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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

42 hedge funds and large institutions have $35.6M invested in Nuveen California Municipal Value Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$4.57M
2
FAT
2
First American Trust
California
$149K
3
DADC
3
D.A. Davidson & Co
Montana
$124K
4
PA
4
Parallel Advisors
California
$104K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$916K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.2M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
WS
3
Wedbush Securities
California
$0
4
FFA
4
First Foundation Advisors
California
$7.48M
5
TIM
5
Tortoise Investment Management
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.48M 693,903 -18,492 -3%
Morgan Stanley
2
Morgan Stanley
New York
$6.02M 558,556 -6,437 -1%
GC
3
Guggenheim Capital
Illinois
$4.57M 423,998 +35,709 +9%
UBS Group
4
UBS Group
Switzerland
$3.2M 297,037 -193,019 -39%
Wells Fargo
5
Wells Fargo
California
$2.5M 231,624 -2,260 -1%
AAM
6
Advisors Asset Management
Colorado
$1.42M 131,892 -962 -0.7%
TIM
7
Tortoise Investment Management
New York
$1.23M 114,398 -16,977 -13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$916K 84,943 +6,963 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$719K 66,742 -600 -0.9%
SWP
10
Stratos Wealth Partners
Ohio
$602K 55,862 -1,150 -2%
CCM
11
Coe Capital Management
Illinois
$598K 55,498 – –
WA
12
Winfield Associates
Ohio
$558K 51,800 +1,600 +3%
HWA
13
HCR Wealth Advisors
California
$510K 47,318 +61 +0.1%
MCCP
14
Mission Creek Capital Partners
California
$417K 38,700 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$386K 35,824 -1,475 -4%
MA
16
Mutual Advisors
Nebraska
$351K 32,595 +207 +0.6%
M&T Bank
17
M&T Bank
New York
$340K 31,500 – –
LPL Financial
18
LPL Financial
California
$323K 29,967 -9,197 -23%
OIA
19
OneDigital Investment Advisors
Kansas
$300K 27,860 +178 +0.6%
CAN
20
Cetera Advisor Networks
California
$280K 26,000 +1,000 +4%
Bank of America
21
Bank of America
North Carolina
$258K 23,956 +354 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$234K 21,711 – –
Creative Planning
23
Creative Planning
Kansas
$214K 19,850 -200 -1%
GPA
24
Garrison Point Advisors
California
$200K 18,550 – –
RCM
25
RB Capital Management
Nevada
$196K 18,435 +2,632 +17%
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