We are live on ! Find out more
NAC icon

Nuveen California Quality Municipal Income Fund

118 hedge funds and large institutions have $248M invested in Nuveen California Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

0.84% more ownership

Funds ownership: 12.25%13.09% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 119118 (-1)

10% less capital invested

Capital invested by funds: $277M → $248M (-$28.4M)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
40
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.4M +$365K +26,078 +0.9%
GC
2
Guggenheim Capital
Illinois
$30.4M +$4.77M +340,453 +17%
UBS Group
3
UBS Group
Switzerland
$29.8M -$3.56M -254,169 -10%
RCM
4
Rivernorth Capital Management
Florida
$24.1M +$3.72M +265,215 +17%
Wells Fargo
5
Wells Fargo
California
$15.6M -$1.12M -80,263 -6%
PWSG
6
Pacific Wealth Strategies Group
California
$10.3M +$816K +58,231 +8%
WT
7
Whittier Trust
California
$7.67M +$359K +25,617 +5%
RCG
8
Regatta Capital Group
California
$7.15M +$276K +19,686 +4%
DADC
9
D.A. Davidson & Co
Montana
$5.96M +$411K +29,341 +7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$5.8M +$88.3K +6,300 +1%
Allianz Asset Management
11
Allianz Asset Management
Germany
$5.27M +$3.46M +247,000 +159%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$4.93M +$3.42M +243,950 +185%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.88M +$767K +54,714 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.26M +$703K +50,137 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.89M +$179K +12,780 +6%
AAM
16
Advisors Asset Management
Colorado
$2.65M +$326K +23,256 +13%
Bank of America
17
Bank of America
North Carolina
$2.38M -$182K -12,990 -7%
DTC
18
Davidson Trust Company
Washington
$2.27M -$35K -2,498 -1%
OIA
19
OneDigital Investment Advisors
Kansas
$2.24M +$23.4K +1,673 +1%
LPL Financial
20
LPL Financial
California
$2.06M +$69K +4,922 +3%
WS
21
Wedbush Securities
California
$1.83M +$61.3K +4,375 +3%
RJA
22
Raymond James & Associates
Florida
$1.65M +$346K +24,713 +24%
SCA
23
Snowden Capital Advisors
New York
$1.65M +$1.67M +119,115 +1,811%
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$1.55M -$924K -65,900 -36%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.29M -$18.1K -1,293 -1%

NAC Hedge Fund Activity: Q1 2022 in Review

118 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q1 2022, worth a combined $248M — down 10% from $277M a quarter earlier.

Fund positioning in NAC was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 40 added to existing stakes and 30 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.77M. The largest seller was UBS Group, cutting an estimated $3.56M.

  • 118 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q1 2022, down from 119 in Q4 2021.
  • Funds reported $248M of Nuveen California Quality Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen California Quality Municipal Income Fund positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q1 2022 was Guggenheim Capital, an estimated $4.77M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q1 2022 was UBS Group, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2022.