NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

57 hedge funds and large institutions have $45.8M invested in Nuveen California Municipal Value Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.61M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.14M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.21M
4
1CP
4
1607 Capital Partners
Virginia
$3.1M
5
Wells Fargo
5
Wells Fargo
California
$3.91M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.79M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
FFA
5
First Foundation Advisors
California
$714K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.82M 744,144 +26,670 +4%
RCM
2
Rivernorth Capital Management
Florida
$5.61M 612,734 +232,534 +61%
GC
3
Guggenheim Capital
Illinois
$5.05M 551,780 +13,313 +2%
Wells Fargo
4
Wells Fargo
California
$3.91M 427,167 +86,196 +25%
UBS Group
5
UBS Group
Switzerland
$3.79M 413,827 -48,401 -10%
1CP
6
1607 Capital Partners
Virginia
$3.1M 338,195 +116,178 +52%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$2.21M 241,620 +173,511 +255%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$2.14M 233,245 +227,144 +3,723%
TIM
9
Tortoise Investment Management
New York
$2.02M 220,931 +45,077 +26%
LPL Financial
10
LPL Financial
California
$1.01M 109,725 +9,413 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$800K 87,358 +31,687 +57%
AAM
12
Advisors Asset Management
Colorado
$762K 83,143 +53,659 +182%
FFA
13
First Foundation Advisors
California
$714K 78,002 -31,768 -29%
WA
14
Winfield Associates
Ohio
$493K 53,800 -300 -0.6%
OPCM
15
Osborne Partners Capital Management
California
$492K 53,700 -2,000 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$429K 46,863 -4,309 -8%
MA
17
Mutual Advisors
Nebraska
$411K 44,857 +5,535 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$369K 40,324 -4,952 -11%
SIA
19
Schechter Investment Advisors
Michigan
$366K 40,000 -483 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$337K 36,817 -8,056 -18%
BRWM
21
B. Riley Wealth Management
Tennessee
$309K 33,782 – –
Bank of America
22
Bank of America
North Carolina
$308K 33,598 -1,285 -4%
RCM
23
RB Capital Management
Nevada
$298K 32,495 -3,187 -9%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$271K 29,550 +29,550 New
CAN
25
Cetera Advisor Networks
California
$236K 25,750 -4,538 -15%
1
2 3