NAC icon

Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

55 hedge funds and large institutions have $76.2M invested in Nuveen California Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$819K
2
Morgan Stanley
Morgan Stanley
New York
$6.58M
3
Bank of America
Bank of America
North Carolina
$3.18M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$871K
5
LPL Financial
LPL Financial
California
$4.27M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$15.8M
2
SIA
Sit Investment Associates
Minnesota
$0
3
AAM
Advisors Asset Management
Colorado
$4.9M
4
Invesco
Invesco
Georgia
$5.74M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$15.8M -$5.81M -386,115 -27%
UBS Group
2
UBS Group
Switzerland
$12.6M +$12.6M +838,790 New
Morgan Stanley
3
Morgan Stanley
New York
$6.58M +$774K +51,455 +13%
Invesco
4
Invesco
Georgia
$5.74M -$960K -63,805 -14%
AAM
5
Advisors Asset Management
Colorado
$4.9M -$1.01M -66,913 -17%
WT
6
Whittier Trust
California
$4.67M +$298K +19,779 +7%
LPL Financial
7
LPL Financial
California
$4.27M +$330K +21,942 +8%
Bank of America
8
Bank of America
North Carolina
$3.18M +$706K +46,932 +29%
Wells Fargo
9
Wells Fargo
California
$2.5M -$232K -15,444 -9%
Goldman Sachs
10
Goldman Sachs
New York
$1.9M -$4.58K -304 -0.2%
CS
11
Credit Suisse
Switzerland
$1.18M +$215K +14,300 +22%
MSL
12
Mackay Shields LLC
New York
$1.11M – – –
AA
13
Apriem Advisors
California
$1.03M +$75.2K +5,000 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$871K +$422K +28,068 +94%
HCM
15
Hollencrest Capital Management
California
$870K – – –
TCM
16
Tradewinds Capital Management
Washington
$837K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$822K +$113K +7,508 +16%
SG Americas Securities
18
SG Americas Securities
New York
$819K +$819K +54,408 New
First Trust Advisors
19
First Trust Advisors
Illinois
$700K +$260K +17,293 +59%
FAAS
20
First Allied Advisory Services
California
$660K -$112K -7,446 -14%
HighTower Advisors
21
HighTower Advisors
Illinois
$491K – – –
Creative Planning
22
Creative Planning
Kansas
$484K -$6.39K -424 -1%
FFA
23
First Foundation Advisors
California
$344K +$98.1K +6,520 +40%
WS
24
Wedbush Securities
California
$282K +$7.89K +524 +3%
DADC
25
D.A. Davidson & Co
Montana
$258K +$189K +12,563 +271%
1
2 3