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Nuveen California Quality Municipal Income Fund
NAC

119 hedge funds and large institutions have $277M invested in Nuveen California Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

7% more funds holding

Funds holding: 111 → 119 (+8)

5% more capital invested

Capital invested by funds: $264M → $277M (+$12.6M)

0.61% more ownership

Funds ownership: 11.64% → 12.25% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
36
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$2.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.45M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.49M
4
Wells Fargo
Wells Fargo
California
+$1.3M
5
PWSG
Pacific Wealth Strategies Group
California
+$687K

Top Sellers

Rank Fund Capital Flow
1
C
Certuity
Florida
-$1.92M
2
UBS Group
UBS Group
Switzerland
-$1.64M
3
FFA
First Foundation Advisors
California
-$1.41M
4
JP Morgan Chase
JP Morgan Chase
New York
-$763K
5
TFO
Tarbox Family Office
California
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
76
Invesco
Georgia
$285K -$386K -25,033 -58%
Jane Street
77
Jane Street
New York
$277K +$273K +17,687 New
Millennium Management
78
Millennium Management
New York
$274K +$270K +17,506 New
CWM
79
C2C Wealth Management
Arizona
$258K +$255K +16,522 New
WIA
80
World Investment Advisors
California
$257K – – –
SW
81
SVB Wealth
Massachusetts
$252K – – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$244K +$240K +15,572 New
GIM
83
Grassi Investment Management
California
$235K – – –
MBTD
84
Mechanics Bank - Trust Department
California
$235K – – –
WWM
85
Western Wealth Management
Colorado
$234K +$232K +15,049 New
TCM
86
Telos Capital Management
California
$230K +$15.4K +1,000 +7%
VIM
87
Vista Investment Management
Pennsylvania
$216K – – –
IC
88
Intersect Capital
California
$195K – – –
MMA
89
Miracle Mile Advisors
California
$195K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$190K – – –
GIA
91
Gladstone Institutional Advisory
Florida
$189K -$7.87K -510 -4%
PFA
92
Pure Financial Advisors
California
$185K – – –
AWM
93
Axxcess Wealth Management
California
$184K +$181K +11,747 New
WA
94
Winfield Associates
Ohio
$169K – – –
TIM
95
Tortoise Investment Management
New York
$168K – – –
H
96
HoyleCohen
California
$165K +$163K +10,575 New
IGGA
97
Iron Gate Global Advisors
Utah
$161K +$161K +10,422 New
ACI
98
Alpha Cubed Investments
California
$156K – – –
CCM
99
Covington Capital Management
California
$144K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$126K – – –
2 3
4
5 6

NAC Hedge Fund Activity: Q4 2021 in Review

119 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q4 2021, worth a combined $277M — up 4.8% from $264M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NAC positions and 12 closed out — a net gain of 9 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $2.84M. The largest seller was Certuity, exiting entirely with an estimated $1.92M sold.

  • 119 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $277M of Nuveen California Quality Municipal Income Fund stock for Q4 2021, up 4.8% quarter-over-quarter.
  • 21 funds opened new Nuveen California Quality Municipal Income Fund positions in Q4 2021 and 12 closed out, a net change of +9 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q4 2021 was Gerber Kawasaki Wealth & Investment Management, an estimated $2.84M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q4 2021 was Certuity, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2021.