Nuveen California Municipal Value Fund
NCA
41 hedge funds and large institutions have $24.2M invested in Nuveen California Municipal Value Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
17% more funds holding
Funds holding: 35 → 41 (+6)
0.89% more ownership
Funds ownership: 8.32% → 9.22% (+0.89%)
0% less capital invested
Capital invested by funds: $24.3M → $24.2M (-$91K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.47M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.12M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$668K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$518K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.58M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$594K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$574K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$239K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$138K |
NCA Hedge Fund Activity: Q1 2018 in Review
41 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2018, worth a combined $24.2M — down 0.37% from $24.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NCA positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $1.47M. The largest seller was LPL Financial, cutting an estimated $1.58M.
- 41 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2018, up from 35 in Q4 2017.
- Funds reported $24.2M of Nuveen California Municipal Value Fund stock for Q1 2018, down 0.37% quarter-over-quarter.
- 9 funds opened new Nuveen California Municipal Value Fund positions in Q1 2018 and 3 closed out, a net change of +6 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q1 2018 was UBS Group, an estimated $1.47M added.
- The largest Nuveen California Municipal Value Fund seller in Q1 2018 was LPL Financial, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2018.