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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

70 hedge funds and large institutions have $96.7M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EW
Evoke Wealth
California
+$1.84M
2
GC
Guggenheim Capital
Illinois
+$1.11M
3
NMC
Nine Masts Capital
Hong Kong
+$959K
4
Allianz Asset Management
Allianz Asset Management
Germany
+$852K
5
LPL Financial
LPL Financial
California
+$703K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.26M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$971K
4
Wells Fargo
Wells Fargo
California
-$806K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$193K +$193K +15,889 New
AWS
52
Atria Wealth Solutions
New York
$177K -$24.4K -2,000 -12%
CTA
53
Camelot Technology Advisors
California
$176K – – –
MA
54
Mutual Advisors
Nebraska
$170K – – –
Nomura Holdings
55
Nomura Holdings
Japan
$169K +$47.1K +3,878 +39%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$166K – – –
SQA
57
Simon Quick Advisors
New Jersey
$159K +$22.8K +1,874 +17%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$147K -$2.15K -177 -1%
CAN
59
Cetera Advisor Networks
California
$133K +$133K +10,938 New
KAS
60
Kestra Advisory Services
Texas
$125K -$380K -31,253 -75%
FCA
61
FLC Capital Advisors
California
$122K +$122K +10,000 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$57.1K +$57.1K +4,699 New
Comerica Bank
63
Comerica Bank
Texas
$36.5K -$38.3K -3,151 -51%
AF
64
Allworth Financial
California
$36.5K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$36.5K +$32.7K +2,689 +865%
UB
66
UMB Bank
Missouri
$22K -$5.95K -490 -21%
WIM
67
Westside Investment Management
California
$4.06K -$4.06K -334 -50%
WT
68
Whittier Trust
California
$2.43K – – –
Citigroup
69
Citigroup
New York
$36 – – –
FIA
70
FNY Investment Advisers
New York
$10 +$10 +900 New
Fisher Asset Management
71
Fisher Asset Management
Washington
– -$971K -84,184 Closed
WWM
72
Western Wealth Management
Colorado
– -$225K -19,458 Closed
STA
73
Summit Trail Advisors
New York
– -$123K -10,665 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$118K -10,194 Closed
EC
75
Elequin Capital
New York
– -$37.4K -3,238 Closed
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