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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

114 hedge funds and large institutions have $260M invested in Nuveen California Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
42
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$25.3M
2
Wells Fargo
Wells Fargo
California
$17.9M
3
UBS Group
UBS Group
Switzerland
$37.3M
4
COLIM
City of London Investment Management
United Kingdom
$966K
5
CRWM
Castle Rock Wealth Management
California
$1.01M

Top Sellers

1
G
GenTrust
Florida
$0
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$2.41M
3
Morgan Stanley
Morgan Stanley
New York
$38.2M
4
BWA
BDO Wealth Advisors
Florida
$0
5
Cohen & Steers
Cohen & Steers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.2M -$1.15M -77,334 -3%
UBS Group
2
UBS Group
Switzerland
$37.3M +$1.28M +86,224 +4%
GC
3
Guggenheim Capital
Illinois
$28.5M +$64.7K +4,357 +0.2%
RCM
4
Rivernorth Capital Management
Florida
$25.3M +$8.7M +585,196 +52%
Wells Fargo
5
Wells Fargo
California
$17.9M +$2.31M +155,692 +15%
WT
6
Whittier Trust
California
$10.6M -$31.1K -2,096 -0.3%
PWSG
7
Pacific Wealth Strategies Group
California
$9.58M +$305K +20,527 +3%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$6.5M – – –
DADC
9
D.A. Davidson & Co
Montana
$5.72M +$3.61K +243 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.49M +$357K +24,055 +7%
FFA
11
First Foundation Advisors
California
$5.27M -$251K -16,889 -5%
22CM
12
20/20 Capital Management
California
$3.34M -$185K -12,441 -5%
DTC
13
Davidson Trust Company
Washington
$3.13M +$18.9K +1,273 +0.6%
Bank of America
14
Bank of America
North Carolina
$2.86M -$450K -30,280 -14%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.55M +$59.6K +4,010 +2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$2.41M -$1.85M -124,461 -43%
RCM
17
Robinson Capital Management
Michigan
$2.4M +$501K +33,522 +26%
GKWIM
18
Gerber Kawasaki Wealth & Investment Management
California
$2.37M +$63.1K +4,245 +3%
Allianz Asset Management
19
Allianz Asset Management
Germany
$2.3M – – –
OIA
20
OneDigital Investment Advisors
Kansas
$2.24M +$121K +8,143 +6%
AAM
21
Advisors Asset Management
Colorado
$2.13M +$115K +7,764 +6%
C
22
Certuity
Florida
$1.85M +$357 +24 +0%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.69M +$1.69M +113,999 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.45M +$50.2K +3,380 +4%
LPL Financial
25
LPL Financial
California
$1.37M -$68.6K -4,614 -5%
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