Nuveen California Municipal Value Fund
NCA
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.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0.28% less ownership
Funds ownership: 21.82% → 21.54% (-0.28%)
5% less capital invested
Capital invested by funds: $64.9M → $61.8M (-$3.11M)
2% less funds holding
Funds holding: 62 → 61 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$805K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$620K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$531K |
| 4 |
SGWM
Sterling Group Wealth Management
Pasadena,
California
|
+$470K |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$626K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$403K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$301K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$283K |
NCA Hedge Fund Activity: Q2 2024 in Review
61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q2 2024, worth a combined $61.8M — down 4.8% from $64.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NCA positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $805K. The largest seller was Bank of New York Mellon, cutting an estimated $1.04M.
- 61 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q2 2024, down from 62 in Q1 2024.
- Funds reported $61.8M of Nuveen California Municipal Value Fund stock for Q2 2024, down 4.8% quarter-over-quarter.
- 8 funds opened new Nuveen California Municipal Value Fund positions in Q2 2024 and 7 closed out, a net change of +1 holder.
- The largest Nuveen California Municipal Value Fund buyer in Q2 2024 was Morgan Stanley, an estimated $805K added.
- The largest Nuveen California Municipal Value Fund seller in Q2 2024 was Bank of New York Mellon, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2024.