Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
17 hedge funds and large institutions have $4.66M invested in Nuveen California Municipal Value Fund 2 in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
13% more funds holding
Funds holding: 15 → 17 (+2)
7% less capital invested
Capital invested by funds: $5M → $4.66M (-$331K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$301K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$248K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$144K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$52.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$247K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$44K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$43.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.3K |
| 5 |
Morgan Stanley
New York
|
-$8.41K |
NCB Hedge Fund Activity: Q1 2020 in Review
17 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q1 2020, worth a combined $4.66M — down 6.6% from $5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NCB positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $301K. The largest seller was Susquehanna International Group, cutting an estimated $247K.
- 17 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q1 2020, up from 15 in Q4 2019.
- Funds reported $4.66M of Nuveen California Municipal Value Fund 2 stock for Q1 2020, down 6.6% quarter-over-quarter.
- 4 funds opened new Nuveen California Municipal Value Fund 2 positions in Q1 2020 and 1 closed out, a net change of +3 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q1 2020 was Wolverine Asset Management, an estimated $301K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q1 2020 was Susquehanna International Group, an estimated $247K sold.
Based on aggregated 13F filings for Q1 2020.