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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

38 hedge funds and large institutions have $34.4M invested in Nuveen California Municipal Value Fund in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-11
Holders Change %
-22.45%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$2.5M
2
UBS Group
UBS Group
Switzerland
$4.57M
3
FFA
First Foundation Advisors
California
$7.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$578K
5
AAM
Advisors Asset Management
Colorado
$910K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$2.56M
2
Wells Fargo
Wells Fargo
California
$2.04M
3
RVPG
Relative Value Partners Group
$0
4
LCM
Landscape Capital Management
New Jersey
$0
5
MIAN
Mariner Independent Advisor Network
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
RB Capital Management
Nevada
$174K +$4.79K +449 +3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$171K – – –
CFIA
28
Cantor Fitzgerald Investment Advisors
New York
$162K – – –
RJA
29
Raymond James & Associates
Florida
$129K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$119K – – –
PCMC
31
Paragon Capital Management (Colorado)
Colorado
$106K – – –
AA
32
AlphaMark Advisors
Kentucky
$106K – – –
TW
33
Towerpoint Wealth
California
$106K – – –
WT
34
Whittier Trust
California
$73K – – –
JIR
35
James Investment Research
Ohio
$64K – – –
GAM
36
Gemmer Asset Management
California
$50K – – –
US Bancorp
37
US Bancorp
Minnesota
$5K – – –
FIA
38
FNY Investment Advisers
New York
$2K +$116 +15 +6%
RCM
39
Rivernorth Capital Management
Florida
– -$427 -42,316 Closed
RVPG
40
Relative Value Partners Group
– -$290K -28,701 Closed
LCM
41
Landscape Capital Management
New Jersey
– -$245K -24,317 Closed
MIAN
42
Mariner Independent Advisor Network
Kansas
– -$211K -20,971 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$138K -13,743 Closed
First Trust Advisors
44
First Trust Advisors
Illinois
– -$126K -12,516 Closed
CRWM
45
Castle Rock Wealth Management
California
– -$102K -10,164 Closed
GSWM
46
Golden State Wealth Management
California
– -$100K -9,996 Closed
SMFS
47
Squar Milner Financial Services
California
– -$10K -1,000 Closed
GRP
48
Global Retirement Partners
California
– -$8K -785 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -714 Closed
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