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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

62 hedge funds and large institutions have $61.5M invested in Nuveen California Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$6.9M
2
UBS Group
2
UBS Group
Switzerland
$5.12M
3
WP
3
Woodline Partners
California
$1.17M
4
RCG
4
Regatta Capital Group
California
$1.15M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.86M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.5M
3
MA
3
Mutual Advisors
Nebraska
$163K
4
OIA
4
OneDigital Investment Advisors
Kansas
$0
5
LPL Financial
5
LPL Financial
California
$869K
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$240K 28,395 -92 -0.3%
MCCP
27
Mission Creek Capital Partners
California
$211K 25,000 – –
CAN
28
Cetera Advisor Networks
California
$174K 20,650 -6,200 -23%
MA
29
Mutual Advisors
Nebraska
$163K 19,311 -44,104 -70%
SWP
30
Stratos Wealth Partners
Ohio
$161K 19,060 -1,069 -5%
RJA
31
Raymond James & Associates
Florida
$148K 17,464 – –
Creative Planning
32
Creative Planning
Kansas
$148K 17,458 – –
Walleye Capital
33
Walleye Capital
New York
$145K 17,146 +17,146 New
RCM
34
RB Capital Management
Nevada
$141K 16,636 -15,247 -48%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$137K 16,262 – –
WS
36
Wedbush Securities
California
$131K 15,494 +15,494 New
GPA
37
Garrison Point Advisors
California
$121K 14,350 -2,444 -15%
CF
38
Cantor Fitzgerald
New York
$120K 14,191 – –
GJIC
39
Gamble Jones Investment Counsel
California
$117K 13,818 – –
PTC
40
Private Trust Company
Ohio
$103K 12,230 -2,043 -14%
VF
41
Virtu Financial
New York
$95K 11,293 +11,293 New
HWA
42
HCR Wealth Advisors
California
$91.3K 10,805 +84 +0.8%
LSC
43
Logan Stone Capital
Illinois
$89.6K 10,600 +10,600 New
RIA
44
Realta Investment Advisors
Delaware
$89.2K 10,562 – –
PWM
45
Perigon Wealth Management
California
$89.2K 10,560 – –
LCM
46
Landscape Capital Management
New Jersey
$86.1K 10,190 +10,190 New
JIR
47
James Investment Research
Ohio
$70K 8,230 – –
SPIA
48
Steward Partners Investment Advisory
New York
$59.2K 7,000 +2,000 +40%
PA
49
Parallel Advisors
California
$39.3K 4,655 +1,785 +62%
HCP
50
Hexagon Capital Partners
Arkansas
$30.7K 3,637 – –
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2
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