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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $34.3M invested in Nuveen California Municipal Value Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.8M
2
LPL Financial
2
LPL Financial
California
$765K
3
OIA
3
OneDigital Investment Advisors
Kansas
$257K
4
AAM
4
Advisors Asset Management
Colorado
$834K
5
GJIC
5
Gamble Jones Investment Counsel
California
$168K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.79M
2
FFA
2
First Foundation Advisors
California
$6.6M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$245K
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$6.6M 654,316 -54,524 -8%
Morgan Stanley
2
Morgan Stanley
New York
$4.83M 479,375 +15,106 +3%
UBS Group
3
UBS Group
Switzerland
$3.79M 375,632 -83,940 -18%
1CP
4
1607 Capital Partners
Virginia
$3.31M 328,439 – –
Wells Fargo
5
Wells Fargo
California
$2.57M 255,228 -2,180 -0.8%
GC
6
Guggenheim Capital
Illinois
$1.8M 178,417 +70,217 +65%
TIM
7
Tortoise Investment Management
New York
$1.65M 163,148 -5,000 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$880K 87,279 +1,033 +1%
AAM
9
Advisors Asset Management
Colorado
$834K 82,786 +24,712 +43%
LPL Financial
10
LPL Financial
California
$765K 75,869 +28,527 +60%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$578K 57,342 – –
WA
12
Winfield Associates
Ohio
$449K 44,500 – –
MA
13
Mutual Advisors
Nebraska
$430K 42,696 -6,711 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$415K 41,147 +208 +0.5%
Invesco
15
Invesco
Georgia
$402K 39,883 -1,204 -3%
HWA
16
HCR Wealth Advisors
California
$396K 39,247 +4,568 +13%
Bank of America
17
Bank of America
North Carolina
$332K 32,902 +2,228 +7%
M&T Bank
18
M&T Bank
New York
$318K 31,500 – –
RVPG
19
Relative Value Partners Group
$290K 28,701 – –
CAN
20
Cetera Advisor Networks
California
$275K 27,475 +2,500 +10%
WS
21
Wedbush Securities
California
$262K 26,028 -499 -2%
OIA
22
OneDigital Investment Advisors
Kansas
$257K 25,458 +25,458 New
LCM
23
Landscape Capital Management
New Jersey
$245K 24,317 -32,466 -57%
MIAN
24
Mariner Independent Advisor Network
Kansas
$211K 20,971 – –
Creative Planning
25
Creative Planning
Kansas
$192K 19,026 – –
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