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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

47 hedge funds and large institutions have $31.7M invested in Nuveen California Municipal Value Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.75M
2
1CP
2
1607 Capital Partners
Virginia
$2.24M
3
FFA
3
First Foundation Advisors
California
$5.16M
4
TIM
4
Tortoise Investment Management
New York
$1.52M
5
LCM
5
Landscape Capital Management
New Jersey
$629K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.27M
3
UBS Group
3
UBS Group
Switzerland
$4.02M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
SI
5
Scharf Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$5.16M 567,087 +128,361 +29%
Morgan Stanley
2
Morgan Stanley
New York
$4.27M 468,710 -40,757 -8%
UBS Group
3
UBS Group
Switzerland
$4.02M 441,968 -34,912 -7%
RCM
4
Rivernorth Capital Management
Florida
$3.75M 410,781 +297,441 +262%
Wells Fargo
5
Wells Fargo
California
$2.29M 251,860 -5,037 -2%
1CP
6
1607 Capital Partners
Virginia
$2.24M 246,139 +246,139 New
TIM
7
Tortoise Investment Management
New York
$1.52M 166,998 +55,810 +50%
GC
8
Guggenheim Capital
Illinois
$691K 75,890 +34,624 +84%
LCM
9
Landscape Capital Management
New Jersey
$629K 69,174 +39,723 +135%
LPL Financial
10
LPL Financial
California
$583K 64,111 +21,900 +52%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$535K 58,792 +2,883 +5%
MA
12
Mutual Advisors
Nebraska
$444K 48,787 – –
IA
13
IFP Advisors
Florida
$423K 46,353 -3,243 -7%
WA
14
Winfield Associates
Ohio
$369K 40,500 +1,700 +4%
Invesco
15
Invesco
Georgia
$347K 38,091 +25 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$340K 37,334 -2,182 -6%
AAM
17
Advisors Asset Management
Colorado
$304K 33,363 +14,789 +80%
M&T Bank
18
M&T Bank
New York
$287K 31,500 – –
Bank of America
19
Bank of America
North Carolina
$278K 30,541 -21,394 -41%
CAN
20
Cetera Advisor Networks
California
$264K 28,875 -22,000 -43%
RVPG
21
Relative Value Partners Group
$261K 28,701 +28,701 New
WS
22
Wedbush Securities
California
$241K 26,527 +1,020 +4%
RJA
23
Raymond James & Associates
Florida
$166K 18,284 +800 +5%
SWP
24
Stratos Wealth Partners
Ohio
$155K 17,000 -1,700 -9%
GPA
25
Garrison Point Advisors
California
$155K 17,050 +17,050 New
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