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Nuveen California Quality Municipal Income Fund

124 hedge funds and large institutions have $287M invested in Nuveen California Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

3% more funds holding

Funds holding: 120124 (+4)

2.36% less ownership

Funds ownership: 19.93%17.57% (-2.4%)

15% less capital invested

Capital invested by funds: $339M → $287M (-$51.9M)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
50
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.4M +$4.62M +399,998 +15%
KIM
2
Karpus Investment Management
New York
$31.2M -$5.59M -483,893 -15%
RCM
3
Rivernorth Capital Management
Florida
$27.2M -$4.43M -383,450 -14%
MSL
4
Mackay Shields LLC
New York
$25.1M
UBS Group
5
UBS Group
Switzerland
$21.2M -$712K -61,587 -3%
GC
6
Guggenheim Capital
Illinois
$17.6M +$1.44M +124,309 +9%
Wells Fargo
7
Wells Fargo
California
$12.7M +$387K +33,447 +3%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$10.5M +$952K +82,323 +10%
RCM
9
Robinson Capital Management
Michigan
$9.2M +$2.36M +204,350 +33%
AAM
10
Advisors Asset Management
Colorado
$6.45M -$8.16K -706 -0.1%
Mariner
11
Mariner
Kansas
$5.91M -$105K -9,094 -2%
Allianz Asset Management
12
Allianz Asset Management
Germany
$5.37M
Bank of America
13
Bank of America
North Carolina
$5.27M +$1.91M +164,927 +55%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$4.16M -$1.73M -149,381 -29%
LA
15
LM Advisors
California
$3.82M +$46.4K +4,015 +1%
LPL Financial
16
LPL Financial
California
$3.53M +$129K +11,180 +4%
IP
17
Ignite Planners
California
$3.3M +$281K +24,323 +9%
SIA
18
Sit Investment Associates
Minnesota
$2.76M +$405K +35,000 +17%
EW
19
Evoke Wealth
California
$2.71M +$486K +42,000 +21%
OIA
20
OneDigital Investment Advisors
Kansas
$2.41M -$77.3K -6,687 -3%
DWM
21
Dakota Wealth Management
Florida
$2.38M -$66.2K -5,725 -3%
PI
22
PFG Investments
New York
$2.17M -$10.8K -934 -0.5%
SA
23
Sanctuary Advisors
Indiana
$1.97M +$326K +28,200 +19%
AF
24
Allworth Financial
California
$1.91M -$940K -81,331 -32%
Raymond James Financial
25
Raymond James Financial
Florida
$1.86M +$1.91M +165,018 New

NAC Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q4 2024, worth a combined $287M — down 15% from $339M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAC positions and 12 closed out — a net gain of 6 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.62M. The largest seller was Saba Capital Management, exiting entirely with an estimated $34M sold.

  • 124 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $287M of Nuveen California Quality Municipal Income Fund stock for Q4 2024, down 15% quarter-over-quarter.
  • 18 funds opened new Nuveen California Quality Municipal Income Fund positions in Q4 2024 and 12 closed out, a net change of +6 holders.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q4 2024 was Morgan Stanley, an estimated $4.62M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q4 2024 was Saba Capital Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2024.