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Nuveen California Municipal Value Fund

58 hedge funds and large institutions have $79M invested in Nuveen California Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $71.3M → $79M (+$7.68M)

9% more funds holding

Funds holding: 5358 (+5)

1.39% more ownership

Funds ownership: 24.06%25.45% (+1.4%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.5M +$2.64M +281,718 +16%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M -$121K -12,887 -0.8%
AAM
3
Advisors Asset Management
Colorado
$9.21M -$831K -88,769 -8%
GC
4
Guggenheim Capital
Illinois
$6.54M +$76.8K +8,199 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.97M +$498K +53,204 +14%
LPL Financial
6
LPL Financial
California
$2.69M +$19.7K +2,105 +0.7%
Wells Fargo
7
Wells Fargo
California
$2.55M -$165K -17,627 -6%
RCG
8
Regatta Capital Group
California
$1.72M +$432K +46,195 +34%
Bank of America
9
Bank of America
North Carolina
$1.54M +$546K +58,338 +55%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$1.41M +$603K +64,373 +75%
Raymond James Financial
11
Raymond James Financial
Florida
$1.27M -$5.02K -536 -0.4%
FFA
12
First Foundation Advisors
California
$1.15M +$9.51K +1,016 +0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M -$183K -19,549 -15%
MWM
14
Melfa Wealth Management
Massachusetts
$761K
SWP
15
Stratos Wealth Partners
Ohio
$740K +$155K +16,512 +26%
SM
16
Sweeney & Michel
California
$650K +$805 +86 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$626K +$159K +16,955 +34%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$572K -$38.9K -4,151 -6%
DWM
19
Ducere Wealth Management
California
$571K
SGWM
20
Sterling Group Wealth Management
California
$506K
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$504K +$503K +53,763 New
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$494K +$301K +32,154 +157%
WS
23
Wedbush Securities
California
$487K +$151K +16,140 +45%
MA
24
Mutual Advisors
Nebraska
$453K +$81.7K +8,731 +22%
AFA
25
Arlington Financial Advisors
California
$375K