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Nuveen California Quality Municipal Income Fund

124 hedge funds and large institutions have $287M invested in Nuveen California Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

3% more funds holding

Funds holding: 120124 (+4)

2.36% less ownership

Funds ownership: 19.93%17.57% (-2.4%)

15% less capital invested

Capital invested by funds: $339M → $287M (-$51.9M)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
50
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
51
Oder Investment Management
California
$566K -$9.5K -822 -2%
NA
52
NewEdge Advisors
Louisiana
$559K +$83K +7,178 +17%
HighTower Advisors
53
HighTower Advisors
Illinois
$526K +$95K +8,219 +21%
NIWA
54
New Insight Wealth Advisors
California
$521K +$325K +28,110 +156%
EHC
55
Everett Harris & Co
California
$519K
NL
56
NWAM LLC
Washington
$503K
Osaic Holdings
57
Osaic Holdings
Arizona
$487K +$310K +26,772 +164%
CFG
58
Cooper Financial Group
California
$473K +$6.06K +524 +1%
LCM
59
Landscape Capital Management
New Jersey
$470K +$482K +41,665 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$441K -$7.06K -611 -2%
BAG
61
Bridgewealth Advisory Group
California
$440K +$211K +18,280 +90%
TJHA
62
Thomas J. Herzfeld Advisors
Florida
$432K +$63.5K +5,490 +17%
IAIM
63
International Assets Investment Management
Florida
$430K -$3.36M -290,567 -89%
CWP
64
Core Wealth Partners
California
$424K
BCWM
65
Bartlett & Co Wealth Management
Ohio
$418K +$47.4K +4,100 +12%
DADC
66
D.A. Davidson & Co
Montana
$412K +$3.1K +268 +0.7%
RF
67
RHS Financial
California
$411K +$68.2K +5,902 +19%
Creative Planning
68
Creative Planning
Kansas
$396K +$406K +35,099 New
AA
69
Apriem Advisors
California
$354K -$104K -9,000 -22%
SFS
70
Sowell Financial Services
Arkansas
$348K -$17.7K -1,527 -5%
KPWS
71
Kestra Private Wealth Services
Texas
$334K +$342K +29,577 New
OC
72
Oppenheimer & Co
New York
$322K +$8.38K +725 +3%
NW
73
NewEdge Wealth
Pennsylvania
$306K +$111K +9,600 +55%
CRWM
74
Castle Rock Wealth Management
California
$292K
SCA
75
Snowden Capital Advisors
New York
$271K +$46 +4 +0%

NAC Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q4 2024, worth a combined $287M — down 15% from $339M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAC positions and 12 closed out — a net gain of 6 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.62M. The largest seller was Saba Capital Management, exiting entirely with an estimated $34M sold.

  • 124 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $287M of Nuveen California Quality Municipal Income Fund stock for Q4 2024, down 15% quarter-over-quarter.
  • 18 funds opened new Nuveen California Quality Municipal Income Fund positions in Q4 2024 and 12 closed out, a net change of +6 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q4 2024 was Morgan Stanley, an estimated $4.62M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2024.