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Nuveen California AMT-Free Quality Municipal Income Fund

61 hedge funds and large institutions have $76.3M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$1.42M +138,688 +8%
GC
2
Guggenheim Capital
Illinois
$8.34M +$741K +72,184 +10%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.47M -$34.2K -3,337 -0.6%
Wells Fargo
4
Wells Fargo
California
$5.12M -$545K -53,104 -10%
AAM
5
Advisors Asset Management
Colorado
$3.71M +$176K +17,160 +5%
UBS Group
6
UBS Group
Switzerland
$3.59M -$1.36M -132,673 -28%
AA
7
AQR Arbitrage
Connecticut
$2.98M +$1.52M +147,882 +104%
LSC
8
Logan Stone Capital
Illinois
$2.6M +$713K +69,456 +38%
RCG
9
Regatta Capital Group
California
$2.25M
BZWA
10
Blue Zone Wealth Advisors
California
$2.04M +$39.3K +3,831 +2%
LCM
11
Leisure Capital Management
California
$2.04M -$46.6K -4,542 -2%
EW
12
Evoke Wealth
California
$1.74M -$80.5K -7,819 -4%
Mariner
13
Mariner
Kansas
$1.7M -$220K -21,413 -11%
Ameriprise
14
Ameriprise
Minnesota
$1.01M +$263K +25,634 +35%
RJA
15
Raymond James & Associates
Florida
$924K +$307K +29,876 +50%
M
16
MYeCFO
California
$907K -$30.8K -3,000 -3%
Fisher Asset Management
17
Fisher Asset Management
Washington
$864K +$864K +84,184 New
WS
18
Wedbush Securities
California
$845K -$2.29K -223 -0.3%
LPL Financial
19
LPL Financial
California
$745K +$74K +7,210 +11%
MA
20
MKT Advisors
California
$730K
AA
21
Apriem Advisors
California
$639K -$27.7K -2,700 -4%
CC
22
Claybrook Capital
Massachusetts
$603K
DI
23
Diligent Investors
California
$562K +$5.79K +564 +1%
WAM
24
Wolverine Asset Management
Illinois
$475K -$90.2K -8,787 -16%
PWSG
25
Pacific Wealth Strategies Group
California
$434K -$168K -16,395 -28%