NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

58 hedge funds and large institutions have $42.9M invested in Nuveen California Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.85M
2
MIG
2
Mariner Investment Group
New York
$879K
3
1CP
3
1607 Capital Partners
Virginia
$2.25M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$689K
5
Wells Fargo
5
Wells Fargo
California
$3.45M

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.26M
3
C
3
Certuity
Florida
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.26M 717,474 -90,467 -11%
GC
2
Guggenheim Capital
Illinois
$5.45M 538,467 -5,055 -0.9%
UBS Group
3
UBS Group
Switzerland
$4.68M 462,228 -10,420 -2%
RCM
4
Rivernorth Capital Management
Florida
$3.85M 380,200 +163,868 +76%
Wells Fargo
5
Wells Fargo
California
$3.45M 340,971 +61,726 +22%
1CP
6
1607 Capital Partners
Virginia
$2.25M 222,017 +75,199 +51%
TIM
7
Tortoise Investment Management
New York
$1.78M 175,854 +43,621 +33%
FFA
8
First Foundation Advisors
California
$1.11M 109,770 -388,405 -78%
LPL Financial
9
LPL Financial
California
$1.02M 100,312 -3,742 -4%
MIG
10
Mariner Investment Group
New York
$879K 86,825 +86,825 New
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$689K 68,109 +68,109 New
OPCM
12
Osborne Partners Capital Management
California
$564K 55,700 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$563K 55,671 -3,295 -6%
WA
14
Winfield Associates
Ohio
$547K 54,100 +3,000 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$517K 51,172 -1,100 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$458K 45,276 -3,075 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$454K 44,873 -2,242 -5%
SIA
18
Schechter Investment Advisors
Michigan
$410K 40,483 +40,483 New
MA
19
Mutual Advisors
Nebraska
$398K 39,322 +242 +0.6%
WAM
20
Wolverine Asset Management
Illinois
$370K 36,591 +36,591 New
RCM
21
RB Capital Management
Nevada
$361K 35,682 +223 +0.6%
Bank of America
22
Bank of America
North Carolina
$353K 34,883 -3,482 -9%
BRWM
23
B. Riley Wealth Management
Tennessee
$342K 33,782 – –
LCM
24
Landscape Capital Management
New Jersey
$311K 30,697 +30,697 New
RJA
25
Raymond James & Associates
Florida
$309K 30,523 +191 +0.6%
1
2 3