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Nuveen California Municipal Value Fund
NCA

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.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

5% more funds holding

Funds holding: 58 → 61 (+3)

1.41% more ownership

Funds ownership: 21.34% → 22.75% (+1.4%)

1% less capital invested

Capital invested by funds: $64.4M → $63.7M (-$789K)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.8%
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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.22M
2
LSC
Logan Stone Capital
Illinois
+$1.51M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.19M
4
AWS
Atria Wealth Solutions
New York
+$558K
5
1CP
1607 Capital Partners
Virginia
+$532K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.16M
2
FWM
Fortress Wealth Management
California
-$467K
3
LPL Financial
LPL Financial
California
-$319K
4
Morgan Stanley
Morgan Stanley
New York
-$278K
5
MMA
Miracle Mile Advisors
California
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$249K +$106K +12,011 +69%
US Bancorp
27
US Bancorp
Minnesota
$219K – – –
WS
28
Wedbush Securities
California
$218K +$33.7K +3,810 +17%
SIA
29
Schechter Investment Advisors
Michigan
$211K – – –
MCM
30
MAI Capital Management
Ohio
$211K +$221K +25,000 New
LCM
31
Landscape Capital Management
New Jersey
$203K -$27.1K -3,070 -11%
Citadel Advisors
32
Citadel Advisors
Florida
$198K +$207K +23,450 New
NL
33
NWAM LLC
Washington
$177K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$169K +$22.1K +2,500 +14%
DADC
35
D.A. Davidson & Co
Montana
$163K – – –
MA
36
Mutual Advisors
Nebraska
$158K +$18.5K +2,096 +13%
DWM
37
DKM Wealth Management
California
$152K +$159K +18,000 New
Jones Financial Companies
38
Jones Financial Companies
Missouri
$151K +$34.4K +3,898 +28%
OPCM
39
Osborne Partners Capital Management
California
$144K -$17.7K -2,000 -11%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$140K +$147K +16,617 New
HF
41
HRT Financial
New York
$129K +$135K +15,287 New
IC
42
IEQ Capital
California
$127K – – –
RCM
43
RB Capital Management
Nevada
$120K +$539 +61 +0.4%
SA
44
Sanctuary Advisors
Indiana
$118K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$110K – – –
FFA
46
Farther Finance Advisors
California
$108K – – –
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$99.5K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$92.1K – – –
WGC
49
Watts Gwilliam & Co
Arizona
$91.2K – – –
JIR
50
James Investment Research
Ohio
$86.4K – – –
1
2
3

NCA Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2024, worth a combined $63.7M — down 1.2% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NCA positions and 10 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.22M. The largest seller was Guggenheim Capital, cutting an estimated $1.16M.

  • 61 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $63.7M of Nuveen California Municipal Value Fund stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 16 funds opened new Nuveen California Municipal Value Fund positions in Q4 2024 and 10 closed out, a net change of +6 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $2.22M added.
  • The largest Nuveen California Municipal Value Fund seller in Q4 2024 was Guggenheim Capital, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2024.