NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

57 hedge funds and large institutions have $60M invested in Nuveen California Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.71M
2
FFA
2
First Foundation Advisors
California
$1.6M
3
AAM
3
Advisors Asset Management
Colorado
$4.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.68M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.55M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$884K
2
RCM
2
Rivernorth Capital Management
Florida
$4.47M
3
GC
3
Guggenheim Capital
Illinois
$5.16M
4
TIM
4
Tortoise Investment Management
New York
$1.43M
5
Wells Fargo
5
Wells Fargo
California
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.68M 1,015,387 +30,156 +3%
UBS Group
2
UBS Group
Switzerland
$7.71M 901,785 +164,769 +22%
1CP
3
1607 Capital Partners
Virginia
$5.55M 649,425 -1,600 -0.2%
GC
4
Guggenheim Capital
Illinois
$5.16M 603,202 -89,336 -13%
Wells Fargo
5
Wells Fargo
California
$4.54M 530,606 -25,328 -5%
RCM
6
Rivernorth Capital Management
Florida
$4.47M 522,705 -151,157 -22%
AAM
7
Advisors Asset Management
Colorado
$4.44M 519,225 +54,202 +12%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.55M 298,071 +20,442 +7%
FFA
9
First Foundation Advisors
California
$1.6M 186,850 +54,774 +41%
Bank of America
10
Bank of America
North Carolina
$1.5M 175,568 +10,080 +6%
TIM
11
Tortoise Investment Management
New York
$1.43M 167,826 -31,527 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.36M 158,801 +4,106 +3%
RCG
13
Regatta Capital Group
California
$1.17M 136,682 – –
SM
14
Sweeney & Michel
California
$1.02M 118,762 -5,156 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.01M 118,641 +6,936 +6%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$884K 103,404 -247,474 -71%
LPL Financial
17
LPL Financial
California
$876K 102,444 +11,330 +12%
MWM
18
Melfa Wealth Management
Massachusetts
$720K 84,249 +125 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$526K 61,525 +3,891 +7%
SGWM
20
Sterling Group Wealth Management
California
$462K 53,993 – –
OPCM
21
Osborne Partners Capital Management
California
$410K 48,000 – –
SIA
22
Schechter Investment Advisors
Michigan
$333K 38,981 – –
FWM
23
Fortress Wealth Management
California
$301K 35,231 +231 +0.7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$267K 31,242 +7 +0%
DADC
25
D.A. Davidson & Co
Montana
$264K 30,859 -283 -0.9%
1
2 3