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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $61.8M invested in Nuveen California Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
GC
2
Guggenheim Capital
Illinois
$6.45M
3
WAM
3
Wolverine Asset Management
Illinois
$529K
4
SGWM
4
Sterling Group Wealth Management
California
$468K
5
FFA
5
First Foundation Advisors
California
$2.05M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$89K
2
Bank of America
2
Bank of America
North Carolina
$861K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.67M
4
RCM
4
Rivernorth Capital Management
Florida
$301K
5
AAM
5
Advisors Asset Management
Colorado
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$87K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$62.6K +$62.6K +7,219 New
PA
53
Parallel Advisors
California
$40.4K – – –
HCP
54
Hexagon Capital Partners
Arkansas
$31.5K – – –
HCM
55
Hollencrest Capital Management
California
$24.8K – – –
CAL
56
Capital Analysts LLC
Pennsylvania
$24K +$238 +28 +1%
IA
57
IFP Advisors
Florida
$20.5K +$199 +23 +1%
SA
58
Scarborough Advisors
Maryland
$19.5K – – –
CJ
59
Caitlin John
Michigan
$16.5K +$16.5K +1,900 New
Comerica Bank
60
Comerica Bank
Texas
$16.4K -$269 -31 -2%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$7.96K – – –
BRWA
62
B. Riley Wealth Advisors
Florida
– -$234K -28,395 Closed
Deutsche Bank
63
Deutsche Bank
Germany
– -$176K -19,537 Closed
SWP
64
Stratos Wealth Partners
Ohio
– -$160K -17,768 Closed
Mariner
65
Mariner
Kansas
– -$120K -13,376 Closed
MCCP
66
Mission Creek Capital Partners
California
– -$113K -12,500 Closed
CSC
67
Caldwell Sutter Capital
California
– -$5.82K -647 Closed
FIA
68
FNY Investment Advisers
New York
– -$4 -500 Closed
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