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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

42 hedge funds and large institutions have $36.3M invested in Nuveen California Municipal Value Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.76M
3
Wells Fargo
3
Wells Fargo
California
$2.45M
4
HWA
4
HCR Wealth Advisors
California
$473K
5
AAS
5
Avantax Advisory Services
Texas
$262K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.35M
2
Invesco
2
Invesco
Georgia
$112K
3
RJA
3
Raymond James & Associates
Florida
$0
4
TIM
4
Tortoise Investment Management
New York
$1.52M
5
RCM
5
RB Capital Management
Nevada
$118K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.42M 697,041 +12,020 +2%
Morgan Stanley
2
Morgan Stanley
New York
$5.76M 540,497 +59,427 +12%
UBS Group
3
UBS Group
Switzerland
$4.76M 446,527 +14,994 +3%
GC
4
Guggenheim Capital
Illinois
$3.29M 308,703 +72,505 +31%
Wells Fargo
5
Wells Fargo
California
$2.45M 229,921 +37,189 +19%
TIM
6
Tortoise Investment Management
New York
$1.52M 142,215 -11,933 -8%
1CP
7
1607 Capital Partners
Virginia
$1.35M 126,809 -114,234 -47%
AAM
8
Advisors Asset Management
Colorado
$1.13M 105,945 +20,072 +23%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$851K 79,878 -1,401 -2%
LPL Financial
10
LPL Financial
California
$804K 75,522 -347 -0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$649K 60,942 +3,100 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$582K 54,603 +83 +0.2%
WA
13
Winfield Associates
Ohio
$485K 45,500 – –
HWA
14
HCR Wealth Advisors
California
$473K 44,377 +24,679 +125%
MA
15
Mutual Advisors
Nebraska
$455K 42,712 +8 +0%
MCCP
16
Mission Creek Capital Partners
California
$412K 38,700 +38,700 New
M&T Bank
17
M&T Bank
New York
$336K 31,500 – –
OIA
18
OneDigital Investment Advisors
Kansas
$292K 27,458 +1,653 +6%
CAN
19
Cetera Advisor Networks
California
$275K 25,575 -1,500 -6%
WS
20
Wedbush Securities
California
$267K 25,030 -999 -4%
AAS
21
Avantax Advisory Services
Texas
$262K 24,639 +24,639 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$243K 22,794 +6,700 +42%
Bank of America
23
Bank of America
North Carolina
$209K 19,670 +2,572 +15%
Creative Planning
24
Creative Planning
Kansas
$203K 19,026 – –
GPA
25
Garrison Point Advisors
California
$182K 17,050 – –
1
2