NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

58 hedge funds and large institutions have $64.4M invested in Nuveen California Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
MWM
3
Mission Wealth Management
California
$219K
4
AAM
4
Advisors Asset Management
Colorado
$5.34M
5
Bank of America
5
Bank of America
North Carolina
$1.11M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$2.78M
2
Wells Fargo
2
Wells Fargo
California
$3.51M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.37M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
TIM
5
Tortoise Investment Management
New York
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.1M 1,655,404 +55,904 +3%
UBS Group
2
UBS Group
Switzerland
$10.6M 1,158,966 +114,637 +11%
GC
3
Guggenheim Capital
Illinois
$6.86M 751,968 +8,430 +1%
AAM
4
Advisors Asset Management
Colorado
$5.34M 585,102 +22,456 +4%
Wells Fargo
5
Wells Fargo
California
$3.51M 385,249 -58,025 -13%
1CP
6
1607 Capital Partners
Virginia
$2.78M 304,786 -103,141 -25%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.37M 259,533 -48,881 -16%
LPL Financial
8
LPL Financial
California
$2.17M 238,190 +17,586 +8%
FFA
9
First Foundation Advisors
California
$2.15M 236,087 – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.42M 156,182 -1,316 -0.8%
RCG
11
Regatta Capital Group
California
$1.25M 136,682 – –
Bank of America
12
Bank of America
North Carolina
$1.11M 121,435 +22,166 +22%
SM
13
Sweeney & Michel
California
$811K 88,456 +171 +0.2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$781K 85,593 -2,626 -3%
MWM
15
Melfa Wealth Management
Massachusetts
$745K 81,666 -1,177 -1%
RJA
16
Raymond James & Associates
Florida
$610K 66,879 -34 -0.1%
WAM
17
Wolverine Asset Management
Illinois
$500K 54,853 -6,107 -10%
SGWM
18
Sterling Group Wealth Management
California
$492K 53,993 – –
FWM
19
Fortress Wealth Management
California
$467K 51,160 +481 +0.9%
TIM
20
Tortoise Investment Management
New York
$335K 36,738 -28,472 -44%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$317K 34,764 +1,361 +4%
LCM
22
Landscape Capital Management
New Jersey
$247K 27,069 -23,706 -47%
MMA
23
Miracle Mile Advisors
California
$246K 27,000 +2,000 +8%
US Bancorp
24
US Bancorp
Minnesota
$236K 25,867 -152 -0.6%
SIA
25
Schechter Investment Advisors
Michigan
$228K 25,011 – –
1
2 3