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NCB

Nuveen California Municipal Value Fund 2
NCB

Delisted

NCB was delisted on the 5th of March, 2021.

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11 hedge funds and large institutions have $2.69M invested in Nuveen California Municipal Value Fund 2 in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

22% more funds holding

Funds holding: 9 → 11 (+2)

17% more capital invested

Capital invested by funds: $2.3M → $2.69M (+$395K)

Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$163K
2
SWP
Stratos Wealth Partners
Ohio
+$160K
3
LPL Financial
LPL Financial
California
+$151K
4
Bank of America
Bank of America
North Carolina
+$53.7K
5
JIR
James Investment Research
Ohio
+$15.6K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$60.2K
2
Wells Fargo
Wells Fargo
California
-$1.93K

NCB Hedge Fund Activity: Q4 2017 in Review

11 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q4 2017, worth a combined $2.69M — up 17% from $2.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NCB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $163K. The largest seller was UBS Group, cutting an estimated $60.2K.

  • 11 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q4 2017, up from 9 in Q3 2017.
  • Funds reported $2.69M of Nuveen California Municipal Value Fund 2 stock for Q4 2017, up 17% quarter-over-quarter.
  • 2 funds opened new Nuveen California Municipal Value Fund 2 positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest Nuveen California Municipal Value Fund 2 buyer in Q4 2017 was Morgan Stanley, an estimated $163K added.
  • The largest Nuveen California Municipal Value Fund 2 seller in Q4 2017 was UBS Group, an estimated $60.2K sold.

Based on aggregated 13F filings for Q4 2017.