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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

38 hedge funds and large institutions have $34.4M invested in Nuveen California Municipal Value Fund in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 11 closing their positions.

Holders
38
Holders Change
-11
Holders Change %
-22.45%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.5M
2
UBS Group
2
UBS Group
Switzerland
$4.57M
3
FFA
3
First Foundation Advisors
California
$7.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$578K
5
AAM
5
Advisors Asset Management
Colorado
$910K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$2.56M
2
Wells Fargo
2
Wells Fargo
California
$2.04M
3
RVPG
3
Relative Value Partners Group
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.26M 685,021 +30,705 +5%
Morgan Stanley
2
Morgan Stanley
New York
$5.1M 481,070 +1,695 +0.4%
UBS Group
3
UBS Group
Switzerland
$4.57M 431,533 +55,901 +15%
1CP
4
1607 Capital Partners
Virginia
$2.56M 241,043 -87,396 -27%
GC
5
Guggenheim Capital
Illinois
$2.5M 236,198 +57,781 +32%
Wells Fargo
6
Wells Fargo
California
$2.04M 192,732 -62,496 -24%
TIM
7
Tortoise Investment Management
New York
$1.63M 154,148 -9,000 -6%
AAM
8
Advisors Asset Management
Colorado
$910K 85,873 +3,087 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$862K 81,279 -6,000 -7%
LPL Financial
10
LPL Financial
California
$804K 75,869 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$613K 57,842 +500 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$578K 54,520 +13,373 +33%
WA
13
Winfield Associates
Ohio
$482K 45,500 +1,000 +2%
MA
14
Mutual Advisors
Nebraska
$453K 42,704 +8 +0%
Invesco
15
Invesco
Georgia
$424K 40,028 +145 +0.4%
M&T Bank
16
M&T Bank
New York
$334K 31,500 – –
CAN
17
Cetera Advisor Networks
California
$291K 27,075 -400 -1%
WS
18
Wedbush Securities
California
$276K 26,029 +1 +0%
OIA
19
OneDigital Investment Advisors
Kansas
$274K 25,805 +347 +1%
HWA
20
HCR Wealth Advisors
California
$209K 19,698 -19,549 -50%
Creative Planning
21
Creative Planning
Kansas
$202K 19,026 – –
Bank of America
22
Bank of America
North Carolina
$181K 17,098 -15,804 -48%
GPA
23
Garrison Point Advisors
California
$181K 17,050 – –
GJIC
24
Gamble Jones Investment Counsel
California
$176K 16,618 – –
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$175K 16,503 – –
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