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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

54 hedge funds and large institutions have $47.5M invested in Nuveen California Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.29M
2
GC
2
Guggenheim Capital
Illinois
$5.16M
3
UBS Group
3
UBS Group
Switzerland
$4.5M
4
LPL Financial
4
LPL Financial
California
$1.18M
5
Comerica Bank
5
Comerica Bank
Texas
$232K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$6.37M
2
EAM
2
Evanson Asset Management
California
$0
3
AAM
3
Advisors Asset Management
Colorado
$622K
4
M&T Bank
4
M&T Bank
New York
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.29M 775,084 +79,557 +11%
FFA
2
First Foundation Advisors
California
$6.37M 595,032 -49,332 -8%
GC
3
Guggenheim Capital
Illinois
$5.16M 482,245 +58,232 +14%
UBS Group
4
UBS Group
Switzerland
$4.5M 420,530 +57,768 +16%
RCM
5
Rivernorth Capital Management
Florida
$3.11M 290,854 -4,118 -1%
Wells Fargo
6
Wells Fargo
California
$2.76M 257,946 +11,348 +5%
1CP
7
1607 Capital Partners
Virginia
$1.89M 176,911 +4,014 +2%
TIM
8
Tortoise Investment Management
New York
$1.89M 176,207 +16,846 +11%
LPL Financial
9
LPL Financial
California
$1.18M 110,618 +22,153 +25%
WAM
10
Wolverine Asset Management
Illinois
$944K 88,303 +2,832 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$639K 59,747 -4,651 -7%
AAM
12
Advisors Asset Management
Colorado
$622K 58,139 -21,995 -27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$606K 56,652 -3,863 -6%
OPCM
14
Osborne Partners Capital Management
California
$596K 55,700 – –
WA
15
Winfield Associates
Ohio
$547K 51,100 -700 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$514K 48,001 +124 +0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$465K 43,444 +227 +0.5%
CCM
18
Coe Capital Management
Illinois
$433K 40,483 – –
KAS
19
Kestra Advisory Services
Texas
$415K 38,799 -416 -1%
Bank of America
20
Bank of America
North Carolina
$410K 38,334 +23 +0.1%
C
21
Certuity
Florida
$406K 37,931 – –
RCM
22
RB Capital Management
Nevada
$377K 35,245 +225 +0.6%
BRWM
23
B. Riley Wealth Management
Tennessee
$361K 33,782 – –
MA
24
Mutual Advisors
Nebraska
$356K 33,228 +216 +0.7%
CAN
25
Cetera Advisor Networks
California
$340K 31,788 +4,000 +14%
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