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Nuveen California Quality Municipal Income Fund

47 hedge funds and large institutions have $69.7M invested in Nuveen California Quality Municipal Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 4.75%4.51% (-0.24%)

10% less capital invested

Capital invested by funds: $77.5M → $69.7M (-$7.76M)

13% less funds holding

Funds holding: 5447 (-7)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$15.3M -$407K -27,043 -2%
Morgan Stanley
2
Morgan Stanley
New York
$9.59M +$2.82M +187,164 +39%
GC
3
Guggenheim Capital
Illinois
$9.49M -$2.1M -139,215 -17%
Invesco
4
Invesco
Georgia
$4.8M -$391K -25,919 -7%
WT
5
Whittier Trust
California
$4.4M +$59.4K +3,940 +1%
LPL Financial
6
LPL Financial
California
$4.04M -$166K -10,987 -4%
Bank of America
7
Bank of America
North Carolina
$2.56M -$116K -7,703 -4%
AAM
8
Advisors Asset Management
Colorado
$2.53M -$1.67M -111,138 -39%
Wells Fargo
9
Wells Fargo
California
$2.47M -$171K -11,379 -6%
VHAM
10
Van Hulzen Asset Management
California
$2.09M +$2.19M +145,317 New
DA
11
Doliver Advisors
Texas
$1.4M +$899K +59,632 +158%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$935K +$138K +9,186 +16%
AA
13
Apriem Advisors
California
$920K +$22.6K +1,500 +2%
TCM
14
Tradewinds Capital Management
Washington
$800K
HCM
15
Hollencrest Capital Management
California
$769K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$638K -$164K -10,894 -20%
WS
17
Wedbush Securities
California
$636K +$342K +22,708 +106%
FAAS
18
First Allied Advisory Services
California
$610K -$12.4K -826 -2%
CS
19
Credit Suisse
Switzerland
$554K -$1.24M -82,255 -68%
VKH
20
Virtu KCG Holdings
New York
$473K +$495K +32,883 New
HighTower Advisors
21
HighTower Advisors
Illinois
$469K
Creative Planning
22
Creative Planning
Kansas
$466K -$11.9K -790 -2%
DADC
23
D.A. Davidson & Co
Montana
$387K +$20.8K +1,381 +5%
FFA
24
First Foundation Advisors
California
$329K
Stifel Financial
25
Stifel Financial
Missouri
$326K +$32K +2,123 +10%

NAC Hedge Fund Activity: Q2 2015 in Review

47 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q2 2015, worth a combined $69.7M — down 10% from $77.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NAC and 4 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $2.82M. The largest seller was Guggenheim Capital, cutting an estimated $2.1M.

  • 47 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q2 2015, down from 54 in Q1 2015.
  • Funds reported $69.7M of Nuveen California Quality Municipal Income Fund stock for Q2 2015, down 10% quarter-over-quarter.
  • 4 funds opened new Nuveen California Quality Municipal Income Fund positions in Q2 2015 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q2 2015 was Morgan Stanley, an estimated $2.82M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q2 2015 was Guggenheim Capital, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2015.