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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

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
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.84%
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
–

Top Buyers

1
SCM
Saba Capital Management
New York
$97.1M
2
MSL
Mackay Shields LLC
New York
$4.88M
3
WA
Whitebox Advisors
Minnesota
$4.11M
4
PI
PFG Investments
New York
$2.19M
5
NMC
Nine Masts Capital
Hong Kong
$1.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.4M
2
BPCM
Beach Point Capital Management
California
$0
3
GC
Guggenheim Capital
Illinois
$12.1M
4
RCM
Rivernorth Capital Management
Florida
$49.3M
5
LCM
Landscape Capital Management
New Jersey
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Melfa Wealth Management
Massachusetts
$590K +$411K +37,284 +229%
FFA
52
First Foundation Advisors
California
$584K -$163K -14,787 -22%
PWSG
53
Pacific Wealth Strategies Group
California
$575K +$181K +16,400 +46%
Cerity Partners
54
Cerity Partners
New York
$561K – – –
CC
55
Centiva Capital
New York
$524K -$729K -66,127 -58%
EHC
56
Everett Harris & Co
California
$507K – – –
OIM
57
Oder Investment Management
California
$496K +$309 +28 +0.1%
CFG
58
Cooper Financial Group
California
$451K +$6.81K +618 +2%
NWM
59
Napa Wealth Management
California
$443K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$435K -$6.12K -555 -1%
Empower Advisory Group
61
Empower Advisory Group
Colorado
$433K +$433K +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 +$29.8K +2,700 +9%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$371K -$11.1K -1,000 -3%
SFS
66
Sowell Financial Services
Arkansas
$367K +$367K +33,162 New
AWS
67
Atria Wealth Solutions
New York
$358K +$35.2K +3,184 +11%
HighTower Advisors
68
HighTower Advisors
Illinois
$337K -$347K -31,500 -51%
RF
69
RHS Financial
California
$302K +$59.5K +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 -$2.65K -245 -1%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$275K +$85.6K +7,765 +45%
SCA
75
Snowden Capital Advisors
New York
$264K +$264K +23,812 New
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