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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

120 hedge funds and large institutions have $328M invested in Nuveen California Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
29
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$65.1M
2
BPCM
Beach Point Capital Management
California
$8.65M
3
KIM
Karpus Investment Management
New York
$44.9M
4
AA
AQR Arbitrage
Connecticut
$5.86M
5
RCM
Robinson Capital Management
Michigan
$1.51M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$48.3M
2
UBS Group
UBS Group
Switzerland
$17M
3
PCM
Penserra Capital Management
California
$5.72M
4
Morgan Stanley
Morgan Stanley
New York
$26.9M
5
SCA
Snowden Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
76
Fisher Asset Management
Washington
$164K +$164K +17,040 New
PWM
77
Perigon Wealth Management
California
$160K -$6.38K -661 -4%
WCG
78
Weaver Consulting Group
California
$159K – – –
RJFSA
79
Raymond James Financial Services Advisors
Florida
$148K +$3.78K +392 +3%
WWM
80
Western Wealth Management
Colorado
$145K – – –
GIM
81
Grassi Investment Management
California
$145K – – –
PFA
82
Pure Financial Advisors
California
$142K +$4.46K +462 +3%
KW
83
KWB Wealth
California
$139K – – –
ACI
84
Alpha Cubed Investments
California
$139K – – –
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$138K -$296K -30,708 -68%
BF
86
BOK Financial
Oklahoma
$136K – – –
VF
87
Virtu Financial
New York
$135K +$135K +13,993 New
EWA
88
EP Wealth Advisors
California
$135K +$35.1K +3,635 +35%
PA
89
Parallel Advisors
California
$133K – – –
H
90
HoyleCohen
California
$130K +$28.3K +2,931 +28%
Comerica Bank
91
Comerica Bank
Texas
$122K +$122K +12,672 New
PIA
92
Perennial Investment Advisors
California
$121K – – –
RF
93
RHS Financial
California
$120K +$120K +12,401 New
WIA
94
World Investment Advisors
California
$116K -$57K -5,887 -33%
MWM
95
Melfa Wealth Management
Massachusetts
$116K – – –
AWM
96
Axxcess Wealth Management
California
$113K – – –
Millennium Management
97
Millennium Management
New York
$108K +$108K +11,196 New
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$106K +$106K +11,003 New
FA
99
Fermata Advisors
California
$105K +$105K +10,900 New
RTC
100
Riverview Trust Company
Washington
$102K – – –
2 3
4
5 6