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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

41 hedge funds and large institutions have $36.1M invested in Nuveen California Municipal Value Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$583K
2
GC
2
Guggenheim Capital
Illinois
$3.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.77M
4
UBS Group
4
UBS Group
Switzerland
$5.01M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$153K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$400K
2
MA
2
MUFG Americas
New York
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$797K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.28M 712,395 +8,792 +1%
Morgan Stanley
2
Morgan Stanley
New York
$5.77M 564,993 +17,983 +3%
UBS Group
3
UBS Group
Switzerland
$5.01M 490,056 +16,658 +4%
GC
4
Guggenheim Capital
Illinois
$3.97M 388,289 +29,633 +8%
Wells Fargo
5
Wells Fargo
California
$2.39M 233,884 +12,997 +6%
AAM
6
Advisors Asset Management
Colorado
$1.36M 132,854 +6,873 +5%
TIM
7
Tortoise Investment Management
New York
$1.34M 131,375 -3,580 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$797K 77,980 -10,391 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$688K 67,342 +4,500 +7%
SWP
10
Stratos Wealth Partners
Ohio
$583K 57,012 +33,362 +141%
CCM
11
Coe Capital Management
Illinois
$567K 55,498 +7,449 +16%
WA
12
Winfield Associates
Ohio
$513K 50,200 +300 +0.6%
1CP
13
1607 Capital Partners
Virginia
$491K 48,003 -6,611 -12%
HWA
14
HCR Wealth Advisors
California
$482K 47,257 +2,816 +6%
LPL Financial
15
LPL Financial
California
$400K 39,164 -41,955 -52%
MCCP
16
Mission Creek Capital Partners
California
$396K 38,700 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$381K 37,299 +4,359 +13%
MA
18
Mutual Advisors
Nebraska
$331K 32,388 +209 +0.6%
M&T Bank
19
M&T Bank
New York
$322K 31,500 – –
OIA
20
OneDigital Investment Advisors
Kansas
$283K 27,682 +219 +0.8%
WS
21
Wedbush Securities
California
$256K 25,032 +1 +0%
CAN
22
Cetera Advisor Networks
California
$256K 25,000 +800 +3%
Bank of America
23
Bank of America
North Carolina
$241K 23,602 +4,816 +26%
Osaic Holdings
24
Osaic Holdings
Arizona
$222K 21,711 +1,966 +10%
Creative Planning
25
Creative Planning
Kansas
$205K 20,050 – –
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