We are live on ! Find out more
NCA icon

Nuveen California Municipal Value Fund
NCA

58 hedge funds and large institutions have $79M invested in Nuveen California Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $71.3M → $79M (+$7.68M)

9% more funds holding

Funds holding: 53 → 58 (+5)

1.39% more ownership

Funds ownership: 24.06% → 25.45% (+1.4%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.64M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$603K
3
Bank of America
Bank of America
North Carolina
+$546K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$503K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$498K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$831K
2
Citadel Advisors
Citadel Advisors
Florida
-$243K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$183K
4
Wells Fargo
Wells Fargo
California
-$165K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parallel Advisors
California
$43.7K – – –
ASN
52
Advisory Services Network
Georgia
$35K +$34.9K +3,727 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$23.4K +$23.4K +2,500 New
IA
54
IFP Advisors
Florida
$20.8K +$20.7K +2,213 New
WOSD
55
WFA of San Diego
California
$14.1K – – –
MG
56
Mather Group
Illinois
$11.4K +$11.4K +1,215 New
WWM
57
Wolff Wiese Magana
California
$9.38K +$9.36K +1,000 New
FIA
58
FNY Investment Advisers
New York
$4K +$4.68K +500 New
Citadel Advisors
59
Citadel Advisors
Florida
– -$243K -27,191 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$140K -15,642 Closed
IC
61
IEQ Capital
California
– -$134K -15,000 Closed
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
– -$101K -11,330 Closed
1 2
3