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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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21 hedge funds and large institutions have $6.95M invested in Nuveen California Municipal Value Fund 2 in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

49% more capital invested

Capital invested by funds: $4.66M → $6.95M (+$2.28M)

24% more funds holding

Funds holding: 17 → 21 (+4)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$813K
2
RCM
Rivernorth Capital Management
Florida
+$743K
3
MC
Matisse Capital
Oregon
+$169K
4
Wells Fargo
Wells Fargo
California
+$150K
5
ACA
Ackerman Capital Advisors
Texas
+$145K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$21K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.33K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.48M +$70.4K +4,959 +5%
RCM
2
Rivernorth Capital Management
Florida
$987K +$743K +52,281 +324%
1CP
3
1607 Capital Partners
Virginia
$826K +$813K +57,267 New
WAM
4
Wolverine Asset Management
Illinois
$535K +$128K +9,030 +32%
LPL Financial
5
LPL Financial
California
$424K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$421K +$65.5K +4,608 +19%
C
7
Certuity
Florida
$361K – – –
BRWM
8
B. Riley Wealth Management
Tennessee
$337K – – –
EAM
9
Evanson Asset Management
California
$264K – – –
Wells Fargo
10
Wells Fargo
California
$212K +$150K +10,584 +259%
Bank of America
11
Bank of America
North Carolina
$211K -$21K -1,479 -9%
RJA
12
Raymond James & Associates
Florida
$208K – – –
TIM
13
Tortoise Investment Management
New York
$205K +$68.4K +4,815 +51%
MC
14
Matisse Capital
Oregon
$171K +$169K +11,876 New
ACA
15
Ackerman Capital Advisors
Texas
$147K +$145K +10,226 New
PA
16
Parallel Advisors
California
$49K – – –
UBS Group
17
UBS Group
Switzerland
$48K +$1.62K +114 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26K -$5.33K -375 -17%
Citigroup
19
Citigroup
New York
$22K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$14K – – –
CAN
21
Cetera Advisor Networks
California
$5K +$4.99K +351 New

NCB Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q2 2020, worth a combined $6.95M — up 49% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NCB positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $813K. The largest seller was Bank of America, cutting an estimated $21K.

  • 21 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q2 2020, up from 17 in Q1 2020.
  • Funds reported $6.95M of Nuveen California Municipal Value Fund 2 stock for Q2 2020, up 49% quarter-over-quarter.
  • 4 funds opened new Nuveen California Municipal Value Fund 2 positions in Q2 2020 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen California Municipal Value Fund 2 buyer in Q2 2020 was 1607 Capital Partners, an estimated $813K added.
  • The largest Nuveen California Municipal Value Fund 2 seller in Q2 2020 was Bank of America, an estimated $21K sold.

Based on aggregated 13F filings for Q2 2020.