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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

118 hedge funds and large institutions have $420M invested in Nuveen California Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-9
Holders Change %
-7.09%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
Mackay Shields LLC
New York
$24.5M
2
WA
Whitebox Advisors
Minnesota
$12.9M
3
UBS Group
UBS Group
Switzerland
$20M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$7.83M
5
GC
Guggenheim Capital
Illinois
$13.9M

Top Sellers

1
SCM
Saba Capital Management
New York
$89.1M
2
LSC
Logan Stone Capital
Illinois
$7.96M
3
KIM
Karpus Investment Management
New York
$61.3M
4
RCM
Rivernorth Capital Management
Florida
$41.5M
5
AA
AQR Arbitrage
Connecticut
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$219K +$70K +6,075 +47%
RCM
77
RB Capital Management
Nevada
$212K +$2.61K +226 +1%
NIWA
78
New Insight Wealth Advisors
California
$208K – – –
PFA
79
Pure Financial Advisors
California
$207K – – –
IC
80
IEQ Capital
California
$191K +$2K +173 +1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$184K +$184K +15,990 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$178K -$82K -7,109 -32%
EWA
83
EP Wealth Advisors
California
$175K +$14.8K +1,281 +9%
PWM
84
Perigon Wealth Management
California
$175K – – –
WWM
85
Western Wealth Management
Colorado
$174K – – –
GIM
86
Grassi Investment Management
California
$173K – – –
CIA
87
Choate Investment Advisors
Massachusetts
$173K – – –
WCG
88
Weaver Consulting Group
California
$173K – – –
ACI
89
Alpha Cubed Investments
California
$166K – – –
Corient Private Wealth
90
Corient Private Wealth
Florida
$160K +$160K +13,890 New
PA
91
Parallel Advisors
California
$159K – – –
XT
92
XTX Topco
Cayman Islands
$145K +$145K +12,540 New
GKWIM
93
Gerber Kawasaki Wealth & Investment Management
California
$140K +$9.52K +826 +7%
PIA
94
Perennial Investment Advisors
California
$127K – – –
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$126K +$41.2K +3,569 +49%
FA
96
Fermata Advisors
California
$126K – – –
MFIM
97
Mesirow Financial Investment Management
Illinois
$123K +$1.64K +142 +1%
RTC
98
Riverview Trust Company
Washington
$122K – – –
SA
99
Strategic Advocates
Utah
$120K – – –
EE
100
EWG Elevate
California
$119K +$208 +18 +0.2%
2 3
4
5 6