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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

35 hedge funds and large institutions have $24.9M invested in Nuveen California Municipal Value Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.98M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$314K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$120K
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$115K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.49M
2
GC
2
Guggenheim Capital
Illinois
$2.97M
3
UBS Group
3
UBS Group
Switzerland
$3.22M
4
SFSIG
4
San Francisco Sentry Investment Group
California
$303K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$419K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.98M 388,505 +13,403 +4%
LPL Financial
2
LPL Financial
California
$3.49M 340,341 -86,451 -20%
UBS Group
3
UBS Group
Switzerland
$3.22M 314,416 -42,434 -12%
GC
4
Guggenheim Capital
Illinois
$2.97M 289,911 -52,558 -15%
FFA
5
First Foundation Advisors
California
$2.26M 220,635 +8,873 +4%
Invesco
6
Invesco
Georgia
$1.98M 192,786 +19,282 +11%
Wells Fargo
7
Wells Fargo
California
$1.28M 124,835 -19,519 -14%
CAN
8
Cetera Advisor Networks
California
$553K 53,796 +5,488 +11%
IA
9
IFP Advisors
Florida
$544K 53,037 +1,717 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$419K 40,885 -22,500 -35%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$351K 34,265 +16 +0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$336K 32,809 – –
Bank of America
13
Bank of America
North Carolina
$325K 31,699 -8,114 -20%
DA
14
Doliver Advisors
Texas
$321K 31,317 -8,714 -22%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$314K 30,595 +12,950 +73%
SFSIG
16
San Francisco Sentry Investment Group
California
– – -30,550 Closed
SWP
17
Stratos Wealth Partners
Ohio
$303K 29,600 +4,000 +16%
LWAC
18
Laurel Wealth Advisors (California)
California
$273K 26,643 +4,017 +18%
WS
19
Wedbush Securities
California
$250K 24,429 -713 -3%
SG Americas Securities
20
SG Americas Securities
New York
$165K 16,050 -9,663 -38%
RJA
21
Raymond James & Associates
Florida
$153K 14,933 +100 +0.7%
GS
22
Girard Securities
California
$125K 12,119 +2,000 +20%
First Trust Advisors
23
First Trust Advisors
Illinois
$120K 11,712 +11,712 New
CFIA
24
Cantor Fitzgerald Investment Advisors
New York
$115K 11,250 +11,250 New
JIR
25
James Investment Research
Ohio
$104K 10,100 – –
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