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

67 hedge funds and large institutions have $111M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$46.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$5.99M
3
GC
Guggenheim Capital
Illinois
$10.2M
4
LCM
Landscape Capital Management
New Jersey
$1.07M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$389K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.54M
2
EW
Evoke Wealth
California
$0
3
Wells Fargo
Wells Fargo
California
$4.07M
4
LSC
Logan Stone Capital
Illinois
$1.82M
5
LCM
Leisure Capital Management
California
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.3M +$24.5M +2,124,238 +113%
GC
2
Guggenheim Capital
Illinois
$10.2M +$817K +70,813 +9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$6.27M +$124K +10,761 +2%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$5.99M +$5.99M +519,035 New
AAM
5
Advisors Asset Management
Colorado
$4.45M +$277K +23,984 +7%
Wells Fargo
6
Wells Fargo
California
$4.07M -$1.68M -145,721 -29%
AA
7
AQR Arbitrage
Connecticut
$3.52M +$171K +14,852 +5%
RCG
8
Regatta Capital Group
California
$2.49M -$39.4K -3,414 -2%
BZWA
9
Blue Zone Wealth Advisors
California
$2.25M -$48.9K -4,238 -2%
Mariner
10
Mariner
Kansas
$1.97M +$59.9K +5,189 +3%
LSC
11
Logan Stone Capital
Illinois
$1.82M -$1.11M -95,867 -38%
UBS Group
12
UBS Group
Switzerland
$1.54M -$2.49M -215,978 -62%
LCM
13
Leisure Capital Management
California
$1.44M -$854K -74,045 -37%
NWM
14
Napa Wealth Management
California
$1.14M +$1.14M +99,012 New
LCM
15
Landscape Capital Management
New Jersey
$1.07M +$799K +69,200 +298%
Fisher Asset Management
16
Fisher Asset Management
Washington
$971K – – –
WS
17
Wedbush Securities
California
$970K +$19.4K +1,682 +2%
M
18
MYeCFO
California
$924K -$95.8K -8,300 -9%
RJA
19
Raymond James & Associates
Florida
$906K -$133K -11,530 -13%
LPL Financial
20
LPL Financial
California
$902K +$65K +5,634 +8%
MA
21
MKT Advisors
California
$818K -$19.5K -1,688 -2%
RC
22
Rareview Capital
Nevada
$748K +$748K +64,841 New
Ameriprise
23
Ameriprise
Minnesota
$666K -$469K -40,631 -41%
DI
24
Diligent Investors
California
$633K +$889 +77 +0.1%
AA
25
Apriem Advisors
California
$594K -$125K -10,825 -17%
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