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Nuveen California Municipal Value Fund

57 hedge funds and large institutions have $60M invested in Nuveen California Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
20
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$244K
MCCP
27
Mission Creek Capital Partners
California
$214K
GPA
28
Garrison Point Advisors
California
$163K
RJA
29
Raymond James & Associates
Florida
$162K
SWP
30
Stratos Wealth Partners
Ohio
$159K +$15.1K +1,761 +10%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$158K +$18.8K +2,200 +14%
CAN
32
Cetera Advisor Networks
California
$156K
Creative Planning
33
Creative Planning
Kansas
$149K
WS
34
Wedbush Securities
California
$137K +$4.78K +560 +4%
Cerity Partners
35
Cerity Partners
New York
$118K
RCM
36
RB Capital Management
Nevada
$118K -$5.25K -614 -4%
MA
37
Mutual Advisors
Nebraska
$103K +$590 +69 +0.6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$97.7K -$69.7K -8,156 -42%
HWA
39
HCR Wealth Advisors
California
$93.9K +$752 +88 +0.8%
RIA
40
Realta Investment Advisors
Delaware
$90.3K
PWM
41
Perigon Wealth Management
California
$90.3K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$89K +$89K +10,405 New
IC
43
IEQ Capital
California
$85.5K
SPIA
44
Steward Partners Investment Advisory
New York
$84.6K +$24.8K +2,900 +41%
PA
45
Parallel Advisors
California
$39.8K
HCP
46
Hexagon Capital Partners
Arkansas
$31.1K
HCM
47
Hollencrest Capital Management
California
$24.5K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$23.1K
CAL
49
Capital Analysts LLC
Pennsylvania
$23K +$229 +27 +1%
AF
50
Allworth Financial
California
$21.4K