Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
15 hedge funds and large institutions have $2.64M invested in Nuveen California Municipal Value Fund 2 in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
10% less capital invested
Capital invested by funds: $2.94M → $2.64M (-$304K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$304K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$36.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$35.4K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$32K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$37 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$202K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$192K |
| 3 |
Morgan Stanley
New York
|
-$163K |
| 4 |
LPL Financial
San Diego,
California
|
-$138K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$76.5K |
NCB Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $2.64M — down 10% from $2.94M a quarter earlier.
Fund positioning in NCB was balanced in Q3 2016: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $304K. The largest seller was First Foundation Advisors, exiting entirely with an estimated $202K sold.
- 15 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $2.64M of Nuveen California Municipal Value Fund 2 stock for Q3 2016, down 10% quarter-over-quarter.
- 2 funds opened new Nuveen California Municipal Value Fund 2 positions in Q3 2016 and 2 closed out, a net change of 0 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q3 2016 was Cetera Advisor Networks, an estimated $304K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q3 2016 was First Foundation Advisors, an estimated $202K sold.
Based on aggregated 13F filings for Q3 2016.