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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 %
Morgan Stanley
1
Morgan Stanley
New York
$25.4M -$23.3M -1,915,960 -48%
GC
2
Guggenheim Capital
Illinois
$11.8M +$1.11M +91,152 +10%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$6.05M -$555K -45,664 -8%
AAM
4
Advisors Asset Management
Colorado
$5.26M +$569K +46,832 +12%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$5.04M -$1.26M -103,838 -20%
AA
6
AQR Arbitrage
Connecticut
$3.59M -$119K -9,809 -3%
Wells Fargo
7
Wells Fargo
California
$3.48M -$806K -66,301 -19%
RCG
8
Regatta Capital Group
California
$2.62M – – –
BZWA
9
Blue Zone Wealth Advisors
California
$2.35M -$18.5K -1,524 -0.8%
LCM
10
Leisure Capital Management
California
$2.1M +$589K +48,451 +39%
Mariner
11
Mariner
Kansas
$1.86M -$211K -17,375 -10%
EW
12
Evoke Wealth
California
$1.84M +$1.84M +151,104 New
UBS Group
13
UBS Group
Switzerland
$1.74M +$115K +9,439 +7%
LPL Financial
14
LPL Financial
California
$1.65M +$703K +57,880 +74%
LSC
15
Logan Stone Capital
Illinois
$1.38M -$543K -44,694 -28%
Ameriprise
16
Ameriprise
Minnesota
$1.27M +$568K +46,741 +81%
NWM
17
Napa Wealth Management
California
$1.2M -$425 -35 -0%
WS
18
Wedbush Securities
California
$1.01M -$10.7K -883 -1%
LCM
19
Landscape Capital Management
New Jersey
$986K -$137K -11,259 -12%
NMC
20
Nine Masts Capital
Hong Kong
$959K +$959K +78,893 New
M
21
MYeCFO
California
$943K -$30.4K -2,500 -3%
RJA
22
Raymond James & Associates
Florida
$853K -$100K -8,245 -11%
Allianz Asset Management
23
Allianz Asset Management
Germany
$852K +$852K +70,100 New
MA
24
MKT Advisors
California
$851K +$5.71K +479 +0.7%
RC
25
Rareview Capital
Nevada
$788K +$413 +34 +0.1%
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