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Nuveen California Quality Municipal Income Fund
NAC

104 hedge funds and large institutions have $212M invested in Nuveen California Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

0.09% more ownership

Funds ownership: 13.23% → 13.32% (+0.09%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 107 → 104 (-3)

10% less capital invested

Capital invested by funds: $236M → $212M (-$23.4M)

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
35
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCG
Regatta Capital Group
California
+$2.15M
2
AWS
Atria Wealth Solutions
New York
+$1.13M
3
Wells Fargo
Wells Fargo
California
+$1.1M
4
GC
Guggenheim Capital
Illinois
+$876K
5
AAM
Advisors Asset Management
Colorado
+$872K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.4M
2
LGWM
Litman Gregory Wealth Management
California
-$915K
3
AA
AQR Arbitrage
Connecticut
-$894K
4
LCM
Landscape Capital Management
New Jersey
-$540K
5
DADC
D.A. Davidson & Co
Montana
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
76
Pure Financial Advisors
California
$156K +$29.8K +2,449 +21%
NW
77
NewEdge Wealth
Pennsylvania
$151K +$168K +13,802 New
STA
78
Summit Trail Advisors
New York
$144K +$158K +13,033 New
OWA
79
Octavia Wealth Advisors
Ohio
$140K +$154K +12,661 New
LC
80
Lindbrook Capital
California
$137K – – –
WCG
81
Weaver Consulting Group
California
$136K -$30.4K -2,500 -17%
MMA
82
Miracle Mile Advisors
California
$135K -$24.9K -2,045 -14%
VIM
83
Vista Investment Management
Pennsylvania
$135K – – –
AWM
84
Axxcess Wealth Management
California
$129K – – –
H
85
HoyleCohen
California
$129K – – –
WIM
86
WealthPlan Investment Management
Nebraska
$125K +$135K +11,100 New
EVM
87
Eaton Vance Management
Massachusetts
$116K – – –
RTC
88
Riverview Trust Company
Washington
$116K – – –
IGGA
89
Iron Gate Global Advisors
Utah
$114K – – –
RI
90
Rinkey Investments
California
$109K +$122K +10,000 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$84K +$17.7K +1,456 +24%
AF
92
Allworth Financial
California
$73K +$571 +47 +0.7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$67K – – –
CCM
94
Covington Capital Management
California
$36K – – –
US Bancorp
95
US Bancorp
Minnesota
$30K -$183K -15,018 -84%
WWMSC
96
Wagner Wealth Management (South Carolina)
South Carolina
$27K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$24K -$608 -50 -2%
UB
98
UMB Bank
Missouri
$22K – – –
MAWCM
99
Mine & Arao Wealth Creation & Management
California
$22K +$304 +25 +1%
FIA
100
FNY Investment Advisers
New York
$21K – – –
1 2 3
4
5

NAC Hedge Fund Activity: Q3 2022 in Review

104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q3 2022, worth a combined $212M — down 9.9% from $236M a quarter earlier.

Fund positioning in NAC was balanced in Q3 2022: 11 funds opened new positions, 11 closed out, 35 added to existing stakes and 24 trimmed.

The largest buyer was Regatta Capital Group, adding an estimated $2.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.4M.

  • 104 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q3 2022, down from 107 in Q2 2022.
  • Funds reported $212M of Nuveen California Quality Municipal Income Fund stock for Q3 2022, down 9.9% quarter-over-quarter.
  • 11 funds opened new Nuveen California Quality Municipal Income Fund positions in Q3 2022 and 11 closed out, a net change of 0 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q3 2022 was Regatta Capital Group, an estimated $2.15M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2022.