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Nuveen California Municipal Value Fund
NCA

25 hedge funds and large institutions have $11.4M invested in Nuveen California Municipal Value Fund in 2013 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.8% more ownership

Funds ownership: 0% → 4.8% (+4.8%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$2.34M +$2.48M +248,670 New
U
2
UBS
Switzerland
$2.21M +$2.34M +234,203 New
Wells Fargo
3
Wells Fargo
California
$1.8M +$1.9M +190,850 New
Morgan Stanley
4
Morgan Stanley
New York
$1.05M +$1.11M +111,299 New
Bank of America
5
Bank of America
North Carolina
$741K +$784K +78,614 New
GC
6
Guggenheim Capital
Illinois
$681K +$721K +72,315 New
LPL Financial
7
LPL Financial
California
$436K +$462K +46,331 New
CS
8
Credit Suisse
Switzerland
$318K +$337K +33,774 New
CNB
9
City National Bank
California
$280K +$296K +29,700 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$261K +$277K +27,733 New
MBT
11
Montecito Bank & Trust
California
$179K +$190K +19,029 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$161K +$171K +17,092 New
TC
13
TFS Capital
Pennsylvania
$148K +$157K +15,692 New
DA
14
Doliver Advisors
Texas
$145K +$153K +15,362 New
TIM
15
Tortoise Investment Management
New York
$141K +$150K +15,000 New
CAN
16
Cetera Advisor Networks
California
$125K +$132K +13,225 New
MA
17
MUFG Americas
New York
$115K +$122K +12,225 New
PCMC
18
Paragon Capital Management (Colorado)
Colorado
$94.2K +$99.8K +10,000 New
SFSIG
19
San Francisco Sentry Investment Group
California
$94K +$99.8K +10,000 New
WCM
20
Windsor Capital Management
Arizona
$32K +$33.6K +3,365 New
BIM
21
BlackRock Investment Management
Delaware
$29K +$30.9K +3,100 New
PAS
22
Partnervest Advisory Services
California
$16K +$16.7K +1,671 New
Citigroup
23
Citigroup
New York
$14K +$15.2K +1,524 New
EMA
24
Efficient Market Advisors
California
$9K +$9.98K +1,000 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$9K +$9.98K +1,000 New

NCA Hedge Fund Activity: Q2 2013 in Review

25 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q2 2013, worth a combined $11.4M.

Buyers outnumbered sellers: 25 funds opened new NCA positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

  • 25 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $11.4M of Nuveen California Municipal Value Fund stock for Q2 2013.
  • 25 funds opened new Nuveen California Municipal Value Fund positions in Q2 2013 and 0 closed out, a net change of +25 holders.

Based on aggregated 13F filings for Q2 2013.