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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

60 hedge funds and large institutions have $49.9M invested in Nuveen California Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$5.21M
2
AAM
2
Advisors Asset Management
Colorado
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.43M
5
Wells Fargo
5
Wells Fargo
California
$4.28M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.17M
2
RCM
2
Rivernorth Capital Management
Florida
$5.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
CCM
4
Covington Capital Management
California
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$686K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$227K +$1.69K +193 +0.7%
CAN
27
Cetera Advisor Networks
California
$224K – – –
MCCP
28
Mission Creek Capital Partners
California
$218K – – –
Comerica Bank
29
Comerica Bank
Texas
$193K – – –
SWP
30
Stratos Wealth Partners
Ohio
$176K +$15.4K +1,766 +10%
AA
31
AlphaMark Advisors
Kentucky
$169K – – –
CF
32
Cantor Fitzgerald
New York
$168K +$168K +19,191 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$167K -$7.57K -867 -4%
Creative Planning
34
Creative Planning
Kansas
$152K -$10.2K -1,168 -6%
RJA
35
Raymond James & Associates
Florida
$152K – – –
GPA
36
Garrison Point Advisors
California
$147K -$15.4K -1,756 -9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$142K -$9.76K -1,118 -6%
PTC
38
Private Trust Company
Ohio
$125K +$125K +14,273 New
GJIC
39
Gamble Jones Investment Counsel
California
$121K – – –
TWM
40
TriaGen Wealth Management
California
$110K +$110K +12,636 New
RIA
41
Realta Investment Advisors
Delaware
$93K – – –
HWA
42
HCR Wealth Advisors
California
$93K +$611 +70 +0.7%
PWM
43
Perigon Wealth Management
California
$92K – – –
CRWM
44
Castle Rock Wealth Management
California
$91K +$27 +3 +0%
JIR
45
James Investment Research
Ohio
$72K – – –
SWM
46
SeaCrest Wealth Management
New York
$60K +$60K +6,902 New
SPIA
47
Steward Partners Investment Advisory
New York
$44K +$44K +5,000 New
ETI
48
Enterprise Trust & Investment
California
$33K +$33K +3,798 New
HCP
49
Hexagon Capital Partners
Arkansas
$32K – – –
PA
50
Parallel Advisors
California
$25K -$10.3K -1,177 -29%
1
2
3