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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

61 hedge funds and large institutions have $63.7M invested in Nuveen California Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.12M
2
LSC
2
Logan Stone Capital
Illinois
$1.44M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.14M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.11M
5
AWS
5
Atria Wealth Solutions
New York
$533K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.24M
2
FWM
2
Fortress Wealth Management
California
$0
3
LPL Financial
3
LPL Financial
California
$1.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.7M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.7M 1,623,927 -31,477 -2%
UBS Group
2
UBS Group
Switzerland
$9.93M 1,174,928 +15,962 +1%
GC
3
Guggenheim Capital
Illinois
$5.24M 620,161 -131,807 -18%
AAM
4
Advisors Asset Management
Colorado
$4.9M 580,459 -4,643 -0.8%
Wells Fargo
5
Wells Fargo
California
$3.14M 372,020 -13,229 -3%
1CP
6
1607 Capital Partners
Virginia
$3.08M 364,971 +60,185 +20%
RCM
7
Rivernorth Capital Management
Florida
$2.12M 251,339 +251,339 New
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2M 236,331 -23,202 -9%
FFA
9
First Foundation Advisors
California
$1.99M 236,087 – –
LPL Financial
10
LPL Financial
California
$1.71M 202,034 -36,156 -15%
LSC
11
Logan Stone Capital
Illinois
$1.44M 170,598 +170,598 New
Bank of America
12
Bank of America
North Carolina
$1.38M 163,651 +42,216 +35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.17M 138,191 -17,991 -12%
RCG
14
Regatta Capital Group
California
$1.15M 136,682 – –
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$1.14M 134,526 +134,526 New
Raymond James Financial
16
Raymond James Financial
Florida
$1.11M 130,975 +130,975 New
MWM
17
Melfa Wealth Management
Massachusetts
$685K 81,101 -565 -0.7%
WAM
18
Wolverine Asset Management
Illinois
$681K 80,597 +25,744 +47%
AWS
19
Atria Wealth Solutions
New York
$533K 63,098 +63,098 New
RAM
20
Readystate Asset Management
Illinois
$477K 56,459 +56,459 New
SGWM
21
Sterling Group Wealth Management
California
$456K 53,993 – –
Nomura Holdings
22
Nomura Holdings
Japan
$342K 40,500 +40,500 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$309K 36,566 +1,802 +5%
TIM
24
Tortoise Investment Management
New York
$288K 34,063 -2,675 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$251K 29,688 +7,997 +37%
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