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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

47 hedge funds and large institutions have $31.7M invested in Nuveen California Municipal Value Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$3.75M
2
1CP
1607 Capital Partners
Virginia
$2.24M
3
FFA
First Foundation Advisors
California
$5.16M
4
TIM
Tortoise Investment Management
New York
$1.52M
5
LCM
Landscape Capital Management
New Jersey
$629K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$4.27M
3
UBS Group
UBS Group
Switzerland
$4.02M
4
MIAN
Mariner Independent Advisor Network
Kansas
$0
5
SI
Scharf Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
26
Gamble Jones Investment Counsel
California
$151K -$156K – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$146K -$53.5K -5,900 -27%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$142K -$29.8K -3,261 -17%
AA
29
AQR Arbitrage
Connecticut
$140K +$12.4K +1,357 +10%
CFIA
30
Cantor Fitzgerald Investment Advisors
New York
$139K – – –
LWAC
31
Laurel Wealth Advisors (California)
California
$128K -$14.6K -1,616 -10%
VF
32
Virtu Financial
New York
$120K +$120K +13,225 New
First Trust Advisors
33
First Trust Advisors
Illinois
$114K +$7.08K +777 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$104K -$9.18K -1,000 -8%
HWA
35
HCR Wealth Advisors
California
$98K +$438 +48 +0.4%
RCM
36
RB Capital Management
Nevada
$98K +$98K +10,722 New
GIM
37
Greenwich Investment Management
Connecticut
$95K – – –
AA
38
AlphaMark Advisors
Kentucky
$91K -$9.1K -1,000 -9%
BA
39
Boston Advisors
Massachusetts
$91K – – –
PCMC
40
Paragon Capital Management (Colorado)
Colorado
$91K – – –
WT
41
Whittier Trust
California
$63K +$19.3K +2,114 +44%
GAM
42
Gemmer Asset Management
California
$43K – – –
Citigroup
43
Citigroup
New York
$38K – – –
JIR
44
James Investment Research
Ohio
$27K -$90.9K -10,100 -77%
WAS
45
WESPAC Advisors SoCal
California
$9K -$9K – –
SMFS
46
Squar Milner Financial Services
California
$9K – – –
GRP
47
Global Retirement Partners
California
$7K -$22.3K -2,500 -76%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
US Bancorp
49
US Bancorp
Minnesota
$5K – – –
RJFSA
50
Raymond James Financial Services Advisors
Florida
– -$443K -47,285 Closed
1
2
3