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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

34 hedge funds and large institutions have $25.4M invested in Nuveen California Municipal Value Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.56M
3
VF
3
Virtu Financial
New York
$236K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$491K
5
Stifel Financial
5
Stifel Financial
Missouri
$111K

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.33M
2
GC
2
Guggenheim Capital
Illinois
$2.36M
3
DA
3
Doliver Advisors
Texas
$106K
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
LPL Financial
5
LPL Financial
California
$3.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.56M 432,609 +44,104 +11%
UBS Group
2
UBS Group
Switzerland
$4M 379,366 +64,950 +21%
LPL Financial
3
LPL Financial
California
$3.47M 329,296 -11,045 -3%
GC
4
Guggenheim Capital
Illinois
$2.36M 224,538 -65,373 -23%
FFA
5
First Foundation Advisors
California
$2.32M 219,635 -1,000 -0.5%
Wells Fargo
6
Wells Fargo
California
$1.35M 128,451 +3,616 +3%
Invesco
7
Invesco
Georgia
$1.33M 126,120 -66,666 -35%
CAN
8
Cetera Advisor Networks
California
$620K 58,689 +4,893 +9%
IA
9
IFP Advisors
Florida
$611K 57,990 +4,953 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$491K 46,609 +13,800 +42%
Bank of America
11
Bank of America
North Carolina
$444K 42,148 +10,449 +33%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$410K 38,885 -2,000 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$391K 37,082 +2,817 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$370K 35,070 +4,475 +15%
SFSIG
15
San Francisco Sentry Investment Group
California
– – – –
LWAC
16
Laurel Wealth Advisors (California)
California
$280K 26,657 +14 +0.1%
SWP
17
Stratos Wealth Partners
Ohio
$259K 24,600 -5,000 -17%
WS
18
Wedbush Securities
California
$258K 24,472 +43 +0.2%
VF
19
Virtu Financial
New York
$236K 22,419 +22,419 New
RJA
20
Raymond James & Associates
Florida
$192K 18,191 +3,258 +22%
CFIA
21
Cantor Fitzgerald Investment Advisors
New York
$119K 11,250 – –
First Trust Advisors
22
First Trust Advisors
Illinois
$116K 11,032 -680 -6%
Stifel Financial
23
Stifel Financial
Missouri
$111K 10,547 +10,547 New
DA
24
Doliver Advisors
Texas
$106K 10,042 -21,275 -68%
GS
25
Girard Securities
California
$106K 10,000 -2,119 -17%
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