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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

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.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
14
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.64M
2
Stifel Financial
2
Stifel Financial
Missouri
$359K
3
Millennium Management
3
Millennium Management
New York
$220K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$429K
5
Wells Fargo
5
Wells Fargo
California
$2.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.5M
2
FFA
2
First Foundation Advisors
California
$7M
3
AAM
3
Advisors Asset Management
Colorado
$1.1M
4
CCM
4
Coe Capital Management
Illinois
$437K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$778K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7M 648,262 -45,641 -7%
Morgan Stanley
2
Morgan Stanley
New York
$5.5M 509,462 -49,094 -9%
GC
3
Guggenheim Capital
Illinois
$4.57M 422,675 -1,323 -0.3%
UBS Group
4
UBS Group
Switzerland
$3.64M 336,542 +39,505 +13%
Wells Fargo
5
Wells Fargo
California
$2.64M 244,621 +12,997 +6%
TIM
6
Tortoise Investment Management
New York
$1.22M 112,898 -1,500 -1%
AAM
7
Advisors Asset Management
Colorado
$1.1M 101,391 -30,501 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$778K 72,068 -12,875 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$705K 65,342 -1,400 -2%
WA
10
Winfield Associates
Ohio
$559K 51,800 – –
SWP
11
Stratos Wealth Partners
Ohio
$532K 49,273 -6,589 -12%
HWA
12
HCR Wealth Advisors
California
$512K 47,381 +63 +0.1%
CCM
13
Coe Capital Management
Illinois
$437K 40,483 -15,015 -27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$430K 39,766 +3,942 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$429K 39,670 +17,959 +83%
Stifel Financial
16
Stifel Financial
Missouri
$359K 33,234 +33,234 New
MA
17
Mutual Advisors
Nebraska
$354K 32,804 +209 +0.6%
Bank of America
18
Bank of America
North Carolina
$342K 31,614 +7,658 +32%
M&T Bank
19
M&T Bank
New York
$340K 31,500 – –
MCCP
20
Mission Creek Capital Partners
California
$319K 29,500 -9,200 -24%
CAN
21
Cetera Advisor Networks
California
$302K 28,000 +2,000 +8%
LPL Financial
22
LPL Financial
California
$292K 27,016 -2,951 -10%
OIA
23
OneDigital Investment Advisors
Kansas
$238K 22,028 -5,832 -21%
RCM
24
RB Capital Management
Nevada
$232K 21,484 +3,049 +17%
Millennium Management
25
Millennium Management
New York
$220K 20,379 +20,379 New
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