Nuveen California Municipal Value Fund
NCA
54 hedge funds and large institutions have $48.8M invested in Nuveen California Municipal Value Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
0.49% more ownership
Funds ownership: 17.41% → 17.9% (+0.49%)
2% less capital invested
Capital invested by funds: $49.9M → $48.8M (-$1.14M)
10% less funds holding
Funds holding: 60 → 54 (-6)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.15M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$591K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$544K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$253K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$270K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$243K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$193K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$167K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$142K |
NCA Hedge Fund Activity: Q3 2022 in Review
54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q3 2022, worth a combined $48.8M — down 2.3% from $49.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NCA and 1 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $1.15M. The largest seller was Rivernorth Capital Management, cutting an estimated $270K.
- 54 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q3 2022, down from 60 in Q2 2022.
- Funds reported $48.8M of Nuveen California Municipal Value Fund stock for Q3 2022, down 2.3% quarter-over-quarter.
- 1 fund opened new Nuveen California Municipal Value Fund positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q3 2022 was Morgan Stanley, an estimated $1.15M added.
- The largest Nuveen California Municipal Value Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $270K sold.
Based on aggregated 13F filings for Q3 2022.