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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

44 hedge funds and large institutions have $34.9M invested in Nuveen California Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$500K
2
CCM
Coe Capital Management
Illinois
+$480K
3
MA
MUFG Americas
New York
+$329K
4
UBS Group
UBS Group
Switzerland
+$269K
5
SWP
Stratos Wealth Partners
Ohio
+$237K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$722K
2
AAS
Avantax Advisory Services
Texas
-$262K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$216K
4
Invesco
Invesco
Georgia
-$112K
5
PCMC
Paragon Capital Management (Colorado)
Colorado
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.04M +$65.6K +6,562 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$5.47M +$65.1K +6,513 +1%
UBS Group
3
UBS Group
Switzerland
$4.73M +$269K +26,871 +6%
GC
4
Guggenheim Capital
Illinois
$3.59M +$500K +49,953 +16%
Wells Fargo
5
Wells Fargo
California
$2.21M -$90.3K -9,034 -4%
TIM
6
Tortoise Investment Management
New York
$1.35M -$72.6K -7,260 -5%
AAM
7
Advisors Asset Management
Colorado
$1.26M +$200K +20,036 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$884K +$85K +8,493 +11%
LPL Financial
9
LPL Financial
California
$811K +$56K +5,597 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$628K +$19K +1,900 +3%
1CP
11
1607 Capital Partners
Virginia
$546K -$722K -72,195 -57%
WA
12
Winfield Associates
Ohio
$499K +$44K +4,400 +10%
CCM
13
Coe Capital Management
Illinois
$480K +$480K +48,049 New
HWA
14
HCR Wealth Advisors
California
$444K +$639 +64 +0.1%
MCCP
15
Mission Creek Capital Partners
California
$387K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$329K -$216K -21,663 -40%
MA
17
MUFG Americas
New York
$329K +$329K +32,895 New
MA
18
Mutual Advisors
Nebraska
$322K -$105K -10,533 -25%
M&T Bank
19
M&T Bank
New York
$315K – – –
OIA
20
OneDigital Investment Advisors
Kansas
$275K +$50 +5 +0%
WS
21
Wedbush Securities
California
$250K +$10 +1 +0%
CAN
22
Cetera Advisor Networks
California
$242K -$13.8K -1,375 -5%
SWP
23
Stratos Wealth Partners
Ohio
$237K +$237K +23,650 New
Creative Planning
24
Creative Planning
Kansas
$201K +$10.3K +1,024 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$197K +$197K +19,745 New
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