NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

55 hedge funds and large institutions have $58.6M invested in Nuveen California Municipal Value Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
20
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.28M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.82M
4
Wells Fargo
4
Wells Fargo
California
$4.54M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.5M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$384K
3
TIM
3
Tortoise Investment Management
New York
$1.01M
4
GC
4
Guggenheim Capital
Illinois
$4.7M
5
OPCM
5
Osborne Partners Capital Management
California
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.28M 1,130,496 +115,109 +11%
UBS Group
2
UBS Group
Switzerland
$8.42M 1,025,429 +123,644 +14%
1CP
3
1607 Capital Partners
Virginia
$5.33M 649,425 – –
GC
4
Guggenheim Capital
Illinois
$4.7M 572,591 -30,611 -5%
Wells Fargo
5
Wells Fargo
California
$4.54M 552,514 +21,908 +4%
AAM
6
Advisors Asset Management
Colorado
$4.42M 538,181 +18,956 +4%
RCM
7
Rivernorth Capital Management
Florida
$3.5M 425,712 -96,993 -19%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.82M 343,363 +45,292 +15%
FFA
9
First Foundation Advisors
California
$1.7M 207,332 +20,482 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.48M 180,599 +21,798 +14%
Bank of America
11
Bank of America
North Carolina
$1.34M 162,993 -12,575 -7%
RCG
12
Regatta Capital Group
California
$1.12M 136,682 – –
TIM
13
Tortoise Investment Management
New York
$1.01M 123,591 -44,235 -26%
SM
14
Sweeney & Michel
California
$1M 120,325 +1,563 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$980K 119,382 +741 +0.6%
LPL Financial
16
LPL Financial
California
$882K 107,430 +4,986 +5%
MWM
17
Melfa Wealth Management
Massachusetts
$681K 82,997 -1,252 -1%
SGWM
18
Sterling Group Wealth Management
California
$443K 53,993 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$433K 52,728 -8,797 -14%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$384K 46,818 -56,586 -55%
RJA
21
Raymond James & Associates
Florida
$324K 39,413 +20,500 +108%
SIA
22
Schechter Investment Advisors
Michigan
$320K 38,981 – –
DADC
23
D.A. Davidson & Co
Montana
$311K 37,916 +7,057 +23%
FWM
24
Fortress Wealth Management
California
$292K 35,586 +355 +1%
OPCM
25
Osborne Partners Capital Management
California
$263K 32,000 -16,000 -33%
1
2 3