Nuveen California Municipal Value Fund
NCA
62 hedge funds and large institutions have $64.9M invested in Nuveen California Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
2% more capital invested
Capital invested by funds: $63.8M → $64.9M (+$1.17M)
0.32% more ownership
Funds ownership: 21.5% → 21.82% (+0.32%)
2% less funds holding
Funds holding: 63 → 62 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.79M |
| 2 |
Bank of New York Mellon
New York
|
+$1.15M |
| 3 |
LPL Financial
San Diego,
California
|
+$842K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$757K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.79M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$765K |
| 4 |
SGWM
Sterling Group Wealth Management
Pasadena,
California
|
-$484K |
| 5 |
VF
Virtu Financial
New York
|
-$290K |
NCA Hedge Fund Activity: Q1 2024 in Review
62 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2024, worth a combined $64.9M — up 1.8% from $63.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NCA and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 18 added.
The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was 1607 Capital Partners, cutting an estimated $1.79M.
- 62 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2024, down from 63 in Q4 2023.
- Funds reported $64.9M of Nuveen California Municipal Value Fund stock for Q1 2024, up 1.8% quarter-over-quarter.
- 5 funds opened new Nuveen California Municipal Value Fund positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest Nuveen California Municipal Value Fund buyer in Q1 2024 was Morgan Stanley, an estimated $1.79M added.
- The largest Nuveen California Municipal Value Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2024.