We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

55 hedge funds and large institutions have $78.3M invested in Nuveen California Quality Municipal Income Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0.15% less ownership

Funds ownership: 5.26%5.12% (-0.15%)

1% less capital invested

Capital invested by funds: $78.9M → $78.3M (-$601K)

4% less funds holding

Funds holding: 5755 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$20.5M -$2.54M -181,036 -11%
U
2
UBS
Switzerland
$11.2M +$3.61M +257,214 +49%
Invesco
3
Invesco
Georgia
$6.34M -$2.27M -161,857 -27%
AAM
4
Advisors Asset Management
Colorado
$5.59M +$544K +38,734 +11%
Morgan Stanley
5
Morgan Stanley
New York
$5.5M +$274K +19,487 +5%
WT
6
Whittier Trust
California
$4.14M +$1.52M +108,305 +59%
LPL Financial
7
LPL Financial
California
$3.74M -$83.6K -5,958 -2%
Wells Fargo
8
Wells Fargo
California
$2.59M +$111K +7,895 +5%
Bank of America
9
Bank of America
North Carolina
$2.34M +$36.9K +2,627 +2%
Goldman Sachs
10
Goldman Sachs
New York
$1.81M +$4.27K +304 +0.2%
SIA
11
Sit Investment Associates
Minnesota
$1.68M -$1.4K -100 -0.1%
MSL
12
Mackay Shields LLC
New York
$1.05M -$365K -25,988 -26%
CS
13
Credit Suisse
Switzerland
$915K
AA
14
Apriem Advisors
California
$903K -$4.14K -295 -0.5%
HCM
15
Hollencrest Capital Management
California
$824K +$67.4K +4,800 +9%
TCM
16
Tradewinds Capital Management
Washington
$792K
RCM
17
Rivernorth Capital Management
Florida
$775K +$584K +41,567 +324%
FAAS
18
First Allied Advisory Services
California
$731K +$45.5K +3,243 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$671K +$95.8K +6,823 +17%
AQR Capital Management
20
AQR Capital Management
Connecticut
$469K +$462K +32,935 New
HighTower Advisors
21
HighTower Advisors
Illinois
$465K +$65.1K +4,637 +17%
Creative Planning
22
Creative Planning
Kansas
$464K +$5.95K +424 +1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$425K +$126K +8,996 +43%
First Trust Advisors
24
First Trust Advisors
Illinois
$416K -$6.88K -490 -2%
OC
25
Oppenheimer & Co
New York
$332K +$126 +9 +0%

NAC Hedge Fund Activity: Q3 2014 in Review

55 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q3 2014, worth a combined $78.3M — down 0.76% from $78.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NAC and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was UBS, adding an estimated $3.61M. The largest seller was Guggenheim Capital, cutting an estimated $2.54M.

  • 55 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q3 2014, down from 57 in Q2 2014.
  • Funds reported $78.3M of Nuveen California Quality Municipal Income Fund stock for Q3 2014, down 0.76% quarter-over-quarter.
  • 6 funds opened new Nuveen California Quality Municipal Income Fund positions in Q3 2014 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q3 2014 was UBS, an estimated $3.61M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q3 2014 was Guggenheim Capital, an estimated $2.54M sold.

Based on aggregated 13F filings for Q3 2014.