NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $63.7M invested in Nuveen California Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.12M
2
LSC
2
Logan Stone Capital
Illinois
$1.44M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.14M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.11M
5
AWS
5
Atria Wealth Solutions
New York
$533K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.24M
2
FWM
2
Fortress Wealth Management
California
$0
3
LPL Financial
3
LPL Financial
California
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.7M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$249K 29,469 +12,011 +69%
US Bancorp
27
US Bancorp
Minnesota
$219K 25,867 – –
WS
28
Wedbush Securities
California
$218K 25,764 +3,810 +17%
SIA
29
Schechter Investment Advisors
Michigan
$211K 25,011 – –
MCM
30
MAI Capital Management
Ohio
$211K 25,000 +25,000 New
LCM
31
Landscape Capital Management
New Jersey
$203K 23,999 -3,070 -11%
Citadel Advisors
32
Citadel Advisors
Florida
$198K 23,450 +23,450 New
NL
33
NWAM LLC
Washington
$177K 20,955 – –
HighTower Advisors
34
HighTower Advisors
Illinois
$169K 20,000 +2,500 +14%
DADC
35
D.A. Davidson & Co
Montana
$163K 19,256 – –
MA
36
Mutual Advisors
Nebraska
$158K 18,752 +2,096 +13%
DWM
37
DKM Wealth Management
California
$152K 18,000 +18,000 New
Jones Financial Companies
38
Jones Financial Companies
Missouri
$151K 17,855 +3,898 +28%
OPCM
39
Osborne Partners Capital Management
California
$144K 17,000 -2,000 -11%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$140K 16,617 +16,617 New
HF
41
HRT Financial
New York
$129K 15,287 +15,287 New
IC
42
IEQ Capital
California
$127K 15,000 – –
RCM
43
RB Capital Management
Nevada
$120K 14,173 +61 +0.4%
SA
44
Sanctuary Advisors
Indiana
$118K 13,730 – –
SPIA
45
Steward Partners Investment Advisory
New York
$110K 13,000 – –
FFA
46
Farther Finance Advisors
California
$108K 12,786 – –
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$99.5K 11,772 – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$92.1K 10,901 – –
WGC
49
Watts Gwilliam & Co
Arizona
$91.2K 10,700 – –
JIR
50
James Investment Research
Ohio
$86.4K 10,230 – –
1
2
3