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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

116 hedge funds and large institutions have $259M invested in Nuveen California Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
34
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.7M
2
Wells Fargo
Wells Fargo
California
$15.9M
3
DADC
D.A. Davidson & Co
Montana
$5.83M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.43M
5
BWA
BDO Wealth Advisors
Florida
$798K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$17M
2
MMA
Miracle Mile Advisors
California
$189K
3
KIM
Karpus Investment Management
New York
$0
4
CRWM
Castle Rock Wealth Management
California
$353K
5
WS
Wedbush Securities
California
$776K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.2M +$572K +37,731 +1%
UBS Group
2
UBS Group
Switzerland
$36.7M +$1.58M +104,011 +4%
GC
3
Guggenheim Capital
Illinois
$29M -$363K -23,915 -1%
RCM
4
Rivernorth Capital Management
Florida
$17M -$9.53M -628,602 -36%
Wells Fargo
5
Wells Fargo
California
$15.9M +$988K +65,162 +7%
WT
6
Whittier Trust
California
$10.9M +$705K +46,513 +7%
PWSG
7
Pacific Wealth Strategies Group
California
$9.28M +$474K +31,860 +5%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$6.64M +$458K +30,200 +7%
DADC
9
D.A. Davidson & Co
Montana
$5.83M +$886K +58,459 +18%
FFA
10
First Foundation Advisors
California
$5.63M -$422K -27,857 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.24M -$392K -25,890 -7%
G
12
GenTrust
Florida
$5.09M – – –
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$4.34M +$77.7K +5,127 +2%
22CM
14
20/20 Capital Management
California
$3.6M +$80.2K +5,285 +2%
Bank of America
15
Bank of America
North Carolina
$3.38M +$71.5K +4,719 +2%
DTC
16
Davidson Trust Company
Washington
$3.17M -$494K -32,591 -13%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.54M +$43.3K +2,858 +2%
GKWIM
18
Gerber Kawasaki Wealth & Investment Management
California
$2.35M -$32.6K -2,150 -1%
Allianz Asset Management
19
Allianz Asset Management
Germany
$2.35M – – –
OIA
20
OneDigital Investment Advisors
Kansas
$2.16M +$175K +11,544 +9%
AAM
21
Advisors Asset Management
Colorado
$2.06M +$117K +7,689 +6%
RCM
22
Robinson Capital Management
Michigan
$1.93M -$30.4K -2,000 -2%
C
23
Certuity
Florida
$1.89M +$15.4K +1,014 +0.8%
HPWA
24
Hall Private Wealth Advisors
North Carolina
$1.75M +$1.75M +115,205 New
LPL Financial
25
LPL Financial
California
$1.47M +$53.5K +3,531 +4%
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