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

69 hedge funds and large institutions have $81.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$19.7M
2
LCM
Leisure Capital Management
California
$2.1M
3
GC
Guggenheim Capital
Illinois
$7.7M
4
LSC
Logan Stone Capital
Illinois
$630K
5
Walleye Capital
Walleye Capital
New York
$436K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$6.61M
2
UBS Group
UBS Group
Switzerland
$6.06M
3
RPCA
Running Point Capital Advisors
California
$0
4
LC
Lindbrook Capital
California
$0
5
VCM
Vivaldi Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.7M +$1.04M +89,469 +6%
GC
2
Guggenheim Capital
Illinois
$7.7M +$1,000K +85,906 +15%
Wells Fargo
3
Wells Fargo
California
$6.61M -$1.23M -105,334 -16%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.57M +$201K +17,251 +3%
UBS Group
5
UBS Group
Switzerland
$6.06M -$939K -80,675 -13%
AAM
6
Advisors Asset Management
Colorado
$4.08M +$381K +32,731 +10%
RCG
7
Regatta Capital Group
California
$2.66M – – –
Mariner
8
Mariner
Kansas
$2.39M -$26.2K -2,250 -1%
BZWA
9
Blue Zone Wealth Advisors
California
$2.16M +$28.2K +2,426 +1%
LCM
10
Leisure Capital Management
California
$2.1M +$1.01M +86,895 +93%
EW
11
Evoke Wealth
California
$2.01M +$16.3K +1,396 +0.8%
M
12
MYeCFO
California
$1.02M -$108K -9,300 -10%
WS
13
Wedbush Securities
California
$954K +$12.3K +1,055 +1%
Ameriprise
14
Ameriprise
Minnesota
$923K +$155K +13,279 +20%
LPL Financial
15
LPL Financial
California
$846K +$11K +942 +1%
MA
16
MKT Advisors
California
$844K -$23.3K -2,000 -3%
SCA
17
Snowden Capital Advisors
New York
$780K -$18.4K -1,581 -2%
AA
18
Apriem Advisors
California
$750K +$15.1K +1,300 +2%
RJA
19
Raymond James & Associates
Florida
$689K +$64.7K +5,558 +10%
CC
20
Claybrook Capital
Massachusetts
$685K – – –
PWSG
21
Pacific Wealth Strategies Group
California
$683K +$4.47K +384 +0.7%
LSC
22
Logan Stone Capital
Illinois
$630K +$630K +54,100 New
DI
23
Diligent Investors
California
$624K +$58.6K +5,037 +10%
AA
24
AQR Arbitrage
Connecticut
$614K +$155K +13,327 +34%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$589K -$44.7K -3,846 -7%
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