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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $63.3M invested in Nuveen California Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
13
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.49M
2
Bank of America
2
Bank of America
North Carolina
$1.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.68M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.45M
5
GC
5
Guggenheim Capital
Illinois
$6.1M

Top Sellers

1
SGWM
1
Sterling Group Wealth Management
California
$476K
2
RCM
2
Rivernorth Capital Management
Florida
$5.94M
3
WP
3
Woodline Partners
California
$0
4
AA
4
AQR Arbitrage
Connecticut
$0
5
1CP
5
1607 Capital Partners
Virginia
$5.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$22K – – –
IA
52
IFP Advisors
Florida
$21.9K +$21.9K +2,300 New
PO
53
Private Ocean
California
$17.4K – – –
BC
54
Bartlett & Co
Ohio
$17K – – –
BCWM
55
Bartlett & Co Wealth Management
Ohio
$16.7K – – –
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$11.5K -$2.2K -250 -16%
CSC
57
Caldwell Sutter Capital
California
$9.69K +$9.69K +1,100 New
US Bancorp
58
US Bancorp
Minnesota
$4.41K – – –
FIA
59
FNY Investment Advisers
New York
$4K +$4K +500 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$2K -$16.3K -1,465 -89%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$275 -$69 -7,864 -20%
WP
62
Woodline Partners
California
– -$1.17M -138,082 Closed
AA
63
AQR Arbitrage
Connecticut
– -$279K -33,072 Closed
Walleye Capital
64
Walleye Capital
New York
– -$145K -17,146 Closed
CF
65
Cantor Fitzgerald
New York
– -$120K -14,191 Closed
PTC
66
Private Trust Company
Ohio
– -$103K -12,230 Closed
VF
67
Virtu Financial
New York
– -$95K -11,293 Closed
LSC
68
Logan Stone Capital
Illinois
– -$89.6K -10,600 Closed
LCM
69
Landscape Capital Management
New Jersey
– -$86.1K -10,190 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$25.4K -3,000 Closed
WOSD
71
WFA of San Diego
California
– -$12.7K -1,500 Closed
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