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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

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.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
MWM
3
Mission Wealth Management
California
$219K
4
AAM
4
Advisors Asset Management
Colorado
$5.34M
5
Bank of America
5
Bank of America
North Carolina
$1.11M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$2.78M
2
Wells Fargo
2
Wells Fargo
California
$3.51M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.37M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
TIM
5
Tortoise Investment Management
New York
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$91.2K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$68.7K -$122K -13,413 -64%
PA
53
Parallel Advisors
California
$42.5K – – –
HCM
54
Hollencrest Capital Management
California
$26.1K – – –
CAL
55
Capital Analysts LLC
Pennsylvania
$26K +$256 +28 +1%
IA
56
IFP Advisors
Florida
$21.6K +$73 +8 +0.3%
CJ
57
Caitlin John
Michigan
$7.86K -$8.73K -1,000 -53%
FIA
58
FNY Investment Advisers
New York
$4K +$4K +500 New
RCM
59
Rivernorth Capital Management
Florida
– -$301K -34,735 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$201K -23,135 Closed
LSC
61
Logan Stone Capital
Illinois
– -$151K -17,424 Closed
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
– -$107K -12,304 Closed
Citadel Advisors
63
Citadel Advisors
Florida
– -$102K -11,748 Closed
RIA
64
Realta Investment Advisors
Delaware
– -$91.6K -10,562 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$62.6K -7,219 Closed
HCP
66
Hexagon Capital Partners
Arkansas
– -$31.5K -3,637 Closed
SA
67
Scarborough Advisors
Maryland
– -$19.5K -2,250 Closed
Comerica Bank
68
Comerica Bank
Texas
– -$16.4K -1,887 Closed
Allspring Global Investments
69
Allspring Global Investments
North Carolina
– -$7.96K -918 Closed
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