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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $26.4M invested in Nuveen California Municipal Value Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.41M
2
MIAN
Mariner Independent Advisor Network
Kansas
$244K
3
Morgan Stanley
Morgan Stanley
New York
$4.77M
4
SI
Scharf Investments
California
$219K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$176K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$1.06M
2
WAM
Wolverine Asset Management
Illinois
$0
3
FAT
First American Trust
California
$0
4
GJIC
Gamble Jones Investment Counsel
California
$156K
5
FFA
First Foundation Advisors
California
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
Advisors Asset Management
Colorado
$174K -$2.09K -223 -1%
RJA
27
Raymond James & Associates
Florida
$164K -$938 -100 -0.6%
GJIC
28
Gamble Jones Investment Counsel
California
$156K -$158K – –
LWAC
29
Laurel Wealth Advisors (California)
California
$147K -$7.18K -771 -5%
CFIA
30
Cantor Fitzgerald Investment Advisors
New York
$143K – – –
AA
31
AQR Arbitrage
Connecticut
$131K – – –
JIR
32
James Investment Research
Ohio
$123K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$117K +$117K +12,325 New
First Trust Advisors
34
First Trust Advisors
Illinois
$110K -$2.2K -235 -2%
AA
35
AlphaMark Advisors
Kentucky
$103K – – –
GIM
36
Greenwich Investment Management
Connecticut
$98K – – –
HWA
37
HCR Wealth Advisors
California
$97K +$834 +92 +0.9%
BA
38
Boston Advisors
Massachusetts
$94K – – –
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$94K – – –
PA
40
Parallel Advisors
California
$56K – – –
WT
41
Whittier Trust
California
$45K – – –
GAM
42
Gemmer Asset Management
California
$44K – – –
Citigroup
43
Citigroup
New York
$39K – – –
GRP
44
Global Retirement Partners
California
$31K – – –
DWM
45
Destination Wealth Management
California
$19K +$19K +2,000 New
WAS
46
WESPAC Advisors SoCal
California
$9K – – –
SMFS
47
Squar Milner Financial Services
California
$9K – – –
TPWA
48
TRUE Private Wealth Advisors
Oregon
$7.21K +$7.21K +768 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
US Bancorp
50
US Bancorp
Minnesota
$5K – – –
1
2
3