Nuveen California Municipal Value Fund
NCA
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
5% more funds holding
Funds holding: 42 → 44 (+2)
0.31% more ownership
Funds ownership: 12.13% → 12.44% (+0.31%)
4% less capital invested
Capital invested by funds: $36.3M → $34.9M (-$1.36M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$522K |
| 2 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$502K |
| 3 |
MA
MUFG Americas
New York
|
+$344K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$281K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$754K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$262K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$226K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$112K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$110K |
NCA Hedge Fund Activity: Q1 2020 in Review
44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2020, worth a combined $34.9M — down 3.8% from $36.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NCA positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $522K. The largest seller was 1607 Capital Partners, cutting an estimated $754K.
- 44 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2020, up from 42 in Q4 2019.
- Funds reported $34.9M of Nuveen California Municipal Value Fund stock for Q1 2020, down 3.8% quarter-over-quarter.
- 7 funds opened new Nuveen California Municipal Value Fund positions in Q1 2020 and 3 closed out, a net change of +4 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q1 2020 was Guggenheim Capital, an estimated $522K added.
- The largest Nuveen California Municipal Value Fund seller in Q1 2020 was 1607 Capital Partners, an estimated $754K sold.
Based on aggregated 13F filings for Q1 2020.