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Nuveen California Quality Municipal Income Fund
NAC

116 hedge funds and large institutions have $259M invested in Nuveen California Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

7% more funds holding

Funds holding: 108 → 116 (+8)

0% more capital invested

Capital invested by funds: $259M → $259M (+$332K)

0.46% less ownership

Funds ownership: 12.28% → 11.82% (-0.46%)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
34
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.54M
2
Wells Fargo
Wells Fargo
California
+$966K
3
DADC
D.A. Davidson & Co
Montana
+$867K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$852K
5
BWA
BDO Wealth Advisors
Florida
+$780K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.32M
2
MMA
Miracle Mile Advisors
California
-$4.9M
3
KIM
Karpus Investment Management
New York
-$3.96M
4
CRWM
Castle Rock Wealth Management
California
-$627K
5
WS
Wedbush Securities
California
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$77K +$430 +29 +0.6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
GWM
103
Geneos Wealth Management
Colorado
$55K – – –
RIM
104
Rockbridge Investment Management
New York
$52K – – –
AF
105
Allworth Financial
California
$42K – – –
CCM
106
Covington Capital Management
California
$40K +$39.2K +2,643 New
PS
107
Planned Solutions
California
$31K – – –
MAWCM
108
Mine & Arao Wealth Creation & Management
California
$30K – – –
NFG
109
Next Financial Group
Texas
$23K – – –
OCM
110
Orion Capital Management
California
$21K +$20.8K +1,400 New
GLLW
111
Graves Light Lenhart Wealth
Virginia
$15K +$15.1K +1,016 New
AIP
112
Ameritas Investment Partners
Nebraska
$11K – – –
SWA
113
SOA Wealth Advisors
New York
$11K +$11.2K +757 New
DWMG
114
DB Wealth Management Group
California
$7K +$7.07K +477 New
FIA
115
FNY Investment Advisers
New York
$7K +$7.42K +500 New
ETI
116
Enterprise Trust & Investment
California
$6K – – –
KIM
117
Karpus Investment Management
New York
– -$3.96M -271,692 Closed
CRC
118
Curi RMB Capital
Illinois
– -$456K -31,350 Closed
JWCA
119
J.W. Cole Advisors
Florida
– -$426K -29,249 Closed
SWP
120
Stratos Wealth Partners
Ohio
– -$394K -27,086 Closed
MA
121
MUFG Americas
New York
– -$388K -26,650 Closed
AAS
122
Avantax Advisory Services
Texas
– -$281K -19,244 Closed
WCG
123
Weaver Consulting Group
California
– -$92K -6,328 Closed
PFS
124
Prospera Financial Services
Texas
– -$36K -2,463 Closed
DI
125
Disciplined Investments
Oklahoma
– -$11K -732 Closed
1 2 3 4
5

NAC Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q4 2020, worth a combined $259M — up 0.13% from $259M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAC positions and 9 closed out — a net gain of 9 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $1.54M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.32M.

  • 116 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $259M of Nuveen California Quality Municipal Income Fund stock for Q4 2020, up 0.13% quarter-over-quarter.
  • 18 funds opened new Nuveen California Quality Municipal Income Fund positions in Q4 2020 and 9 closed out, a net change of +9 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q4 2020 was UBS Group, an estimated $1.54M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $9.32M sold.

Based on aggregated 13F filings for Q4 2020.