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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

33 hedge funds and large institutions have $26.6M invested in Nuveen California Municipal Value Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.88M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.17M
3
Invesco
3
Invesco
Georgia
$1.37M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$260K
5
MBT
5
Montecito Bank & Trust
California
$187K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.01M
2
VKH
2
Virtu KCG Holdings
New York
$0
3
IA
3
IFP Advisors
Florida
$423K
4
CAN
4
Cetera Advisor Networks
California
$469K
5
Bank of America
5
Bank of America
North Carolina
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.88M 462,295 +366,362 +382%
Morgan Stanley
2
Morgan Stanley
New York
$4.17M 399,634 +37,961 +10%
GC
3
Guggenheim Capital
Illinois
$4.01M 384,141 -45,592 -11%
UBS Group
4
UBS Group
Switzerland
$3.99M 382,707 +10,571 +3%
FFA
5
First Foundation Advisors
California
$2.3M 220,635 +2,264 +1%
Wells Fargo
6
Wells Fargo
California
$1.58M 151,323 +11,209 +8%
Invesco
7
Invesco
Georgia
$1.37M 131,291 +29,676 +29%
CAN
8
Cetera Advisor Networks
California
$469K 45,200 -13,125 -23%
IA
9
IFP Advisors
Florida
$423K 40,543 -14,235 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$406K 38,885 -2,281 -6%
Bank of America
11
Bank of America
North Carolina
$386K 36,980 -5,153 -12%
SFSIG
12
San Francisco Sentry Investment Group
California
$319K 30,550 +1,500 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$309K 29,634 -1,319 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$260K 24,909 +24,909 New
WS
15
Wedbush Securities
California
$220K 21,073 – –
MBT
16
Montecito Bank & Trust
California
$187K 17,975 +17,975 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$184K 17,645 – –
RJA
18
Raymond James & Associates
Florida
$154K 14,733 – –
Squarepoint
19
Squarepoint
New York
$127K 12,200 +12,200 New
WCM
20
Windsor Capital Management
Arizona
$119K 11,463 – –
EMA
21
Efficient Market Advisors
California
$117K 11,250 – –
JIR
22
James Investment Research
Ohio
$105K 10,100 – –
BA
23
Boston Advisors
Massachusetts
$104K 10,000 – –
GS
24
Girard Securities
California
$104K 10,000 +10,000 New
PA
25
Parallel Advisors
California
$63K 6,000 +6,000 New
1
2