Nuveen CA Select Tax-Free Income Portfolio
NXC was delisted on the 9th of January, 2026.
25 hedge funds and large institutions have $9.61M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
39% more funds holding
Funds holding: 18 → 25 (+7)
2% more capital invested
Capital invested by funds: $9.45M → $9.61M (+$165K)
0.96% more ownership
Funds ownership: 10.73% → 11.68% (+0.96%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$570K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
+$207K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$170K |
| 4 |
CG
Caprock Group
Boise,
Idaho
|
+$153K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$353K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$212K |
| 3 |
LPL Financial
San Diego,
California
|
-$110K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$46.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$32.4K |
NXC Hedge Fund Activity: Q4 2024 in Review
25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2024, worth a combined $9.61M — up 1.7% from $9.45M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NXC positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $570K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $353K.
- 25 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $9.61M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2024, up 1.7% quarter-over-quarter.
- 10 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2024 and 2 closed out, a net change of +8 holders.
- The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2024 was Morgan Stanley, an estimated $570K added.
- The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $353K sold.
Based on aggregated 13F filings for Q4 2024.