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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

127 hedge funds and large institutions have $426M invested in Nuveen California Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
43
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$97.1M
2
MSL
Mackay Shields LLC
New York
$4.88M
3
WA
Whitebox Advisors
Minnesota
$4.11M
4
PI
PFG Investments
New York
$2.19M
5
NMC
Nine Masts Capital
Hong Kong
$1.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.4M
2
BPCM
Beach Point Capital Management
California
$0
3
GC
Guggenheim Capital
Illinois
$12.1M
4
RCM
Rivernorth Capital Management
Florida
$49.3M
5
LCM
Landscape Capital Management
New Jersey
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wolverine Asset Management
Illinois
$147K +$147K +13,339 New
HF
102
HRT Financial
New York
$142K +$142K +12,931 New
CAN
103
Cetera Advisor Networks
California
$140K +$140K +12,689 New
GKWIM
104
Gerber Kawasaki Wealth & Investment Management
California
$124K +$9.45K +857 +8%
PIA
105
Perennial Investment Advisors
California
$121K – – –
FA
106
Fermata Advisors
California
$120K – – –
RTC
107
Riverview Trust Company
Washington
$117K +$117K +10,612 New
MFIM
108
Mesirow Financial Investment Management
Illinois
$116K +$915 +83 +0.8%
SA
109
Strategic Advocates
Utah
$115K – – –
EE
110
EWG Elevate
California
$114K +$419 +38 +0.4%
SMH
111
Sanders Morris Harris
Texas
$110K +$110K +10,000 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$110K -$11.7K -1,061 -10%
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$81.1K +$43.6K +3,957 +116%
HWP
114
Highline Wealth Partners
California
$57.6K +$57.6K +5,227 New
C
115
Covestor
United Kingdom
$55K – – –
GRP
116
Global Retirement Partners
California
$40.6K – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$27.9K -$235K -21,313 -89%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$20.3K – – –
MM
120
Main Management
California
$17K +$17K +1,500 New
CCMI
121
Creative Capital Management Investments
California
$14.6K – – –
RIL
122
Rothschild Investment LLC
Illinois
$13K +$99 +9 +0.8%
SWA
123
SOA Wealth Advisors
New York
$9.58K +$110 +10 +1%
BL
124
BFSG LLC
California
$8.82K – – –
FFA
125
Farther Finance Advisors
California
$4.88K – – –
2 3 4
5
6