Nuveen California Municipal Value Fund
NCA
25 hedge funds and large institutions have $20.1M invested in Nuveen California Municipal Value Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
4% more funds holding
Funds holding: 24 → 25 (+1)
4% more capital invested
Capital invested by funds: $19.3M → $20.1M (+$742K)
0.15% more ownership
Funds ownership: 7.39% → 7.54% (+0.15%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$527K |
| 2 |
LPL Financial
San Diego,
California
|
+$207K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$122K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$112K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$384K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$321K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$269K |
| 4 |
Morgan Stanley
New York
|
-$68.6K |
| 5 |
MA
MUFG Americas
New York
|
-$23.1K |
NCA Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2014, worth a combined $20.1M — up 3.8% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NCA positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Invesco, adding an estimated $527K. The largest seller was Wells Fargo, cutting an estimated $384K.
- 25 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2014, up from 24 in Q3 2014.
- Funds reported $20.1M of Nuveen California Municipal Value Fund stock for Q4 2014, up 3.8% quarter-over-quarter.
- 4 funds opened new Nuveen California Municipal Value Fund positions in Q4 2014 and 2 closed out, a net change of +2 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q4 2014 was Invesco, an estimated $527K added.
- The largest Nuveen California Municipal Value Fund seller in Q4 2014 was Wells Fargo, an estimated $384K sold.
Based on aggregated 13F filings for Q4 2014.