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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

52 hedge funds and large institutions have $35.3M invested in Nuveen California Municipal Value Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
First Foundation Advisors
California
+$1.36M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$825K
3
1CP
1607 Capital Partners
Virginia
+$787K
4
WAM
Wolverine Asset Management
Illinois
+$372K
5
GC
Guggenheim Capital
Illinois
+$309K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.91M
2
IA
IFP Advisors
Florida
-$286K
3
LPL Financial
LPL Financial
California
-$160K
4
GJIC
Gamble Jones Investment Counsel
California
-$151K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$182K +$182K +19,026 New
RJA
27
Raymond James & Associates
Florida
$175K +$401 +42 +0.2%
GPA
28
Garrison Point Advisors
California
$163K – – –
GJIC
29
Gamble Jones Investment Counsel
California
$159K -$151K – –
IA
30
IFP Advisors
Florida
$158K -$286K -29,850 -64%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$154K – – –
SWP
32
Stratos Wealth Partners
Ohio
$153K -$9.56K -1,000 -6%
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$146K – – –
AA
34
AQR Arbitrage
Connecticut
$141K -$5.83K -608 -4%
LWAC
35
Laurel Wealth Advisors (California)
California
$136K +$58 +6 +0%
First Trust Advisors
36
First Trust Advisors
Illinois
$122K +$2.67K +280 +2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$109K – – –
RCM
38
RB Capital Management
Nevada
$104K +$1.16K +121 +1%
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$96K – – –
AA
40
AlphaMark Advisors
Kentucky
$96K – – –
BA
41
Boston Advisors
Massachusetts
$96K – – –
GSWM
42
Golden State Wealth Management
California
$96K +$96K +9,996 New
TW
43
Towerpoint Wealth
California
$96K +$96K +10,000 New
WT
44
Whittier Trust
California
$66K – – –
GAM
45
Gemmer Asset Management
California
$45K – – –
Citigroup
46
Citigroup
New York
$40K – – –
JIR
47
James Investment Research
Ohio
$29K – – –
SMFS
48
Squar Milner Financial Services
California
$9K – – –
WAS
49
WESPAC Advisors SoCal
California
$9K +$9K +990 New
GRP
50
Global Retirement Partners
California
$8K – – –
1
2
3