Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
14 hedge funds and large institutions have $4.03M invested in Nuveen California Municipal Value Fund 2 in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
10% more capital invested
Capital invested by funds: $3.67M → $4.03M (+$367K)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$457K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$197K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$169K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$37.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$351K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$210K |
| 3 |
Morgan Stanley
New York
|
-$116K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17K |
| 5 |
Citigroup
New York
|
-$8.73K |
NCB Hedge Fund Activity: Q4 2015 in Review
14 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q4 2015, worth a combined $4.03M — up 10% from $3.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NCB positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $457K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $351K sold.
- 14 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q4 2015, up from 11 in Q3 2015.
- Funds reported $4.03M of Nuveen California Municipal Value Fund 2 stock for Q4 2015, up 10% quarter-over-quarter.
- 4 funds opened new Nuveen California Municipal Value Fund 2 positions in Q4 2015 and 1 closed out, a net change of +3 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q4 2015 was LPL Financial, an estimated $457K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q4 2015 was Advisors Asset Management, an estimated $351K sold.
Based on aggregated 13F filings for Q4 2015.