Nuveen California Municipal Value Fund
NCA
58 hedge funds and large institutions have $64.4M invested in Nuveen California Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 11 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
4% more capital invested
Capital invested by funds: $61.8M → $64.4M (+$2.61M)
0.2% less ownership
Funds ownership: 21.54% → 21.34% (-0.2%)
5% less funds holding
Funds holding: 61 → 58 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.03M |
| 2 |
Morgan Stanley
New York
|
+$501K |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$215K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$201K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$924K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$520K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$438K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$301K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$255K |
NCA Hedge Fund Activity: Q3 2024 in Review
58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q3 2024, worth a combined $64.4M — up 4.2% from $61.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NCA and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 18 added.
The largest buyer was UBS Group, adding an estimated $1.03M. The largest seller was 1607 Capital Partners, cutting an estimated $924K.
- 58 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q3 2024, down from 61 in Q2 2024.
- Funds reported $64.4M of Nuveen California Municipal Value Fund stock for Q3 2024, up 4.2% quarter-over-quarter.
- 8 funds opened new Nuveen California Municipal Value Fund positions in Q3 2024 and 11 closed out, a net change of -3 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q3 2024 was UBS Group, an estimated $1.03M added.
- The largest Nuveen California Municipal Value Fund seller in Q3 2024 was 1607 Capital Partners, an estimated $924K sold.
Based on aggregated 13F filings for Q3 2024.