Nuveen California Municipal Value Fund
NCA
61 hedge funds and large institutions have $63.7M invested in Nuveen California Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
5% more funds holding
Funds holding: 58 → 61 (+3)
1.41% more ownership
Funds ownership: 21.34% → 22.75% (+1.4%)
1% less capital invested
Capital invested by funds: $64.4M → $63.7M (-$789K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.22M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.51M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.19M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$558K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.16M |
| 2 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$467K |
| 3 |
LPL Financial
San Diego,
California
|
-$319K |
| 4 |
Morgan Stanley
New York
|
-$278K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$246K |
NCA Hedge Fund Activity: Q4 2024 in Review
61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2024, worth a combined $63.7M — down 1.2% from $64.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NCA positions and 10 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.22M. The largest seller was Guggenheim Capital, cutting an estimated $1.16M.
- 61 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2024, up from 58 in Q3 2024.
- Funds reported $63.7M of Nuveen California Municipal Value Fund stock for Q4 2024, down 1.2% quarter-over-quarter.
- 16 funds opened new Nuveen California Municipal Value Fund positions in Q4 2024 and 10 closed out, a net change of +6 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $2.22M added.
- The largest Nuveen California Municipal Value Fund seller in Q4 2024 was Guggenheim Capital, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2024.