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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

62 hedge funds and large institutions have $61.5M invested in Nuveen California Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGWM
1
Sterling Group Wealth Management
California
$3.13M
2
RCM
2
Rivernorth Capital Management
Florida
$6.9M
3
UBS Group
3
UBS Group
Switzerland
$5.12M
4
WP
4
Woodline Partners
California
$1.17M
5
RCG
5
Regatta Capital Group
California
$1.15M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$7.5M
3
MA
3
Mutual Advisors
Nebraska
$163K
4
OIA
4
OneDigital Investment Advisors
Kansas
$0
5
LPL Financial
5
LPL Financial
California
$869K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.5M 887,744 -92,843 -9%
RCM
2
Rivernorth Capital Management
Florida
$6.9M 816,485 +251,259 +44%
1CP
3
1607 Capital Partners
Virginia
$5.71M 675,318 +77,605 +13%
GC
4
Guggenheim Capital
Illinois
$5.44M 644,264 +76,655 +14%
UBS Group
5
UBS Group
Switzerland
$5.12M 605,400 +226,959 +60%
Wells Fargo
6
Wells Fargo
California
$4.88M 578,031 +114,993 +25%
AAM
7
Advisors Asset Management
Colorado
$3.53M 417,738 +98,284 +31%
SGWM
8
Sterling Group Wealth Management
California
$3.13M 370,547 +370,547 New
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.96M 350,878 – –
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.86M 220,516 +122,205 +124%
TIM
11
Tortoise Investment Management
New York
$1.84M 217,371 -9,015 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.18M 139,781 +71,269 +104%
WP
13
Woodline Partners
California
$1.17M 138,082 +138,082 New
RCG
14
Regatta Capital Group
California
$1.15M 136,682 +136,682 New
FFA
15
First Foundation Advisors
California
$1.12M 132,076 +43,378 +49%
LPL Financial
16
LPL Financial
California
$869K 102,877 -24,306 -19%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$738K 87,378 +10,332 +13%
MWM
18
Melfa Wealth Management
Massachusetts
$724K 85,737 +85,737 New
Bank of America
19
Bank of America
North Carolina
$465K 55,036 +38,815 +239%
OPCM
20
Osborne Partners Capital Management
California
$406K 48,000 -2,000 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$348K 41,235 +116 +0.3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$330K 39,099 -3,772 -9%
SIA
23
Schechter Investment Advisors
Michigan
$329K 38,981 -1,019 -3%
DADC
24
D.A. Davidson & Co
Montana
$281K 33,257 +121 +0.4%
AA
25
AQR Arbitrage
Connecticut
$279K 33,072 -554 -2%
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