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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

54 hedge funds and large institutions have $47.5M invested in Nuveen California Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.29M
2
GC
2
Guggenheim Capital
Illinois
$5.16M
3
UBS Group
3
UBS Group
Switzerland
$4.5M
4
LPL Financial
4
LPL Financial
California
$1.18M
5
Comerica Bank
5
Comerica Bank
Texas
$232K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$6.37M
2
EAM
2
Evanson Asset Management
California
$0
3
AAM
3
Advisors Asset Management
Colorado
$622K
4
M&T Bank
4
M&T Bank
New York
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
26
Mission Creek Capital Partners
California
$316K – – –
RJA
27
Raymond James & Associates
Florida
$292K +$17.7K +1,650 +6%
OIA
28
OneDigital Investment Advisors
Kansas
$271K +$1.85K +173 +0.7%
CRWM
29
Castle Rock Wealth Management
California
$232K +$11.9K +1,092 +5%
Comerica Bank
30
Comerica Bank
Texas
$232K +$232K +21,500 New
Creative Planning
31
Creative Planning
Kansas
$210K -$2.14K -200 -1%
AA
32
AlphaMark Advisors
Kentucky
$208K – – –
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$205K +$95.5K +8,941 +87%
GPA
34
Garrison Point Advisors
California
$198K – – –
SWP
35
Stratos Wealth Partners
Ohio
$197K -$101K -9,484 -34%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$187K +$3.21K +300 +2%
PCMC
37
Paragon Capital Management (Colorado)
Colorado
$161K – – –
PA
38
Parallel Advisors
California
$158K – – –
GJIC
39
Gamble Jones Investment Counsel
California
$148K – – –
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$147K -$2.72K -254 -2%
FFG
41
Ford Financial Group
California
$135K +$135K +12,687 New
TW
42
Towerpoint Wealth
California
$131K – – –
First Trust Advisors
43
First Trust Advisors
Illinois
$123K +$107 +10 +0.1%
PWM
44
Perigon Wealth Management
California
$113K – – –
RIA
45
Realta Investment Advisors
Delaware
$113K – – –
HWA
46
HCR Wealth Advisors
California
$111K +$684 +64 +0.6%
WS
47
Wedbush Securities
California
$109K +$109K +10,188 New
JIR
48
James Investment Research
Ohio
$88K – – –
WT
49
Whittier Trust
California
$51K – – –
GAM
50
Gemmer Asset Management
California
$50K – – –
1
2
3