Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
15 hedge funds and large institutions have $5M invested in Nuveen California Municipal Value Fund 2 in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
20% more capital invested
Capital invested by funds: $4.16M → $5M (+$834K)
7% more funds holding
Funds holding: 14 → 15 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$328K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$221K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$137K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$44.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$65.1K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$32.3K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.9K |
| 4 |
FIA
FNY Investment Advisers
New York
|
-$1K |
NCB Hedge Fund Activity: Q4 2019 in Review
15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q4 2019, worth a combined $5M — up 20% from $4.16M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NCB positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $328K. The largest seller was Bank of America, cutting an estimated $65.1K.
- 15 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q4 2019, up from 14 in Q3 2019.
- Funds reported $5M of Nuveen California Municipal Value Fund 2 stock for Q4 2019, up 20% quarter-over-quarter.
- 2 funds opened new Nuveen California Municipal Value Fund 2 positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q4 2019 was Morgan Stanley, an estimated $328K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q4 2019 was Bank of America, an estimated $65.1K sold.
Based on aggregated 13F filings for Q4 2019.