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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

44 hedge funds and large institutions have $34.9M invested in Nuveen California Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$500K
2
CCM
Coe Capital Management
Illinois
+$480K
3
MA
MUFG Americas
New York
+$329K
4
UBS Group
UBS Group
Switzerland
+$269K
5
SWP
Stratos Wealth Partners
Ohio
+$237K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$722K
2
AAS
Avantax Advisory Services
Texas
-$262K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$216K
4
Invesco
Invesco
Georgia
-$112K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$188K -$8.85K -884 -4%
GPA
27
Garrison Point Advisors
California
$171K – – –
GJIC
28
Gamble Jones Investment Counsel
California
$166K – – –
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$165K – – –
CFIA
30
Cantor Fitzgerald Investment Advisors
New York
$153K – – –
CRWM
31
Castle Rock Wealth Management
California
$138K +$19.5K +2,003 +16%
RCM
32
RB Capital Management
Nevada
$135K +$29.5K +3,097 +28%
RJA
33
Raymond James & Associates
Florida
$130K +$130K +13,027 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$118K +$4.99K +500 +4%
IC
35
Intersect Capital
California
$106K – – –
AA
36
AlphaMark Advisors
Kentucky
$100K – – –
TW
37
Towerpoint Wealth
California
$100K – – –
WT
38
Whittier Trust
California
$69K – – –
JIR
39
James Investment Research
Ohio
$60K – – –
GAM
40
Gemmer Asset Management
California
$47K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27K +2,700 New
PA
42
Parallel Advisors
California
$16K +$16K +1,600 New
SMFS
43
Squar Milner Financial Services
California
$10K – – –
US Bancorp
44
US Bancorp
Minnesota
$5K – – –
AAS
45
Avantax Advisory Services
Texas
– -$262K -24,639 Closed
Invesco
46
Invesco
Georgia
– -$112K -10,505 Closed
PCMC
47
Paragon Capital Management (Colorado)
Colorado
– -$107K -10,000 Closed
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