Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
14 hedge funds and large institutions have $4.16M invested in Nuveen California Municipal Value Fund 2 in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $3.23M → $4.16M (+$929K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$366K |
| 2 |
Morgan Stanley
New York
|
+$263K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$193K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$156K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$83 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$268K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$197K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.6K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$18K |
NCB Hedge Fund Activity: Q3 2019 in Review
14 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q3 2019, worth a combined $4.16M — up 29% from $3.23M a quarter earlier.
Fund positioning in NCB was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $366K. The largest seller was Wells Fargo, cutting an estimated $268K.
- 14 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $4.16M of Nuveen California Municipal Value Fund 2 stock for Q3 2019, up 29% quarter-over-quarter.
- 1 fund opened new Nuveen California Municipal Value Fund 2 positions in Q3 2019 and 1 closed out, a net change of 0 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $366K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q3 2019 was Wells Fargo, an estimated $268K sold.
Based on aggregated 13F filings for Q3 2019.