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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

60 hedge funds and large institutions have $44.5M invested in Nuveen California Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+14
Holders Change %
+30.43%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
19
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.11M
3
1CP
3
1607 Capital Partners
Virginia
$1.77M
4
WAM
4
Wolverine Asset Management
Illinois
$873K
5
LPL Financial
5
LPL Financial
California
$904K

Top Sellers

1
HWA
1
HCR Wealth Advisors
California
$106K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$285K
5
AAM
5
Advisors Asset Management
Colorado
$819K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.11M 695,527 +186,065 +37%
FFA
2
First Foundation Advisors
California
$6.59M 644,364 -3,898 -0.6%
GC
3
Guggenheim Capital
Illinois
$4.33M 424,013 +1,338 +0.3%
UBS Group
4
UBS Group
Switzerland
$3.71M 362,762 +26,220 +8%
RCM
5
Rivernorth Capital Management
Florida
$3.02M 294,972 +294,972 New
Wells Fargo
6
Wells Fargo
California
$2.52M 246,598 +1,977 +0.8%
1CP
7
1607 Capital Partners
Virginia
$1.77M 172,897 +172,897 New
TIM
8
Tortoise Investment Management
New York
$1.63M 159,361 +46,463 +41%
LPL Financial
9
LPL Financial
California
$904K 88,465 +61,449 +227%
WAM
10
Wolverine Asset Management
Illinois
$873K 85,471 +85,471 New
AAM
11
Advisors Asset Management
Colorado
$819K 80,134 -21,257 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$658K 64,398 -7,670 -11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$618K 60,515 -4,827 -7%
OPCM
14
Osborne Partners Capital Management
California
$569K 55,700 +55,700 New
WA
15
Winfield Associates
Ohio
$529K 51,800 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$489K 47,877 +8,111 +20%
Osaic Holdings
17
Osaic Holdings
Arizona
$442K 43,217 +3,547 +9%
CCM
18
Coe Capital Management
Illinois
$414K 40,483 – –
KAS
19
Kestra Advisory Services
Texas
$401K 39,215 +39,215 New
Bank of America
20
Bank of America
North Carolina
$392K 38,311 +6,697 +21%
C
21
Certuity
Florida
$388K 37,931 +37,931 New
EAM
22
Evanson Asset Management
California
$381K 37,265 +37,265 New
RCM
23
RB Capital Management
Nevada
$358K 35,020 +13,536 +63%
BRWM
24
B. Riley Wealth Management
Tennessee
$345K 33,782 +33,782 New
MA
25
Mutual Advisors
Nebraska
$337K 33,012 +208 +0.6%
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