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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $34.3M invested in Nuveen California Municipal Value Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$1.8M
2
LPL Financial
LPL Financial
California
$765K
3
OIA
OneDigital Investment Advisors
Kansas
$257K
4
AAM
Advisors Asset Management
Colorado
$834K
5
GJIC
Gamble Jones Investment Counsel
California
$168K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.79M
2
FFA
First Foundation Advisors
California
$6.6M
3
WAM
Wolverine Asset Management
Illinois
$0
4
LCM
Landscape Capital Management
New Jersey
$245K
5
SWP
Stratos Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
26
Garrison Point Advisors
California
$172K – – –
GJIC
27
Gamble Jones Investment Counsel
California
$168K +$168K +16,618 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$166K +$166K +16,503 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$162K – – –
RCM
30
RB Capital Management
Nevada
$160K +$50.6K +5,010 +46%
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$154K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$138K +$138K +13,743 New
First Trust Advisors
33
First Trust Advisors
Illinois
$126K -$2.7K -268 -2%
RJA
34
Raymond James & Associates
Florida
$122K -$62.2K -6,185 -34%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$114K – – –
TW
36
Towerpoint Wealth
California
$104K – – –
CRWM
37
Castle Rock Wealth Management
California
$102K +$102K +10,164 New
AA
38
AlphaMark Advisors
Kentucky
$101K – – –
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$101K – – –
GSWM
40
Golden State Wealth Management
California
$100K – – –
WT
41
Whittier Trust
California
$70K – – –
JIR
42
James Investment Research
Ohio
$60K +$30K +3,000 +100%
GAM
43
Gemmer Asset Management
California
$47K – – –
SMFS
44
Squar Milner Financial Services
California
$10K – – –
GRP
45
Global Retirement Partners
California
$8K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
US Bancorp
47
US Bancorp
Minnesota
$5K – – –
FIA
48
FNY Investment Advisers
New York
$2K +$247 +30 +14%
RCM
49
Rivernorth Capital Management
Florida
$427 -$1.7K -168,420 -80%
WAM
50
Wolverine Asset Management
Illinois
– -$372K -38,972 Closed
1
2
3