Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
13 hedge funds and large institutions have $3.71M invested in Nuveen California Municipal Value Fund 2 in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
7% less funds holding
Funds holding: 14 → 13 (-1)
8% less capital invested
Capital invested by funds: $4.03M → $3.71M (-$320K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$225K |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$180K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$26K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$10.4K |
| 5 |
Citigroup
New York
|
+$4.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$562K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$201K |
| 3 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$100K |
| 4 |
Morgan Stanley
New York
|
-$80.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43K |
NCB Hedge Fund Activity: Q1 2016 in Review
13 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q1 2016, worth a combined $3.71M — down 7.9% from $4.03M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NCB and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.
The largest buyer was LPL Financial, adding an estimated $225K. The largest seller was Tortoise Investment Management, cutting an estimated $562K.
- 13 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q1 2016, down from 14 in Q4 2015.
- Funds reported $3.71M of Nuveen California Municipal Value Fund 2 stock for Q1 2016, down 7.9% quarter-over-quarter.
- 1 fund opened new Nuveen California Municipal Value Fund 2 positions in Q1 2016 and 2 closed out, a net change of -1 holder.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q1 2016 was LPL Financial, an estimated $225K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q1 2016 was Tortoise Investment Management, an estimated $562K sold.
Based on aggregated 13F filings for Q1 2016.