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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

41 hedge funds and large institutions have $24.2M invested in Nuveen California Municipal Value Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.42M
2
WAM
Wolverine Asset Management
Illinois
+$1.08M
3
FFA
First Foundation Advisors
California
+$642K
4
Wells Fargo
Wells Fargo
California
+$498K
5
LCM
Landscape Capital Management
New Jersey
+$471K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.52M
2
CAN
Cetera Advisor Networks
California
-$594K
3
Invesco
Invesco
Georgia
-$552K
4
AAM
Advisors Asset Management
Colorado
-$239K
5
GJIC
Gamble Jones Investment Counsel
California
-$169K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
26
Cantor Fitzgerald Investment Advisors
New York
$142K +$37.2K +4,000 +36%
DADC
27
D.A. Davidson & Co
Montana
$140K +$140K +14,978 New
First Trust Advisors
28
First Trust Advisors
Illinois
$119K +$17.4K +1,872 +17%
DA
29
Doliver Advisors
Texas
$109K +$109K +11,713 New
DAS
30
Dynamic Advisor Solutions
Arizona
$105K +$105K +11,250 New
AA
31
AlphaMark Advisors
Kentucky
$103K +$37.5K +4,000 +57%
Stifel Financial
32
Stifel Financial
Missouri
$99K – – –
HWA
33
HCR Wealth Advisors
California
$98K +$98K +10,535 New
BA
34
Boston Advisors
Massachusetts
$93K – – –
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$93K – – –
PA
36
Parallel Advisors
California
$56K – – –
WT
37
Whittier Trust
California
$45K – – –
GAM
38
Gemmer Asset Management
California
$44K – – –
GRP
39
Global Retirement Partners
California
$31K -$7.08K -750 -19%
WAS
40
WESPAC Advisors SoCal
California
$9K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +714 New
US Bancorp
42
US Bancorp
Minnesota
$5K – – –
CAN
43
Cetera Advisor Networks
California
– -$594K -58,735 Closed
AAM
44
Advisors Asset Management
Colorado
– -$239K -23,498 Closed
VF
45
Virtu Financial
New York
– -$109K -10,700 Closed
LCM
46
Leisure Capital Management
California
– -$136K – –
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