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Nuveen California Quality Municipal Income Fund
NAC

118 hedge funds and large institutions have $248M invested in Nuveen California Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

0.84% more ownership

Funds ownership: 12.25% → 13.09% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 119 → 118 (-1)

10% less capital invested

Capital invested by funds: $277M → $248M (-$28.4M)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
40
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.77M
2
RCM
Rivernorth Capital Management
Florida
+$3.72M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$3.46M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.42M
5
SCA
Snowden Capital Advisors
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.56M
2
FFM
Forum Financial Management
Illinois
-$1.75M
3
Wells Fargo
Wells Fargo
California
-$1.12M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$924K
5
IFG
Independent Financial Group
California
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
76
Sit Investment Associates
Minnesota
$269K – – –
LSC
77
Logan Stone Capital
Illinois
$243K +$259K +18,493 New
US Bancorp
78
US Bancorp
Minnesota
$234K -$70.1K -5,000 -22%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$227K -$78.8K -5,621 -25%
DAS
80
Dynamic Advisor Solutions
Arizona
$206K -$70K -4,992 -24%
GIM
81
Grassi Investment Management
California
$197K – – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$185K -$20.2K -1,439 -9%
CWM
83
C2C Wealth Management
Arizona
$182K -$24K -1,710 -10%
VIM
84
Vista Investment Management
Pennsylvania
$181K – – –
WA
85
Winfield Associates
Ohio
$174K +$35K +2,500 +23%
SCM
86
Segantii Capital Management
Hong Kong
$164K +$140K +10,000 +404%
IC
87
Intersect Capital
California
$163K – – –
MMA
88
Miracle Mile Advisors
California
$162K -$2.35K -168 -1%
PFA
89
Pure Financial Advisors
California
$155K – – –
AWM
90
Axxcess Wealth Management
California
$154K – – –
H
91
HoyleCohen
California
$154K +$16.2K +1,156 +11%
WCG
92
Weaver Consulting Group
California
$153K +$163K +11,628 New
MBTD
93
Mechanics Bank - Trust Department
California
$148K -$52.6K -3,750 -25%
KAS
94
Kestra Advisory Services
Texas
$141K +$151K +10,746 New
RTC
95
Riverview Trust Company
Washington
$139K – – –
EVM
96
Eaton Vance Management
Massachusetts
$139K +$149K +10,619 New
IGGA
97
Iron Gate Global Advisors
Utah
$136K – – –
ACI
98
Alpha Cubed Investments
California
$131K – – –
AF
99
Allworth Financial
California
$131K +$49.4K +3,528 +54%
SPIA
100
Steward Partners Investment Advisory
New York
$113K +$8.41K +600 +7%
2 3
4
5 6

NAC Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q1 2022, worth a combined $248M — down 10% from $277M a quarter earlier.

Fund positioning in NAC was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 40 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.77M. The largest seller was UBS Group, cutting an estimated $3.56M.

  • 118 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q1 2022, down from 119 in Q4 2021.
  • Funds reported $248M of Nuveen California Quality Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen California Quality Municipal Income Fund positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q1 2022 was Guggenheim Capital, an estimated $4.77M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q1 2022 was UBS Group, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2022.