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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $44M invested in Nuveen California Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.73M
2
UBS Group
2
UBS Group
Switzerland
$4.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.52M
4
Wells Fargo
4
Wells Fargo
California
$2.95M
5
CCM
5
Covington Capital Management
California
$118K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$5.26M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RCM
3
Rivernorth Capital Management
Florida
$2.28M
4
TIM
4
Tortoise Investment Management
New York
$1.4M
5
1CP
5
1607 Capital Partners
Virginia
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$269K +$1.72K +163 +0.6%
Comerica Bank
27
Comerica Bank
Texas
$219K – – –
Creative Planning
28
Creative Planning
Kansas
$207K – – –
AA
29
AlphaMark Advisors
Kentucky
$205K – – –
CFIA
30
Cantor Fitzgerald Investment Advisors
New York
$202K – – –
SWP
31
Stratos Wealth Partners
Ohio
$201K +$7.03K +667 +4%
GPA
32
Garrison Point Advisors
California
$196K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$182K -$3.17K -300 -2%
FFG
34
Ford Financial Group
California
$171K +$37.4K +3,550 +28%
PCMC
35
Paragon Capital Management (Colorado)
Colorado
$158K – – –
CRWM
36
Castle Rock Wealth Management
California
$136K -$87.1K -8,346 -39%
TW
37
Towerpoint Wealth
California
$130K – – –
CCM
38
Covington Capital Management
California
$118K +$118K +11,200 New
First Trust Advisors
39
First Trust Advisors
Illinois
$113K -$8.41K -798 -7%
PWM
40
Perigon Wealth Management
California
$111K – – –
RIA
41
Realta Investment Advisors
Delaware
$111K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$111K +$111K +10,542 New
HWA
43
HCR Wealth Advisors
California
$110K +$621 +59 +0.6%
JIR
44
James Investment Research
Ohio
$87K – – –
PA
45
Parallel Advisors
California
$85K -$71.4K -6,758 -46%
HCP
46
Hexagon Capital Partners
Arkansas
$38K +$38K +3,637 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
PO
48
Private Ocean
California
$21K – – –
US Bancorp
49
US Bancorp
Minnesota
$5K – – –
WAM
50
Wolverine Asset Management
Illinois
– -$944K -88,303 Closed
1
2
3