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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

122 hedge funds and large institutions have $448M invested in Nuveen California Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
41
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51M
2
KIM
2
Karpus Investment Management
New York
$69.7M
3
SCM
3
Saba Capital Management
New York
$91.9M
4
BPCM
4
Beach Point Capital Management
California
$15.5M
5
LSC
5
Logan Stone Capital
Illinois
$17.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$51.9M
2
UBS Group
2
UBS Group
Switzerland
$17.7M
3
WT
3
Whittier Trust
California
$1M
4
EW
4
Evoke Wealth
California
$0
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFIM
101
Mesirow Financial Investment Management
Illinois
$116K +$116K +10,472 New
GKWIM
102
Gerber Kawasaki Wealth & Investment Management
California
$116K -$136K -12,297 -54%
SA
103
Strategic Advocates
Utah
$115K – – –
EE
104
EWG Elevate
California
$114K +$410 +37 +0.4%
NFA
105
Northwest Financial Advisors
Virginia
$93.2K +$93.2K +8,400 New
Comerica Bank
106
Comerica Bank
Texas
$85.1K -$55.5K -5,000 -39%
PWMG
107
Provence Wealth Management Group
California
$59.9K – – –
C
108
Covestor
United Kingdom
$56K +$56K +5,018 New
SPIA
109
Steward Partners Investment Advisory
New York
$55.5K -$33.3K -3,000 -38%
GRP
110
Global Retirement Partners
California
$40.3K +$40.3K +3,685 New
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$37.7K +$37.7K +3,400 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$20K – – –
CCMI
114
Creative Capital Management Investments
California
$14.7K – – –
RIL
115
Rothschild Investment LLC
Illinois
$13K +$13K +1,174 New
SWA
116
SOA Wealth Advisors
New York
$9.53K +$111 +10 +1%
BL
117
BFSG LLC
California
$8.87K +$8.87K +800 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$6.83K -$22.9K -2,064 -77%
DWMG
119
DB Wealth Management Group
California
$5.29K – – –
FFA
120
Farther Finance Advisors
California
$4.92K – – –
T
121
Tidemark
California
$288 +$288 +26 New
TRCT
122
Tower Research Capital (TRC)
New York
$177 -$343 -31 -66%
EW
123
Evoke Wealth
California
– -$1.41M -145,515 Closed
WAM
124
Wolverine Asset Management
Illinois
– -$585K -60,620 Closed
CWM
125
Cornerstone Wealth Management
Missouri
– -$367K -37,995 Closed
2 3 4
5
6