NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

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.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.1M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$812K
3
AAM
3
Advisors Asset Management
Colorado
$2.64M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$236K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$416K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.67M
2
Wells Fargo
2
Wells Fargo
California
$3.82M
3
Comerica Bank
3
Comerica Bank
Texas
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$566K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.1M 980,587 +129,937 +15%
1CP
2
1607 Capital Partners
Virginia
$4.93M 597,713 +600 +0.1%
GC
3
Guggenheim Capital
Illinois
$4.69M 567,609 +19,710 +4%
RCM
4
Rivernorth Capital Management
Florida
$4.67M 565,226 -30,414 -5%
Wells Fargo
5
Wells Fargo
California
$3.82M 463,038 -27,380 -6%
UBS Group
6
UBS Group
Switzerland
$3.12M 378,441 +15,427 +4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$2.9M 350,878 +7,800 +2%
AAM
8
Advisors Asset Management
Colorado
$2.64M 319,454 +61,237 +24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.24M 273,211 -1,950 -0.7%
TIM
10
Tortoise Investment Management
New York
$1.87M 226,386 -4,000 -2%
LPL Financial
11
LPL Financial
California
$1.05M 127,183 +15,528 +14%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$812K 98,311 +66,615 +210%
FFA
13
First Foundation Advisors
California
$732K 88,698 +3,000 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$636K 77,046 -1,545 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$566K 68,512 -15,966 -19%
MA
16
Mutual Advisors
Nebraska
$523K 63,415 +1,656 +3%
MIAN
17
Mariner Independent Advisor Network
Kansas
$416K 50,414 +23,482 +87%
OPCM
18
Osborne Partners Capital Management
California
$413K 50,000 -1,700 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$353K 42,871 +2,075 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$339K 41,119 -5,617 -12%
SIA
21
Schechter Investment Advisors
Michigan
$330K 40,000 – –
AA
22
AQR Arbitrage
Connecticut
$278K 33,626 -4,348 -11%
DADC
23
D.A. Davidson & Co
Montana
$276K 33,136 +1,750 +6%
RCM
24
RB Capital Management
Nevada
$263K 31,883 -820 -3%
BRWA
25
B. Riley Wealth Advisors
Florida
$236K 28,487 +28,487 New
1
2 3