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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

58 hedge funds and large institutions have $42.9M invested in Nuveen California Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.85M
2
MIG
2
Mariner Investment Group
New York
$879K
3
1CP
3
1607 Capital Partners
Virginia
$2.25M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$689K
5
Wells Fargo
5
Wells Fargo
California
$3.45M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.26M
3
C
3
Certuity
Florida
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$307K +$20.3K +2,000 +7%
AAM
27
Advisors Asset Management
Colorado
$298K -$157K -15,500 -34%
OIA
28
OneDigital Investment Advisors
Kansas
$259K +$1.35K +133 +0.5%
MCCP
29
Mission Creek Capital Partners
California
$253K -$45.5K -4,500 -15%
Millennium Management
30
Millennium Management
New York
$231K +$231K +22,778 New
ACA
31
Ackerman Capital Advisors
Texas
$223K +$223K +22,080 New
Comerica Bank
32
Comerica Bank
Texas
$211K – – –
Creative Planning
33
Creative Planning
Kansas
$199K – – –
AA
34
AlphaMark Advisors
Kentucky
$196K – – –
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$194K – – –
SWP
36
Stratos Wealth Partners
Ohio
$193K +$101 +10 +0.1%
GPA
37
Garrison Point Advisors
California
$188K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$175K +$760 +75 +0.4%
DADC
39
D.A. Davidson & Co
Montana
$164K +$164K +16,182 New
PCMC
40
Paragon Capital Management (Colorado)
Colorado
$152K – – –
CRWM
41
Castle Rock Wealth Management
California
$144K +$16K +1,629 +13%
GJIC
42
Gamble Jones Investment Counsel
California
$140K +$140K +13,818 New
CCM
43
Covington Capital Management
California
$113K – – –
First Trust Advisors
44
First Trust Advisors
Illinois
$108K -$689 -68 -0.6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$107K – – –
PWM
46
Perigon Wealth Management
California
$107K – – –
RIA
47
Realta Investment Advisors
Delaware
$107K – – –
HWA
48
HCR Wealth Advisors
California
$106K +$615 +61 +0.6%
JIR
49
James Investment Research
Ohio
$83K – – –
PA
50
Parallel Advisors
California
$81K – – –
1
2
3