Nuveen California Municipal Value Fund
NCA
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
11% more funds holding
Funds holding: 38 → 42 (+4)
6% more capital invested
Capital invested by funds: $34.4M → $36.3M (+$1.93M)
0.59% more ownership
Funds ownership: 11.54% → 12.13% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$760K |
| 2 |
Morgan Stanley
New York
|
+$623K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$390K |
| 4 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$259K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$310K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$129K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$125K |
| 5 |
RCM
RB Capital Management
Reno,
Nevada
|
-$54.6K |
NCA Hedge Fund Activity: Q4 2019 in Review
42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2019, worth a combined $36.3M — up 5.6% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NCA positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $760K. The largest seller was 1607 Capital Partners, cutting an estimated $1.2M.
- 42 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2019, up from 38 in Q3 2019.
- Funds reported $36.3M of Nuveen California Municipal Value Fund stock for Q4 2019, up 5.6% quarter-over-quarter.
- 6 funds opened new Nuveen California Municipal Value Fund positions in Q4 2019 and 2 closed out, a net change of +4 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q4 2019 was Guggenheim Capital, an estimated $760K added.
- The largest Nuveen California Municipal Value Fund seller in Q4 2019 was 1607 Capital Partners, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2019.