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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

109 hedge funds and large institutions have $227M invested in Nuveen California Quality Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
36
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$13.3M
2
G
GenTrust
Florida
+$6.05M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$4.61M
4
KIM
Karpus Investment Management
New York
+$2.5M
5
Morgan Stanley
Morgan Stanley
New York
+$2.49M

Top Sellers

1
IC
IEQ Capital
California
-$4.8M
2
RCM
Robinson Capital Management
Michigan
-$885K
3
AA
Apriem Advisors
California
-$577K
4
VHAM
Van Hulzen Asset Management
California
-$547K
5
GC
Guggenheim Capital
Illinois
-$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
51
WhitTier Trust Company
Nevada
$574K +$1.64K +120 +0.3%
PWP
52
Private Wealth Partners
California
$543K -$41.1K -3,000 -7%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$522K +$125K +9,145 +32%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$485K +$147K +10,724 +43%
BRWM
55
B. Riley Wealth Management
Tennessee
$484K +$5.13K +375 +1%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$477K +$244K +17,750 +105%
BC
57
Bartlett & Co
Ohio
$475K +$475K +34,700 New
UCFA
58
United Capital Financial Advisors
Texas
$463K +$198K +14,450 +75%
HighTower Advisors
59
HighTower Advisors
Illinois
$454K -$16.7K -1,219 -4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$441K +$9.58K +700 +2%
BF
61
BOK Financial
Oklahoma
$411K – – –
MIAN
62
Mariner Independent Advisor Network
Kansas
$403K -$316K -23,429 -44%
CRC
63
Curi RMB Capital
Illinois
$389K +$389K +28,389 New
SWP
64
Stratos Wealth Partners
Ohio
$365K +$55.4K +4,045 +18%
FAT
65
First American Trust
California
$336K -$8.75K -640 -3%
MA
66
MUFG Americas
New York
$317K +$317K +23,150 New
ECM
67
Evergreen Capital Management
Washington
$313K – – –
DAS
68
Dynamic Advisor Solutions
Arizona
$305K +$61.6K +4,506 +25%
Stifel Financial
69
Stifel Financial
Missouri
$297K +$30.5K +2,233 +11%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$289K – – –
CIA
71
Choate Investment Advisors
Massachusetts
$281K +$89.1K +6,500 +46%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$265K +$82.5K +6,020 +45%
KJWM
73
Kiley Juergens Wealth Management
Washington
$254K – – –
US Bancorp
74
US Bancorp
Minnesota
$243K – – –
TIM
75
Tortoise Investment Management
New York
$219K +$68.4K +5,000 +45%
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3
4 5