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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

48 hedge funds and large institutions have $26M invested in Nuveen California Municipal Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$1.72M
2
FFA
First Foundation Advisors
California
+$1.49M
3
TIM
Tortoise Investment Management
New York
+$664K
4
CAN
Cetera Advisor Networks
California
+$426K
5
MA
Mutual Advisors
Nebraska
+$383K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.51M
2
WAM
Wolverine Asset Management
Illinois
-$880K
3
GC
Guggenheim Capital
Illinois
-$582K
4
Invesco
Invesco
Georgia
-$348K
5
SFSIG
San Francisco Sentry Investment Group
California
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
26
First American Trust
California
$163K – – –
GJIC
27
Gamble Jones Investment Counsel
California
$158K -$155K – –
LWAC
28
Laurel Wealth Advisors (California)
California
$157K -$142K -14,956 -47%
CFIA
29
Cantor Fitzgerald Investment Advisors
New York
$145K – – –
AA
30
AQR Arbitrage
Connecticut
$132K +$132K +13,963 New
JIR
31
James Investment Research
Ohio
$124K -$28.4K -3,000 -19%
First Trust Advisors
32
First Trust Advisors
Illinois
$114K -$8.05K -845 -7%
AA
33
AlphaMark Advisors
Kentucky
$104K – – –
HWA
34
HCR Wealth Advisors
California
$101K +$657 +69 +0.7%
Stifel Financial
35
Stifel Financial
Missouri
$100K – – –
GIM
36
Greenwich Investment Management
Connecticut
$99K +$99K +10,480 New
BA
37
Boston Advisors
Massachusetts
$95K – – –
PCMC
38
Paragon Capital Management (Colorado)
Colorado
$95K – – –
CF
39
Centaurus Financial
California
$77K +$77K +8,135 New
PA
40
Parallel Advisors
California
$56K – – –
WT
41
Whittier Trust
California
$46K – – –
GAM
42
Gemmer Asset Management
California
$44K – – –
Citigroup
43
Citigroup
New York
$40K +$40K +4,200 New
GRP
44
Global Retirement Partners
California
$31K – – –
SMFS
45
Squar Milner Financial Services
California
$9K +$9K +1,000 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
US Bancorp
47
US Bancorp
Minnesota
$5K – – –
Northern Trust
48
Northern Trust
Illinois
$1K +$1K +10,000 New
SFSIG
49
San Francisco Sentry Investment Group
California
– -$285K -30,593 Closed
SG Americas Securities
50
SG Americas Securities
New York
– -$244K -26,232 Closed
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