We are live on ! Find out more
NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

20 hedge funds and large institutions have $10.8M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 12.91%13.04% (+0.13%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $11.1M → $10.8M (-$249K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.1M -$47.9K -3,625 -2%
GC
2
Guggenheim Capital
Illinois
$1.96M -$1.27K -96 -0.1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.79M -$23.1K -1,750 -1%
Morgan Stanley
4
Morgan Stanley
New York
$1.7M +$31.2K +2,364 +2%
Wells Fargo
5
Wells Fargo
California
$637K +$84.2K +6,373 +15%
UBS Group
6
UBS Group
Switzerland
$433K -$6.06K -459 -1%
Ameriprise
7
Ameriprise
Minnesota
$388K +$106K +7,995 +37%
Osaic Holdings
8
Osaic Holdings
Arizona
$354K +$57.2K +4,328 +19%
BRWA
9
B. Riley Wealth Advisors
Florida
$269K
LPL Financial
10
LPL Financial
California
$218K -$5.84K -442 -3%
1CP
11
1607 Capital Partners
Virginia
$202K +$204K +15,481 New
CA
12
Cetera Advisors
Colorado
$195K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$163K -$81.1K -6,137 -33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$145K -$41.7K -3,156 -22%
IFG
15
Independent Financial Group
California
$137K +$251 +19 +0.2%
WAM
16
Wolverine Asset Management
Illinois
$55.9K +$56.6K +4,288 New
Bank of America
17
Bank of America
North Carolina
$45.6K -$52.8K -4,000 -53%
TIM
18
Tortoise Investment Management
New York
$17.6K +$17.8K +1,350 New
AF
19
Allworth Financial
California
$13K
FIA
20
FNY Investment Advisers
New York
$1K
RJFSA
21
Raymond James Financial Services Advisors
Florida
-$184K -13,682 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$4K -300 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$13 -1 Closed

NXC Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2023, worth a combined $10.8M — down 2.3% from $11.1M a quarter earlier.

Fund positioning in NXC was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $204K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $184K sold.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $10.8M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2023 was 1607 Capital Partners, an estimated $204K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $184K sold.

Based on aggregated 13F filings for Q2 2023.