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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

60 hedge funds and large institutions have $49.9M invested in Nuveen California Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$5.21M
2
AAM
2
Advisors Asset Management
Colorado
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$3M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.43M
5
Wells Fargo
5
Wells Fargo
California
$4.28M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.17M
2
RCM
2
Rivernorth Capital Management
Florida
$5.2M
3
CCM
3
Covington Capital Management
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$686K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.43M 850,650 +106,506 +14%
1CP
2
1607 Capital Partners
Virginia
$5.21M 597,113 +258,918 +77%
RCM
3
Rivernorth Capital Management
Florida
$5.2M 595,640 -17,094 -3%
GC
4
Guggenheim Capital
Illinois
$4.78M 547,899 -3,881 -0.7%
Wells Fargo
5
Wells Fargo
California
$4.28M 490,418 +63,251 +15%
UBS Group
6
UBS Group
Switzerland
$3.17M 363,014 -50,813 -12%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$3M 343,078 +109,833 +47%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$2.4M 275,161 +33,541 +14%
AAM
9
Advisors Asset Management
Colorado
$2.25M 258,217 +175,074 +211%
TIM
10
Tortoise Investment Management
New York
$2.01M 230,386 +9,455 +4%
LPL Financial
11
LPL Financial
California
$975K 111,655 +1,930 +2%
FFA
12
First Foundation Advisors
California
$748K 85,698 +7,696 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$737K 84,478 +44,154 +109%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$686K 78,591 -8,767 -10%
MA
15
Mutual Advisors
Nebraska
$539K 61,759 +16,902 +38%
OPCM
16
Osborne Partners Capital Management
California
$451K 51,700 -2,000 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$408K 46,736 +9,919 +27%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$356K 40,796 -6,067 -13%
SIA
19
Schechter Investment Advisors
Michigan
$349K 40,000 – –
AA
20
AQR Arbitrage
Connecticut
$332K 37,974 +21,565 +131%
RCM
21
RB Capital Management
Nevada
$286K 32,703 +208 +0.6%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$277K 31,696 +2,146 +7%
DADC
23
D.A. Davidson & Co
Montana
$274K 31,386 +15,171 +94%
Bank of America
24
Bank of America
North Carolina
$252K 28,832 -4,766 -14%
MIAN
25
Mariner Independent Advisor Network
Kansas
$243K 26,932 +26,932 New
1
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