Nuveen California Municipal Value Fund
NCA
46 hedge funds and large institutions have $35.3M invested in Nuveen California Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 0 closing their positions.
10% more funds holding
Funds holding: 42 → 46 (+4)
0.12% less ownership
Funds ownership: 11.75% → 11.63% (-0.12%)
1% less capital invested
Capital invested by funds: $35.6M → $35.3M (-$266K)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$412K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$346K |
| 3 |
Millennium Management
New York
|
+$212K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$187K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$512K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$476K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$318K |
| 4 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$157K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$134K |
NCA Hedge Fund Activity: Q4 2020 in Review
46 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2020, worth a combined $35.3M — down 0.75% from $35.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NCA positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $412K. The largest seller was Morgan Stanley, cutting an estimated $512K.
- 46 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2020, up from 42 in Q3 2020.
- Funds reported $35.3M of Nuveen California Municipal Value Fund stock for Q4 2020, down 0.75% quarter-over-quarter.
- 4 funds opened new Nuveen California Municipal Value Fund positions in Q4 2020 and 0 closed out, a net change of +4 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q4 2020 was UBS Group, an estimated $412K added.
- The largest Nuveen California Municipal Value Fund seller in Q4 2020 was Morgan Stanley, an estimated $512K sold.
Based on aggregated 13F filings for Q4 2020.