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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

41 hedge funds and large institutions have $36.1M invested in Nuveen California Municipal Value Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
Stratos Wealth Partners
Ohio
$583K
2
GC
Guggenheim Capital
Illinois
$3.97M
3
Morgan Stanley
Morgan Stanley
New York
$5.77M
4
UBS Group
UBS Group
Switzerland
$5.01M
5
PCMC
Paragon Capital Management (Colorado)
Colorado
$153K

Top Sellers

1
LPL Financial
LPL Financial
California
$400K
2
MA
MUFG Americas
New York
$0
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
4
RJA
Raymond James & Associates
Florida
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
26
Garrison Point Advisors
California
$190K +$15.4K +1,500 +9%
GJIC
27
Gamble Jones Investment Counsel
California
$170K – – –
RCM
28
RB Capital Management
Nevada
$162K +$16.5K +1,614 +11%
CFIA
29
Cantor Fitzgerald Investment Advisors
New York
$156K – – –
PCMC
30
Paragon Capital Management (Colorado)
Colorado
$153K +$153K +15,000 New
CRWM
31
Castle Rock Wealth Management
California
$152K +$21 +2 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$126K +$5.11K +500 +4%
IC
33
Intersect Capital
California
$108K – – –
AA
34
AlphaMark Advisors
Kentucky
$102K – – –
TW
35
Towerpoint Wealth
California
$102K – – –
JIR
36
James Investment Research
Ohio
$61K – – –
GAM
37
Gemmer Asset Management
California
$48K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
PA
39
Parallel Advisors
California
$16K – – –
APWA
40
Atlas Private Wealth Advisors
New Jersey
$15K +$15K +1,500 New
US Bancorp
41
US Bancorp
Minnesota
$5K – – –
MA
42
MUFG Americas
New York
– -$329K -32,895 Closed
WAP
43
Wealthcare Advisory Partners
Pennsylvania
– -$165K -16,503 Closed
RJA
44
Raymond James & Associates
Florida
– -$130K -13,027 Closed
WT
45
Whittier Trust
California
– -$69K -6,914 Closed
SMFS
46
Squar Milner Financial Services
California
– -$10K -1,000 Closed
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