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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

21 hedge funds and large institutions have $10.8M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

8% more capital invested

Capital invested by funds: $10M → $10.8M (+$799K)

0.35% more ownership

Funds ownership: 12.95%13.31% (+0.35%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.3M +$707K +57,189 +47%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.67M -$56K -4,534 -3%
GC
3
Guggenheim Capital
Illinois
$1.48M -$248K -20,061 -15%
Ameriprise
4
Ameriprise
Minnesota
$1M +$138K +11,185 +17%
1CP
5
1607 Capital Partners
Virginia
$745K +$573K +46,391 +392%
Wells Fargo
6
Wells Fargo
California
$661K +$5.94K +481 +0.9%
UBS Group
7
UBS Group
Switzerland
$413K -$6.33K -512 -2%
WAM
8
Wolverine Asset Management
Illinois
$409K +$333K +26,947 +535%
LCM
9
Landscape Capital Management
New Jersey
$360K +$347K +28,116 New
AAM
10
Advisors Asset Management
Colorado
$309K -$1.6M -129,832 -84%
BRWA
11
B. Riley Wealth Advisors
Florida
$263K
LPL Financial
12
LPL Financial
California
$222K +$7.23K +585 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$186K -$146K -11,813 -45%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$171K +$166K +13,403 New
Bank of America
15
Bank of America
North Carolina
$157K +$108K +8,763 +250%
DADC
16
D.A. Davidson & Co
Montana
$150K -$32.1K -2,600 -18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$148K +$143K +11,600 New
US Bancorp
18
US Bancorp
Minnesota
$141K +$136K +11,034 New
TIM
19
Tortoise Investment Management
New York
$17.3K
AF
20
Allworth Financial
California
$12.8K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K -$107K -8,672 -93%
CA
22
Cetera Advisors
Colorado
-$183K -15,000 Closed
FIA
23
FNY Investment Advisers
New York
-$1K -100 Closed

NXC Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2023, worth a combined $10.8M — up 8% from $10M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXC positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $707K. The largest seller was Advisors Asset Management, cutting an estimated $1.6M.

  • 21 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $10.8M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2023, up 8% quarter-over-quarter.
  • 4 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2023 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2023 was Morgan Stanley, an estimated $707K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2023 was Advisors Asset Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.