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 %
AC
51
Almitas Capital
California
$529K +$529K +47,674 New
EHC
52
Everett Harris & Co
California
$510K – – –
OIM
53
Oder Investment Management
California
$498K +$13.9K +1,253 +3%
CFG
54
Cooper Financial Group
California
$447K -$36.9K -3,329 -8%
NWM
55
Napa Wealth Management
California
$446K +$446K +40,233 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$444K -$10K -904 -2%
CWP
57
Core Wealth Partners
California
$416K – – –
PWSG
58
Pacific Wealth Strategies Group
California
$397K -$21.1K -1,900 -5%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$382K -$243K -21,950 -39%
BC
60
Bartlett & Co
Ohio
$380K -$242K -21,950 -39%
TIM
61
Tortoise Investment Management
New York
$346K -$87.4K -7,882 -20%
AWS
62
Atria Wealth Solutions
New York
$323K -$7.04K -635 -2%
WFA
63
Wellspring Financial Advisors
Ohio
$295K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$290K – – –
Stifel Financial
65
Stifel Financial
Missouri
$286K -$146K -13,145 -34%
CRWM
66
Castle Rock Wealth Management
California
$285K +$33 +3 +0%
IAIM
67
International Assets Investment Management
Florida
$274K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$264K +$248K +22,354 +1,496%
MA
69
MKT Advisors
California
$255K – – –
RF
70
RHS Financial
California
$244K +$106K +9,571 +77%
US Bancorp
71
US Bancorp
Minnesota
$239K +$6.65K +600 +3%
RCM
72
RB Capital Management
Nevada
$228K +$2.26K +204 +1%
CIA
73
Choate Investment Advisors
Massachusetts
$227K – – –
FAT
74
First American Trust
California
$211K -$22.2K -2,000 -10%
NIWA
75
New Insight Wealth Advisors
California
$206K +$206K +18,550 New
1 2
3
4 5