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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

63 hedge funds and large institutions have $75.5M invested in Nuveen California Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.4M
2
GC
2
Guggenheim Capital
Illinois
$5.71M
3
LCM
3
Landscape Capital Management
New Jersey
$473K
4
VF
4
Virtu Financial
New York
$290K
5
RJA
5
Raymond James & Associates
Florida
$600K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.84M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.23K
3
UBS Group
3
UBS Group
Switzerland
$8.8M
4
Wells Fargo
4
Wells Fargo
California
$4.66M
5
1CP
5
1607 Capital Partners
Virginia
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.4M 2,611,856 +1,481,360 +131%
UBS Group
2
UBS Group
Switzerland
$8.8M 982,058 -43,371 -4%
GC
3
Guggenheim Capital
Illinois
$5.71M 637,638 +65,047 +11%
1CP
4
1607 Capital Partners
Virginia
$5.56M 620,973 -28,452 -4%
AAM
5
Advisors Asset Management
Colorado
$4.77M 532,830 -5,351 -1%
Wells Fargo
6
Wells Fargo
California
$4.66M 520,462 -32,052 -6%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.26M 364,072 +20,709 +6%
FFA
8
First Foundation Advisors
California
$1.87M 208,177 +845 +0.4%
RCM
9
Rivernorth Capital Management
Florida
$1.84M 205,914 -219,798 -52%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.64M 182,545 +1,946 +1%
Bank of America
11
Bank of America
North Carolina
$1.5M 167,954 +4,961 +3%
RCG
12
Regatta Capital Group
California
$1.22M 136,682 – –
LPL Financial
13
LPL Financial
California
$1.01M 112,264 +4,834 +4%
TIM
14
Tortoise Investment Management
New York
$943K 105,245 -18,346 -15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$919K 102,516 -16,866 -14%
MWM
16
Melfa Wealth Management
Massachusetts
$743K 82,869 -128 -0.2%
RJA
17
Raymond James & Associates
Florida
$600K 66,913 +27,500 +70%
SGWM
18
Sterling Group Wealth Management
California
$484K 53,993 – –
LCM
19
Landscape Capital Management
New Jersey
$473K 52,752 +52,752 New
Osaic Holdings
20
Osaic Holdings
Arizona
$448K 49,969 -2,759 -5%
FWM
21
Fortress Wealth Management
California
$446K 49,721 +14,135 +40%
SIA
22
Schechter Investment Advisors
Michigan
$344K 38,381 -600 -2%
VF
23
Virtu Financial
New York
$290K 32,391 +32,391 New
BRWA
24
B. Riley Wealth Advisors
Florida
$254K 28,395 – –
DADC
25
D.A. Davidson & Co
Montana
$247K 27,578 -10,338 -27%
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