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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

42 hedge funds and large institutions have $35.6M invested in Nuveen California Municipal Value Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$4.57M
2
FAT
First American Trust
California
$149K
3
DADC
D.A. Davidson & Co
Montana
$124K
4
PA
Parallel Advisors
California
$104K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$916K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$3.2M
2
1CP
1607 Capital Partners
Virginia
$0
3
WS
Wedbush Securities
California
$0
4
FFA
First Foundation Advisors
California
$7.48M
5
TIM
Tortoise Investment Management
New York
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
26
Gamble Jones Investment Counsel
California
$179K – – –
CRWM
27
Castle Rock Wealth Management
California
$169K +$22.4K +2,162 +15%
PCMC
28
Paragon Capital Management (Colorado)
Colorado
$162K – – –
CFIA
29
Cantor Fitzgerald Investment Advisors
New York
$156K – – –
FAT
30
First American Trust
California
$149K +$149K +13,800 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$142K +$8.96K +830 +7%
DADC
32
D.A. Davidson & Co
Montana
$124K +$124K +11,502 New
IC
33
Intersect Capital
California
$114K – – –
AA
34
AlphaMark Advisors
Kentucky
$108K – – –
TW
35
Towerpoint Wealth
California
$108K – – –
PA
36
Parallel Advisors
California
$104K +$86.8K +8,047 +503%
JIR
37
James Investment Research
Ohio
$65K – – –
WT
38
Whittier Trust
California
$52K +$52K +4,800 New
GAM
39
Gemmer Asset Management
California
$51K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
TPWA
41
TRUE Private Wealth Advisors
Oregon
$8K +$8K +768 New
US Bancorp
42
US Bancorp
Minnesota
$5K – – –
1CP
43
1607 Capital Partners
Virginia
– -$491K -48,003 Closed
WS
44
Wedbush Securities
California
– -$256K -25,032 Closed
APWA
45
Atlas Private Wealth Advisors
New Jersey
– -$15K -1,500 Closed
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