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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $61.8M invested in Nuveen California Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
GC
2
Guggenheim Capital
Illinois
$6.45M
3
WAM
3
Wolverine Asset Management
Illinois
$529K
4
SGWM
4
Sterling Group Wealth Management
California
$468K
5
FFA
5
First Foundation Advisors
California
$2.05M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$89K
2
Bank of America
2
Bank of America
North Carolina
$861K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.67M
4
RCM
4
Rivernorth Capital Management
Florida
$301K
5
AAM
5
Advisors Asset Management
Colorado
$4.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.9M 1,599,500 +92,493 +6%
UBS Group
2
UBS Group
Switzerland
$9.05M 1,044,329 -22,972 -2%
GC
3
Guggenheim Capital
Illinois
$6.45M 743,538 +71,167 +11%
AAM
4
Advisors Asset Management
Colorado
$4.88M 562,646 -32,445 -5%
Wells Fargo
5
Wells Fargo
California
$3.84M 443,274 +8,973 +2%
1CP
6
1607 Capital Partners
Virginia
$3.54M 407,927 -11,300 -3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.67M 308,414 -46,328 -13%
FFA
8
First Foundation Advisors
California
$2.05M 236,087 +27,910 +13%
LPL Financial
9
LPL Financial
California
$1.91M 220,604 +13,602 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.37M 157,498 -9,682 -6%
RCG
11
Regatta Capital Group
California
$1.19M 136,682 – –
Bank of America
12
Bank of America
North Carolina
$861K 99,269 -71,888 -42%
SM
13
Sweeney & Michel
California
$770K 88,285 -5,861 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$765K 88,219 +5,581 +7%
MWM
15
Melfa Wealth Management
Massachusetts
$718K 82,843 +38 +0%
RJA
16
Raymond James & Associates
Florida
$580K 66,913 – –
TIM
17
Tortoise Investment Management
New York
$565K 65,210 -20,586 -24%
WAM
18
Wolverine Asset Management
Illinois
$529K 60,960 +60,960 New
SGWM
19
Sterling Group Wealth Management
California
$468K 53,993 +53,993 New
LCM
20
Landscape Capital Management
New Jersey
$440K 50,775 +21,277 +72%
FWM
21
Fortress Wealth Management
California
$439K 50,679 +486 +1%
RCM
22
Rivernorth Capital Management
Florida
$301K 34,735 -34,517 -50%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$290K 33,403 -7,456 -18%
US Bancorp
24
US Bancorp
Minnesota
$226K 26,019 – –
SIA
25
Schechter Investment Advisors
Michigan
$217K 25,011 -10,010 -29%
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