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Nuveen California Quality Municipal Income Fund

127 hedge funds and large institutions have $426M invested in Nuveen California Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

4% more funds holding

Funds holding: 122127 (+5)

5% less capital invested

Capital invested by funds: $448M → $426M (-$22.1M)

1.2% less ownership

Funds ownership: 27.93%26.73% (-1.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
43
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$590K +$410K +37,284 +229%
FFA
52
First Foundation Advisors
California
$584K -$163K -14,787 -22%
PWSG
53
Pacific Wealth Strategies Group
California
$575K +$180K +16,400 +46%
Cerity Partners
54
Cerity Partners
New York
$561K
CC
55
Centiva Capital
New York
$524K -$728K -66,127 -58%
EHC
56
Everett Harris & Co
California
$507K
OIM
57
Oder Investment Management
California
$496K +$308 +28 +0.1%
CFG
58
Cooper Financial Group
California
$451K +$6.8K +618 +2%
NWM
59
Napa Wealth Management
California
$443K
IWC
60
Integrated Wealth Concepts
Massachusetts
$435K -$6.11K -555 -1%
Empower Advisory Group
61
Empower Advisory Group
Colorado
$433K +$432K +39,269 New
CWP
62
Core Wealth Partners
California
$414K
AWA
63
Aquire Wealth Advisors
Utah
$406K +$406K +36,882 New
TIM
64
Tortoise Investment Management
New York
$374K +$29.7K +2,700 +9%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$371K -$11K -1,000 -3%
SFS
66
Sowell Financial Services
Arkansas
$367K +$365K +33,162 New
AWS
67
Atria Wealth Solutions
New York
$358K +$35K +3,184 +11%
HighTower Advisors
68
HighTower Advisors
Illinois
$337K -$347K -31,500 -51%
RF
69
RHS Financial
California
$302K +$59.4K +5,398 +25%
WFA
70
Wellspring Financial Advisors
Ohio
$293K
IAIM
71
International Assets Investment Management
Florida
$293K +$20.5K +1,860 +8%
Comerica Bank
72
Comerica Bank
Texas
$278K +$193K +17,543 +229%
CRWM
73
Castle Rock Wealth Management
California
$276K -$2.7K -245 -1%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$275K +$85.5K +7,765 +45%
SCA
75
Snowden Capital Advisors
New York
$264K +$262K +23,812 New

NAC Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q1 2024, worth a combined $426M — down 4.9% from $448M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NAC positions and 14 closed out — a net gain of 8 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.81M. The largest seller was Morgan Stanley, cutting an estimated $24.2M.

  • 127 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q1 2024, up from 122 in Q4 2023.
  • Funds reported $426M of Nuveen California Quality Municipal Income Fund stock for Q1 2024, down 4.9% quarter-over-quarter.
  • 22 funds opened new Nuveen California Quality Municipal Income Fund positions in Q1 2024 and 14 closed out, a net change of +8 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q1 2024 was Saba Capital Management, an estimated $5.81M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2024.