Nuveen California Municipal Value Fund
NCA
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.
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: 53 → 58 (+5)
1.39% more ownership
Funds ownership: 24.06% → 25.45% (+1.4%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $43.7K | – | – | – |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $35K | +$34.9K | +3,727 | New |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $23.4K | +$23.4K | +2,500 | New |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $20.8K | +$20.7K | +2,213 | New |
|
|
WOSD
55
WFA of San Diego
San Diego,
California
| $14.1K | – | – | – |
|
|
MG
56
Mather Group
Chicago,
Illinois
| $11.4K | +$11.4K | +1,215 | New |
|
|
WWM
57
Wolff Wiese Magana
Carslbad,
California
| $9.38K | +$9.36K | +1,000 | New |
|
|
FIA
58
FNY Investment Advisers
New York
| $4K | +$4.68K | +500 | New |
|
59
Citadel Advisors
Miami,
Florida
| – | -$243K | -27,191 | Closed |
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$140K | -15,642 | Closed |
|
|
IC
61
IEQ Capital
Foster City,
California
| – | -$134K | -15,000 | Closed |
|
62
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$101K | -11,330 | Closed |
|
NCA Hedge Fund Activity: Q1 2026 in Review
58 of the 8,126 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.