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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

104 hedge funds and large institutions have $208M invested in Nuveen California Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
26
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.14M
3
Bank of America
Bank of America
North Carolina
$3.93M
4
Wells Fargo
Wells Fargo
California
$9.33M
5
Morgan Stanley
Morgan Stanley
New York
$26.3M

Top Sellers

1
KIM
Karpus Investment Management
New York
$1.49M
2
RCM
Rivernorth Capital Management
Florida
$9.33M
3
RCM
Robinson Capital Management
Michigan
$2.74M
4
COLIM
City of London Investment Management
United Kingdom
$0
5
LWAC
Laurel Wealth Advisors (California)
California
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$31.4M -$268K -17,988 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$26.3M +$910K +61,096 +4%
GC
3
Guggenheim Capital
Illinois
$23.2M +$174K +11,696 +0.8%
Wells Fargo
4
Wells Fargo
California
$9.33M +$955K +64,109 +11%
RCM
5
Rivernorth Capital Management
Florida
$9.33M -$4.67M -313,437 -33%
WT
6
Whittier Trust
California
$9.27M +$211K +14,149 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.14M +$2.58M +173,568 +57%
PWSG
8
Pacific Wealth Strategies Group
California
$6.78M +$22.5K +1,510 +0.3%
FFA
9
First Foundation Advisors
California
$5.86M +$180K +12,067 +3%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$5.7M +$5.7M +383,000 New
IC
11
IEQ Capital
California
$4.8M +$4.8M +322,064 New
SIA
12
Sit Investment Associates
Minnesota
$4.18M +$149K +10,000 +4%
Bank of America
13
Bank of America
North Carolina
$3.93M +$1.13M +75,701 +40%
22CM
14
20/20 Capital Management
California
$3.74M +$3.74M +242,552 New
DTC
15
Davidson Trust Company
Washington
$3.6M +$3.6M +241,826 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.92M -$39.3K -2,641 -1%
DADC
17
D.A. Davidson & Co
Montana
$2.83M +$891K +59,815 +46%
RCM
18
Robinson Capital Management
Michigan
$2.74M -$2.9M -194,500 -51%
Invesco
19
Invesco
Georgia
$2.58M -$336K -22,587 -12%
WS
20
Wedbush Securities
California
$2.42M -$592K -39,767 -20%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$2.25M +$309K +20,741 +16%
AAM
22
Advisors Asset Management
Colorado
$1.96M -$134K -9,007 -6%
OIA
23
OneDigital Investment Advisors
Kansas
$1.91M +$42.3K +2,843 +2%
AA
24
Apriem Advisors
California
$1.85M -$262K -17,614 -12%
C
25
Certuity
Florida
$1.53M +$1.53M +102,494 New
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