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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

118 hedge funds and large institutions have $420M invested in Nuveen California Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
Mackay Shields LLC
New York
$24.5M
2
WA
Whitebox Advisors
Minnesota
$12.9M
3
UBS Group
UBS Group
Switzerland
$20M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.83M
5
GC
Guggenheim Capital
Illinois
$13.9M

Top Sellers

1
SCM
Saba Capital Management
New York
$89.1M
2
LSC
Logan Stone Capital
Illinois
$7.96M
3
KIM
Karpus Investment Management
New York
$61.3M
4
RCM
Rivernorth Capital Management
Florida
$41.5M
5
AA
AQR Arbitrage
Connecticut
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
51
Oder Investment Management
California
$536K +$17.6K +1,527 +3%
EW
52
Evoke Wealth
California
$534K -$1.01M -86,974 -65%
EHC
53
Everett Harris & Co
California
$530K – – –
CFG
54
Cooper Financial Group
California
$477K +$5.57K +483 +1%
AA
55
Apriem Advisors
California
$474K -$196K -17,000 -29%
IWC
56
Integrated Wealth Concepts
Massachusetts
$456K +$715 +62 +0.2%
HighTower Advisors
57
HighTower Advisors
Illinois
$438K +$84K +7,260 +24%
CWP
58
Core Wealth Partners
California
$433K – – –
AWS
59
Atria Wealth Solutions
New York
$429K +$53.4K +4,600 +14%
DADC
60
D.A. Davidson & Co
Montana
$415K -$284K -24,616 -41%
TIM
61
Tortoise Investment Management
New York
$391K – – –
Stifel Financial
62
Stifel Financial
Missouri
$390K +$120K +10,407 +44%
SFS
63
Sowell Financial Services
Arkansas
$385K +$475 +41 +0.1%
TJHA
64
Thomas J. Herzfeld Advisors
Florida
$369K +$81.4K +7,062 +28%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$341K -$47.6K -4,100 -12%
RF
66
RHS Financial
California
$336K +$20.5K +1,777 +6%
IAIM
67
International Assets Investment Management
Florida
$318K +$11.5K +1,000 +4%
Nomura Holdings
68
Nomura Holdings
Japan
$312K +$69.2K +6,000 +28%
WFA
69
Wellspring Financial Advisors
Ohio
$307K – – –
CRWM
70
Castle Rock Wealth Management
California
$294K – – –
SCA
71
Snowden Capital Advisors
New York
$282K +$5.8K +500 +2%
MA
72
MKT Advisors
California
$268K – – –
AAS
73
Ameritas Advisory Services
Nebraska
$265K +$184 +16 +0.1%
OC
74
Oppenheimer & Co
New York
$241K +$56.2K +4,876 +30%
FAT
75
First American Trust
California
$219K – – –
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3
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