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Nuveen California Municipal Value Fund

61 hedge funds and large institutions have $63.3M invested in Nuveen California Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
13
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.68M 985,231 +97,487 +11%
UBS Group
2
UBS Group
Switzerland
$6.49M 737,016 +131,616 +22%
GC
3
Guggenheim Capital
Illinois
$6.1M 692,538 +48,274 +7%
RCM
4
Rivernorth Capital Management
Florida
$5.94M 673,862 -142,623 -17%
1CP
5
1607 Capital Partners
Virginia
$5.74M 651,025 -24,293 -4%
Wells Fargo
6
Wells Fargo
California
$4.9M 555,934 -22,097 -4%
AAM
7
Advisors Asset Management
Colorado
$4.1M 465,023 +47,285 +11%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$3.09M 350,878
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.45M 277,629 +57,113 +26%
TIM
10
Tortoise Investment Management
New York
$1.76M 199,353 -18,018 -8%
Bank of America
11
Bank of America
North Carolina
$1.46M 165,488 +110,452 +201%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M 154,695 +14,914 +11%
FFA
13
First Foundation Advisors
California
$1.16M 132,076
RCG
14
Regatta Capital Group
California
$1.15M 136,682
SM
15
Sweeney & Michel
California
$1.07M 123,918 +123,918 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$984K 111,705 +24,327 +28%
LPL Financial
17
LPL Financial
California
$803K 91,114 -11,763 -11%
MWM
18
Melfa Wealth Management
Massachusetts
$741K 84,124 -1,613 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$508K 57,634 +16,399 +40%
SGWM
20
Sterling Group Wealth Management
California
$476K 53,993 -316,554 -85%
OPCM
21
Osborne Partners Capital Management
California
$423K 48,000
SIA
22
Schechter Investment Advisors
Michigan
$343K 38,981
FWM
23
Fortress Wealth Management
California
$308K 35,000 +35,000 New
DADC
24
D.A. Davidson & Co
Montana
$275K 31,142 -2,115 -6%
BRWA
25
B. Riley Wealth Advisors
Florida
$251K 28,395