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.

18 hedge funds and large institutions have $9.45M invested in Nuveen CA Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

2% more capital invested

Capital invested by funds: $9.27M → $9.45M (+$184K)

0.51% less ownership

Funds ownership: 11.24%10.73% (-0.51%)

22% less funds holding

Funds holding: 2318 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.12M -$43.1K -3,164 -2%
GC
2
Guggenheim Capital
Illinois
$1.95M +$816K +59,968 +77%
Ameriprise
3
Ameriprise
Minnesota
$807K -$14.5K -1,062 -2%
Bank of America
4
Bank of America
North Carolina
$797K +$681K +50,000 +787%
Morgan Stanley
5
Morgan Stanley
New York
$731K -$466K -34,217 -40%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$675K -$249K -18,311 -28%
AAM
7
Advisors Asset Management
Colorado
$612K +$138K +10,108 +30%
Wells Fargo
8
Wells Fargo
California
$601K -$61.3K -4,502 -10%
UBS Group
9
UBS Group
Switzerland
$383K +$27.2K +2,000 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$247K
RJA
11
Raymond James & Associates
Florida
$197K +$817 +60 +0.4%
US Bancorp
12
US Bancorp
Minnesota
$156K
Jones Financial Companies
13
Jones Financial Companies
Missouri
$98K +$94.8K +6,965 New
SPIA
14
Steward Partners Investment Advisory
New York
$53.9K +$13.7K +1,008 +36%
AF
15
Allworth Financial
California
$14.1K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K
IAIM
17
International Assets Investment Management
Florida
$1K +$179K +13,152 +1,314%
FIA
18
FNY Investment Advisers
New York
$1K +$1.36K +100 New
1CP
19
1607 Capital Partners
Virginia
-$921K -71,045 Closed
WAM
20
Wolverine Asset Management
Illinois
-$204K -15,705 Closed
LCM
21
Landscape Capital Management
New Jersey
-$130K -10,001 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$130K -9,999 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$73.8K -5,692 Closed
TIM
24
Tortoise Investment Management
New York
-$17.5K -1,350 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$10.9K -841 Closed

NXC Hedge Fund Activity: Q3 2024 in Review

18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2024, worth a combined $9.45M — up 2% from $9.27M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXC and 2 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Guggenheim Capital, adding an estimated $816K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $921K sold.

  • 18 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2024, down from 23 in Q2 2024.
  • Funds reported $9.45M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2024, up 2% quarter-over-quarter.
  • 2 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2024 and 7 closed out, a net change of -5 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2024 was Guggenheim Capital, an estimated $816K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2024 was 1607 Capital Partners, an estimated $921K sold.

Based on aggregated 13F filings for Q3 2024.