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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $26.4M invested in Nuveen California Municipal Value Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.41M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$244K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.77M
4
SI
4
Scharf Investments
California
$219K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$176K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.06M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
FAT
3
First American Trust
California
$0
4
FFA
4
First Foundation Advisors
California
$4.11M
5
LCM
5
Landscape Capital Management
New Jersey
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.77M 509,467 +24,196 +5%
UBS Group
2
UBS Group
Switzerland
$4.46M 476,880 +4,107 +0.9%
FFA
3
First Foundation Advisors
California
$4.11M 438,726 -16,756 -4%
Wells Fargo
4
Wells Fargo
California
$2.41M 256,897 +52,631 +26%
RCM
5
Rivernorth Capital Management
Florida
$1.06M 113,340 -68,246 -38%
TIM
6
Tortoise Investment Management
New York
$1.04M 111,188 -920 -0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$523K 55,909 -2,409 -4%
Bank of America
8
Bank of America
North Carolina
$486K 51,935 +18,022 +53%
CAN
9
Cetera Advisor Networks
California
$472K 50,875 +5,800 +13%
IA
10
IFP Advisors
Florida
$464K 49,596 +878 +2%
MA
11
Mutual Advisors
Nebraska
$457K 48,787 +8,431 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$443K 47,285 +100 +0.2%
LPL Financial
13
LPL Financial
California
$395K 42,211 +16,914 +67%
GC
14
Guggenheim Capital
Illinois
$386K 41,266 +9,296 +29%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$370K 39,516 +2,098 +6%
WA
16
Winfield Associates
Ohio
$363K 38,800 +18,800 +94%
Invesco
17
Invesco
Georgia
$356K 38,066 +8,280 +28%
M&T Bank
18
M&T Bank
New York
$295K 31,500 – –
LCM
19
Landscape Capital Management
New Jersey
$276K 29,451 -14,004 -32%
MIAN
20
Mariner Independent Advisor Network
Kansas
$244K 26,171 +26,171 New
WS
21
Wedbush Securities
California
$239K 25,507 -486 -2%
SI
22
Scharf Investments
California
$219K 23,405 +23,405 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$206K 21,994 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$176K 18,803 +18,803 New
SWP
25
Stratos Wealth Partners
Ohio
$175K 18,700 -5,900 -24%
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