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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

60 hedge funds and large institutions have $44.5M invested in Nuveen California Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+14
Holders Change %
+30.43%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.11M
3
1CP
3
1607 Capital Partners
Virginia
$1.77M
4
WAM
4
Wolverine Asset Management
Illinois
$873K
5
LPL Financial
5
LPL Financial
California
$904K

Top Sellers

1
HWA
1
HCR Wealth Advisors
California
$106K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$285K
5
AAM
5
Advisors Asset Management
Colorado
$819K
Name Market Value Shares Shares
Change 		Shares
Change %
MCCP
26
Mission Creek Capital Partners
California
$301K 29,500 – –
SWP
27
Stratos Wealth Partners
Ohio
$285K 27,894 -21,379 -43%
CAN
28
Cetera Advisor Networks
California
$284K 27,788 -212 -0.8%
RJA
29
Raymond James & Associates
Florida
$262K 25,646 +25,646 New
OIA
30
OneDigital Investment Advisors
Kansas
$257K 25,116 +3,088 +14%
M&T Bank
31
M&T Bank
New York
$220K 21,500 -10,000 -32%
CRWM
32
Castle Rock Wealth Management
California
$208K 20,280 +4,235 +26%
LCM
33
Landscape Capital Management
New Jersey
$208K 20,386 +20,386 New
Creative Planning
34
Creative Planning
Kansas
$203K 19,850 – –
AA
35
AlphaMark Advisors
Kentucky
$198K 19,400 +9,400 +94%
GPA
36
Garrison Point Advisors
California
$190K 18,550 – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$176K 17,205 +2,957 +21%
CP
38
Camelot Portfolios
Ohio
$155K 15,172 +15,172 New
PCMC
39
Paragon Capital Management (Colorado)
Colorado
$153K 15,000 – –
PA
40
Parallel Advisors
California
$151K 14,805 +5,158 +53%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$143K 14,003 +14,003 New
GJIC
42
Gamble Jones Investment Counsel
California
$141K 13,818 -2,800 -17%
SIA
43
Sit Investment Associates
Minnesota
$126K 12,289 +12,289 New
TW
44
Towerpoint Wealth
California
$125K 12,275 +2,275 +23%
DADC
45
D.A. Davidson & Co
Montana
$118K 11,502 – –
First Trust Advisors
46
First Trust Advisors
Illinois
$118K 11,517 +11,517 New
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$111K 10,250 – –
IC
48
Intersect Capital
California
$108K 10,559 – –
PWM
49
Perigon Wealth Management
California
$108K 10,560 +10,560 New
RIA
50
Realta Investment Advisors
Delaware
$108K 10,562 +10,562 New
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