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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

NXC was delisted on the 9th of January, 2026.

18 hedge funds and large institutions have $6.38M invested in Nuveen CA Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.72% less ownership

Funds ownership: 6.8%6.08% (-0.72%)

6% less capital invested

Capital invested by funds: $6.81M → $6.38M (-$431K)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.82M -$795K -50,910 -32%
UBS Group
2
UBS Group
Switzerland
$669K -$28.8K -1,843 -4%
RCG
3
Regatta Capital Group
California
$627K +$592K +37,944 New
Wells Fargo
4
Wells Fargo
California
$564K +$17.1K +1,098 +3%
GC
5
Guggenheim Capital
Illinois
$441K +$257K +16,472 +161%
BRWM
6
B. Riley Wealth Management
Tennessee
$440K
Osaic Holdings
7
Osaic Holdings
Arizona
$338K +$1.14K +73 +0.4%
AAM
8
Advisors Asset Management
Colorado
$324K -$166K -10,655 -35%
WA
9
Winfield Associates
Ohio
$274K
CA
10
Cetera Advisors
Colorado
$248K
ACI
11
Alpha Cubed Investments
California
$221K
DADC
12
D.A. Davidson & Co
Montana
$182K +$14.4K +924 +9%
CCM
13
Covington Capital Management
California
$132K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35K +$21.9K +1,403 +200%
SCA
15
Snowden Capital Advisors
New York
$29K +$28.1K +1,800 New
RFA
16
Reilly Financial Advisors
California
$21K
AssetMark Inc
17
AssetMark Inc
California
$8K +$7.81K +500 New
Bank of America
18
Bank of America
North Carolina
$3K
FFA
19
First Foundation Advisors
California
-$305K -19,352 Closed
WAM
20
Wolverine Asset Management
Illinois
-$205K -13,017 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$164K -10,427 Closed

NXC Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2021, worth a combined $6.38M — down 6.3% from $6.81M a quarter earlier.

Fund positioning in NXC was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 3 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $257K. The largest seller was Morgan Stanley, cutting an estimated $795K.

  • 18 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $6.38M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2021, down 6.3% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2021 was Guggenheim Capital, an estimated $257K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2021 was Morgan Stanley, an estimated $795K sold.

Based on aggregated 13F filings for Q4 2021.