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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

24 hedge funds and large institutions have $9.45M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.41% less ownership

Funds ownership: 11.68%11.27% (-0.41%)

2% less capital invested

Capital invested by funds: $9.61M → $9.45M (-$160K)

4% less funds holding

Funds holding: 2524 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.87M +$48.8K +3,730 +3%
LPL Financial
2
LPL Financial
California
$1.84M -$25.3K -1,930 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.24M +$1.58K +121 +0.1%
Bank of America
4
Bank of America
North Carolina
$752K +$214K +16,351 +40%
AAM
5
Advisors Asset Management
Colorado
$559K -$1.66K -127 -0.3%
Wells Fargo
6
Wells Fargo
California
$516K -$13.1K -1,001 -2%
Ameriprise
7
Ameriprise
Minnesota
$358K -$495K -37,856 -58%
UBS Group
8
UBS Group
Switzerland
$345K +$3.99K +305 +1%
WAM
9
Wolverine Asset Management
Illinois
$309K +$213K +16,312 +230%
Raymond James Financial
10
Raymond James Financial
Florida
$281K +$537 +41 +0.2%
WS
11
Wedbush Securities
California
$273K +$70.7K +5,402 +35%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$230K
CG
13
Caprock Group
Idaho
$150K +$1.02K +78 +0.7%
US Bancorp
14
US Bancorp
Minnesota
$146K
NAS
15
NWF Advisory Services
California
$141K +$139K +10,655 New
AIP
16
Almanack Investment Partners
Pennsylvania
$132K +$131K +10,000 New
MCM
17
MAI Capital Management
Ohio
$127K
Jones Financial Companies
18
Jones Financial Companies
Missouri
$74.1K +$27.9K +2,132 +60%
SPIA
19
Steward Partners Investment Advisory
New York
$50.3K
NWMP
20
Noble Wealth Management PBC
Colorado
$18.5K
IA
21
IFP Advisors
Florida
$15.8K +$15.7K +1,200 New
AF
22
Allworth Financial
California
$12.6K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5K -$4.58K -350 -50%
FIA
24
FNY Investment Advisers
New York
$1K +$1.31K +100 New
HWAM
25
Hennion & Walsh Asset Management
New Jersey
-$280K -21,652 Closed

NXC Hedge Fund Activity: Q1 2025 in Review

24 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q1 2025, worth a combined $9.45M — down 1.7% from $9.61M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXC and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.

The largest buyer was Bank of America, adding an estimated $214K. The largest seller was Ameriprise, cutting an estimated $495K.

  • 24 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $9.45M of Nuveen CA Select Tax-Free Income Portfolio stock for Q1 2025, down 1.7% quarter-over-quarter.
  • 4 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q1 2025 was Bank of America, an estimated $214K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q1 2025 was Ameriprise, an estimated $495K sold.

Based on aggregated 13F filings for Q1 2025.