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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

19 hedge funds and large institutions have $10M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% less ownership

Funds ownership: 13.04%12.95% (-0.09%)

5% less funds holding

Funds holding: 2019 (-1)

7% less capital invested

Capital invested by funds: $10.8M → $10M (-$781K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.87M -$90.3K -6,956 -4%
GC
2
Guggenheim Capital
Illinois
$1.65M -$185K -14,264 -9%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.64M -$28K -2,161 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.49M -$96K -7,397 -6%
Ameriprise
5
Ameriprise
Minnesota
$817K +$485K +37,378 +126%
Wells Fargo
6
Wells Fargo
California
$623K +$30.5K +2,347 +5%
UBS Group
7
UBS Group
Switzerland
$400K -$5K -385 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$320K -$10.7K -821 -3%
BRWA
9
B. Riley Wealth Advisors
Florida
$251K
LPL Financial
10
LPL Financial
California
$204K +$779 +60 +0.4%
CA
11
Cetera Advisors
Colorado
$183K
DADC
12
D.A. Davidson & Co
Montana
$174K +$186K +14,299 New
1CP
13
1607 Capital Partners
Virginia
$144K -$47.4K -3,655 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$114K -$23K -1,771 -16%
WAM
15
Wolverine Asset Management
Illinois
$61.3K +$9.67K +745 +17%
Bank of America
16
Bank of America
North Carolina
$42.6K
TIM
17
Tortoise Investment Management
New York
$16.4K
AF
18
Allworth Financial
California
$12.2K
FIA
19
FNY Investment Advisers
New York
$1K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$163K -12,489 Closed
IFG
21
Independent Financial Group
California
-$137K -10,478 Closed

NXC Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2023, worth a combined $10M — down 7.2% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NXC and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 4 added.

The largest buyer was Ameriprise, adding an estimated $485K. The largest seller was Guggenheim Capital, cutting an estimated $185K.

  • 19 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2023, down from 20 in Q2 2023.
  • Funds reported $10M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2023, down 7.2% quarter-over-quarter.
  • 1 fund opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2023 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2023 was Ameriprise, an estimated $485K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2023 was Guggenheim Capital, an estimated $185K sold.

Based on aggregated 13F filings for Q3 2023.