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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

48 hedge funds and large institutions have $26M invested in Nuveen California Municipal Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$1.72M
2
FFA
First Foundation Advisors
California
+$1.49M
3
TIM
Tortoise Investment Management
New York
+$664K
4
CAN
Cetera Advisor Networks
California
+$426K
5
MA
Mutual Advisors
Nebraska
+$383K

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.51M
2
WAM
Wolverine Asset Management
Illinois
-$880K
3
GC
Guggenheim Capital
Illinois
-$582K
4
Invesco
Invesco
Georgia
-$348K
5
SFSIG
San Francisco Sentry Investment Group
California
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.61M -$168K -17,664 -4%
UBS Group
2
UBS Group
Switzerland
$4.49M +$183K +19,287 +4%
FFA
3
First Foundation Advisors
California
$4.32M +$1.49M +157,119 +53%
Wells Fargo
4
Wells Fargo
California
$1.94M +$245K +25,823 +14%
RCM
5
Rivernorth Capital Management
Florida
$1.72M +$1.72M +181,586 New
TIM
6
Tortoise Investment Management
New York
$1.06M +$664K +69,958 +166%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$553K – – –
IA
8
IFP Advisors
Florida
$462K +$15.1K +1,589 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$448K – – –
CAN
10
Cetera Advisor Networks
California
$426K +$426K +45,075 New
LCM
11
Landscape Capital Management
New Jersey
$412K -$66.7K -7,031 -14%
MA
12
Mutual Advisors
Nebraska
$383K +$383K +40,356 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$355K +$1.9K +200 +0.5%
Bank of America
14
Bank of America
North Carolina
$322K -$125K -13,193 -28%
GC
15
Guggenheim Capital
Illinois
$302K -$582K -61,596 -66%
M&T Bank
16
M&T Bank
New York
$299K +$299K +31,500 New
Invesco
17
Invesco
Georgia
$283K -$348K -36,614 -55%
WS
18
Wedbush Securities
California
$247K +$133 +14 +0.1%
LPL Financial
19
LPL Financial
California
$240K -$1.51M -159,031 -86%
SWP
20
Stratos Wealth Partners
Ohio
$233K +$13.3K +1,400 +6%
WAM
21
Wolverine Asset Management
Illinois
$218K -$880K -92,708 -80%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$205K – – –
WA
23
Winfield Associates
Ohio
$190K +$190K +20,000 New
AAM
24
Advisors Asset Management
Colorado
$178K +$178K +18,797 New
RJA
25
Raymond James & Associates
Florida
$167K – – –
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