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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

49 hedge funds and large institutions have $44M invested in Nuveen California Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.73M
2
UBS Group
2
UBS Group
Switzerland
$4.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.52M
4
Wells Fargo
4
Wells Fargo
California
$2.95M
5
CCM
5
Covington Capital Management
California
$118K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$5.26M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RCM
3
Rivernorth Capital Management
Florida
$2.28M
4
TIM
4
Tortoise Investment Management
New York
$1.4M
5
1CP
5
1607 Capital Partners
Virginia
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.52M 807,941 +32,857 +4%
GC
2
Guggenheim Capital
Illinois
$5.73M 543,522 +61,277 +13%
FFA
3
First Foundation Advisors
California
$5.26M 498,175 -96,857 -16%
UBS Group
4
UBS Group
Switzerland
$4.99M 472,648 +52,118 +12%
Wells Fargo
5
Wells Fargo
California
$2.95M 279,245 +21,299 +8%
RCM
6
Rivernorth Capital Management
Florida
$2.28M 216,332 -74,522 -26%
1CP
7
1607 Capital Partners
Virginia
$1.55M 146,818 -30,093 -17%
TIM
8
Tortoise Investment Management
New York
$1.4M 132,233 -43,974 -25%
LPL Financial
9
LPL Financial
California
$1.1M 104,054 -6,564 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$622K 58,966 -781 -1%
OPCM
11
Osborne Partners Capital Management
California
$588K 55,700 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$551K 52,272 -4,380 -8%
WA
13
Winfield Associates
Ohio
$539K 51,100 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$510K 48,351 +350 +0.7%
Osaic Holdings
15
Osaic Holdings
Arizona
$497K 47,115 +3,671 +8%
AAM
16
Advisors Asset Management
Colorado
$475K 44,984 -13,155 -23%
MA
17
Mutual Advisors
Nebraska
$412K 39,080 +5,852 +18%
Bank of America
18
Bank of America
North Carolina
$405K 38,365 +31 +0.1%
C
19
Certuity
Florida
$400K 37,931 – –
RCM
20
RB Capital Management
Nevada
$374K 35,459 +214 +0.6%
BRWM
21
B. Riley Wealth Management
Tennessee
$356K 33,782 – –
KAS
22
Kestra Advisory Services
Texas
$352K 33,395 -5,404 -14%
RJA
23
Raymond James & Associates
Florida
$320K 30,332 +3,036 +11%
MCCP
24
Mission Creek Capital Partners
California
$311K 29,500 – –
CAN
25
Cetera Advisor Networks
California
$298K 28,288 -3,500 -11%
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