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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

26 hedge funds and large institutions have $21.2M invested in Nuveen California Municipal Value Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.01M
2
LPL Financial
LPL Financial
California
+$253K
3
Morgan Stanley
Morgan Stanley
New York
+$145K
4
Wells Fargo
Wells Fargo
California
+$140K
5
WT
Whittier Trust
California
+$80K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$340K
2
Invesco
Invesco
Georgia
-$324K
3
Bank of America
Bank of America
North Carolina
-$41.1K
4
TIM
Tortoise Investment Management
New York
-$32K
5
DADC
D.A. Davidson & Co
Montana
-$31.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
Integrated Wealth Management
California
$12K +$12K +1,187 New
PFG
27
Pacific Financial Group
Washington
– -$11K -1,000 Closed
1
2