NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

52 hedge funds and large institutions have $35.3M invested in Nuveen California Municipal Value Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
First Foundation Advisors
California
+$1.36M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$825K
3
1CP
1607 Capital Partners
Virginia
+$787K
4
WAM
Wolverine Asset Management
Illinois
+$372K
5
GC
Guggenheim Capital
Illinois
+$309K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.91M
2
IA
IFP Advisors
Florida
-$286K
3
LPL Financial
LPL Financial
California
-$160K
4
GJIC
Gamble Jones Investment Counsel
California
-$151K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$6.78M +$1.36M +141,753 +25%
Morgan Stanley
2
Morgan Stanley
New York
$4.44M -$42.5K -4,441 -0.9%
UBS Group
3
UBS Group
Switzerland
$4.39M +$168K +17,604 +4%
1CP
4
1607 Capital Partners
Virginia
$3.14M +$787K +82,300 +33%
Wells Fargo
5
Wells Fargo
California
$2.46M +$53K +5,548 +2%
RCM
6
Rivernorth Capital Management
Florida
$2.02M -$1.91M -200,045 -49%
TIM
7
Tortoise Investment Management
New York
$1.61M +$11K +1,150 +0.7%
GC
8
Guggenheim Capital
Illinois
$1.03M +$309K +32,310 +43%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$825K +$825K +86,246 New
AAM
10
Advisors Asset Management
Colorado
$555K +$236K +24,711 +74%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$548K -$13.9K -1,450 -2%
LCM
12
Landscape Capital Management
New Jersey
$543K -$118K -12,391 -18%
MA
13
Mutual Advisors
Nebraska
$472K +$5.92K +620 +1%
LPL Financial
14
LPL Financial
California
$453K -$160K -16,769 -26%
WA
15
Winfield Associates
Ohio
$425K +$38.2K +4,000 +10%
Invesco
16
Invesco
Georgia
$393K +$28.7K +2,996 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$391K +$34.4K +3,605 +10%
WAM
18
Wolverine Asset Management
Illinois
$372K +$372K +38,972 New
HWA
19
HCR Wealth Advisors
California
$332K +$229K +23,935 +223%
M&T Bank
20
M&T Bank
New York
$302K – – –
Bank of America
21
Bank of America
North Carolina
$293K +$1.27K +133 +0.4%
RVPG
22
Relative Value Partners Group
$275K – – –
WS
23
Wedbush Securities
California
$254K – – –
CAN
24
Cetera Advisor Networks
California
$241K -$37.6K -3,900 -14%
MIAN
25
Mariner Independent Advisor Network
Kansas
$201K +$201K +20,971 New
1
2 3