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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

114 hedge funds and large institutions have $284M invested in Nuveen California Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
10
Increased
38
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$33.2M
2
UBS Group
2
UBS Group
Switzerland
$40.8M
3
AIC
3
Ameritas Investment Company
Nebraska
$1.08M
4
TFO
4
Tarbox Family Office
California
$878K
5
WS
5
Wedbush Securities
California
$1.95M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.66M
3
Wells Fargo
3
Wells Fargo
California
$18M
4
FFA
4
First Foundation Advisors
California
$4.66M
5
Invesco
5
Invesco
Georgia
$922K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
76
Sit Investment Associates
Minnesota
$325K – – –
RPCA
77
Running Point Capital Advisors
California
$317K +$15.9K +1,000 +5%
WWM
78
Western Wealth Management
Colorado
$303K +$303K +19,042 New
WIA
79
World Investment Advisors
California
$294K – – –
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$254K – – –
PFA
81
Pure Financial Advisors
California
$248K +$65.7K +4,141 +36%
UCFA
82
United Capital Financial Advisors
Texas
$239K -$55.5K -3,500 -19%
MBTD
83
Mechanics Bank - Trust Department
California
$238K – – –
GIM
84
Grassi Investment Management
California
$238K – – –
VIM
85
Vista Investment Management
Pennsylvania
$218K – – –
TIM
86
Tortoise Investment Management
New York
$214K -$39.6K -2,500 -16%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$204K -$4.55K -287 -2%
MMA
88
Miracle Mile Advisors
California
$198K – – –
IC
89
Intersect Capital
California
$197K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$192K – – –
CAN
91
Cetera Advisor Networks
California
$187K +$187K +11,801 New
IC
92
IEQ Capital
California
$186K -$78.1K -4,920 -30%
WA
93
Winfield Associates
Ohio
$171K – – –
RTC
94
Riverview Trust Company
Washington
$168K – – –
ACI
95
Alpha Cubed Investments
California
$159K – – –
SPIA
96
Steward Partners Investment Advisory
New York
$128K +$22.3K +1,400 +21%
FFG
97
Ford Financial Group
California
$120K +$120K +7,591 New
AF
98
Allworth Financial
California
$101K +$56.9K +3,607 +129%
MCM
99
Manchester Capital Management
Vermont
$95K – – –
Citigroup
100
Citigroup
New York
$81K +$349 +22 +0.4%
1 2 3
4
5