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Nuveen California Municipal Value Fund

58 hedge funds and large institutions have $79M invested in Nuveen California Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $71.3M → $79M (+$7.68M)

9% more funds holding

Funds holding: 5358 (+5)

1.39% more ownership

Funds ownership: 24.06%25.45% (+1.4%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$325K +$49.7K +5,310 +18%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$262K -$103K -11,009 -28%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$257K +$693 +74 +0.3%
SPIA
29
Steward Partners Investment Advisory
New York
$235K +$78.6K +8,394 +51%
HighTower Advisors
30
HighTower Advisors
Illinois
$230K -$27.6K -2,950 -11%
STA
31
Summit Trail Advisors
New York
$225K +$224K +23,979 New
MCM
32
MAI Capital Management
Ohio
$201K -$26.6K -2,837 -12%
DWM
33
DKM Wealth Management
California
$169K
AAP
34
Arax Advisory Partners
Colorado
$164K -$70.7K -7,552 -30%
Creative Planning
35
Creative Planning
Kansas
$164K -$11.2K -1,201 -6%
OPCM
36
Osborne Partners Capital Management
California
$159K
Mariner
37
Mariner
Kansas
$146K +$146K +15,614 New
First Manhattan
38
First Manhattan
New York
$128K
ISFAN
39
Investor's Fiduciary Advisor Network
Washington
$123K
FFA
40
Farther Finance Advisors
California
$121K
SA
41
Sanctuary Advisors
Indiana
$117K -$93K -9,934 -44%
RCM
42
RB Capital Management
Nevada
$116K -$4.3K -459 -4%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$110K
VF
44
Virtu Financial
New York
$107K -$39.4K -4,211 -27%
Corient Private Wealth
45
Corient Private Wealth
Florida
$102K -$102K -10,901 -50%
PI
46
PFG Investments
New York
$96.9K +$580 +62 +0.6%
JIR
47
James Investment Research
Ohio
$96K
GPA
48
Garrison Point Advisors
California
$93.8K
AF
49
Allworth Financial
California
$70.3K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$66.7K +$66.6K +7,110 New

NCA Hedge Fund Activity: Q1 2026 in Review

58 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2026, worth a combined $79M — up 11% from $71.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NCA positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $2.64M. The largest seller was Advisors Asset Management, cutting an estimated $831K.

  • 58 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $79M of Nuveen California Municipal Value Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 10 funds opened new Nuveen California Municipal Value Fund positions in Q1 2026 and 4 closed out, a net change of +6 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q1 2026 was UBS Group, an estimated $2.64M added.
  • The largest Nuveen California Municipal Value Fund seller in Q1 2026 was Advisors Asset Management, an estimated $831K sold.

Based on aggregated 13F filings for Q1 2026.