Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
15 hedge funds and large institutions have $2.94M invested in Nuveen California Municipal Value Fund 2 in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
21% less capital invested
Capital invested by funds: $3.71M → $2.94M (-$769K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$194K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$191K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$10.6K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$6.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$575K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$291K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$233K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.9K |
| 5 |
Citigroup
New York
|
-$4.89K |
NCB Hedge Fund Activity: Q2 2016 in Review
15 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q2 2016, worth a combined $2.94M — down 21% from $3.71M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NCB positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $194K. The largest seller was LPL Financial, cutting an estimated $575K.
- 15 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q2 2016, up from 13 in Q1 2016.
- Funds reported $2.94M of Nuveen California Municipal Value Fund 2 stock for Q2 2016, down 21% quarter-over-quarter.
- 2 funds opened new Nuveen California Municipal Value Fund 2 positions in Q2 2016 and 0 closed out, a net change of +2 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q2 2016 was Morgan Stanley, an estimated $194K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q2 2016 was LPL Financial, an estimated $575K sold.
Based on aggregated 13F filings for Q2 2016.