT
33
Whittier Trust
California
$1M -$1.8M -161,987 -64%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$945K -$284K -25,630 -23%
RC
35
Rareview Capital
Nevada
$811K +$811K +73,135 New
FFA
36
First Foundation Advisors
California
$752K -$97.6K -8,804 -11%
Ameriprise
37
Ameriprise
Minnesota
$733K +$25.1K +2,264 +4%
PCIA
38
Prime Capital Investment Advisors
Kansas
$718K -$123K -11,128 -15%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$712K -$1.91K -172 -0.3%
SEP
40
Southland Equity Partners
Missouri
$704K -$81K -7,300 -10%
VHAM
41
Van Hulzen Asset Management
California
$704K -$17.8K -1,605 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$689K +$289K +26,054 +72%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$677K +$519K +46,807 +328%
DADC
44
D.A. Davidson & Co
Montana
$671K -$21K -1,897 -3%
AA
45
Apriem Advisors
California
$667K -$20.8K -1,875 -3%
OWP
46
Obermeyer Wealth Partners
Colorado
$599K +$103K +9,278 +21%
HCM
47
Hollencrest Capital Management
California
$598K – – –
Cerity Partners
48
Cerity Partners
New York
$582K – – –
MA
49
Mutual Advisors
Nebraska
$579K -$144K -12,982 -20%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$566K -$20K -1,803 -3%
1
2
3 4 5