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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 %
SA
101
Strategic Advocates
Utah
$100K +$100K +10,400 New
EE
102
EWG Elevate
California
$98.9K +$309 +32 +0.3%
SPIA
103
Steward Partners Investment Advisory
New York
$77.2K +$62.7K +6,500 +433%
PWMG
104
Provence Wealth Management Group
California
$52.1K +$52.1K +5,400 New
AF
105
Allworth Financial
California
$27K -$38.1K -3,946 -59%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$25.9K +$10.2K +1,061 +66%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
FIA
108
FNY Investment Advisers
New York
$19K – – –
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$17.8K +$17.8K +1,841 New
BAAM
110
Baker Avenue Asset Management
California
$16K – – –
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$14.4K -$103K -10,708 -88%
MM
112
Main Management
California
$14K – – –
CAL
113
Capital Analysts LLC
Pennsylvania
$14K +$145 +15 +1%
CCP
114
Carmel Capital Partners
California
$13.9K – – –
CCMI
115
Creative Capital Management Investments
California
$12.8K +$12.8K +1,326 New
SWA
116
SOA Wealth Advisors
New York
$8.2K +$77 +8 +1%
DWMG
117
DB Wealth Management Group
California
$4.6K – – –
FFA
118
Farther Finance Advisors
California
$4.29K – – –
NSG
119
Nalls Sherbakoff Group
Tennessee
$1.96K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$454 +$454 +47 New
SCA
121
Snowden Capital Advisors
New York
– -$1.65M -150,869 Closed
COLIM
122
City of London Investment Management
United Kingdom
– -$709K -65,000 Closed
EWM
123
Empirical Wealth Management
Washington
– -$255K -23,372 Closed
WAM
124
Weinberger Asset Management
California
– -$253K -23,185 Closed
OWA
125
Octavia Wealth Advisors
Ohio
– -$129K -11,750 Closed
2 3 4
5
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