Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
22 hedge funds and large institutions have $8.34M invested in Nuveen California Municipal Value Fund 2 in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
6% more capital invested
Capital invested by funds: $7.9M → $8.34M (+$443K)
5% more funds holding
Funds holding: 21 → 22 (+1)
1.1% more ownership
Funds ownership: 15.31% → 16.4% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$486K |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$108K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$92.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$89.8K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$63.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$176K |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$96.1K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$52.2K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$38.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$22.2K |
NCB Hedge Fund Activity: Q4 2020 in Review
22 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q4 2020, worth a combined $8.34M — up 5.6% from $7.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NCB positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $486K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $176K sold.
- 22 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q4 2020, up from 21 in Q3 2020.
- Funds reported $8.34M of Nuveen California Municipal Value Fund 2 stock for Q4 2020, up 5.6% quarter-over-quarter.
- 2 funds opened new Nuveen California Municipal Value Fund 2 positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q4 2020 was Morgan Stanley, an estimated $486K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q4 2020 was Susquehanna International Group, an estimated $176K sold.
Based on aggregated 13F filings for Q4 2020.