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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

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, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.16M
2
LPL Financial
2
LPL Financial
California
$1.86M
3
SM
3
Sweeney & Michel
California
$815K
4
UBS Group
4
UBS Group
Switzerland
$9.61M
5
AAM
5
Advisors Asset Management
Colorado
$5.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
1CP
2
1607 Capital Partners
Virginia
$3.77M
3
RCM
3
Rivernorth Capital Management
Florida
$623K
4
Wells Fargo
4
Wells Fargo
California
$3.91M
5
SGWM
5
Sterling Group Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M 1,507,007 -1,104,849 -42%
UBS Group
2
UBS Group
Switzerland
$9.61M 1,067,301 +85,243 +9%
GC
3
Guggenheim Capital
Illinois
$6.05M 672,371 +34,733 +5%
AAM
4
Advisors Asset Management
Colorado
$5.36M 595,091 +62,261 +12%
Wells Fargo
5
Wells Fargo
California
$3.91M 434,301 -86,161 -17%
1CP
6
1607 Capital Partners
Virginia
$3.77M 419,227 -201,746 -32%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.19M 354,742 -9,330 -3%
FFA
8
First Foundation Advisors
California
$1.87M 208,177 – –
LPL Financial
9
LPL Financial
California
$1.86M 207,002 +94,738 +84%
Bank of America
10
Bank of America
North Carolina
$1.54M 171,157 +3,203 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.51M 167,180 -15,365 -8%
RCG
12
Regatta Capital Group
California
$1.23M 136,682 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.16M 129,209 +129,209 New
SM
14
Sweeney & Michel
California
$815K 94,146 +94,146 New
TIM
15
Tortoise Investment Management
New York
$772K 85,796 -19,449 -18%
MWM
16
Melfa Wealth Management
Massachusetts
$745K 82,805 -64 -0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$744K 82,638 -19,878 -19%
RCM
18
Rivernorth Capital Management
Florida
$623K 69,252 -136,662 -66%
RJA
19
Raymond James & Associates
Florida
$602K 66,913 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$463K 51,466 +1,497 +3%
FWM
21
Fortress Wealth Management
California
$452K 50,193 +472 +0.9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$368K 40,859 +21,470 +111%
SIA
23
Schechter Investment Advisors
Michigan
$315K 35,021 -3,360 -9%
LCM
24
Landscape Capital Management
New Jersey
$265K 29,498 -23,254 -44%
US Bancorp
25
US Bancorp
Minnesota
$234K 26,019 -348 -1%
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