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Invesco California Value Municipal Income Trust

46 hedge funds and large institutions have $44.3M invested in Invesco California Value Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.57% less ownership

Funds ownership: 8.51%7.94% (-0.57%)

8% less capital invested

Capital invested by funds: $48.2M → $44.3M (-$3.94M)

13% less funds holding

Funds holding: 5346 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.3M +$38.8K +3,259 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$6.47M +$518K +43,470 +9%
GC
3
Guggenheim Capital
Illinois
$6.37M -$461K -38,706 -7%
UBS Group
4
UBS Group
Switzerland
$2.84M -$245K -20,575 -8%
Invesco
5
Invesco
Georgia
$2.72M +$73.3K +6,155 +3%
JWA
6
JFS Wealth Advisors
Pennsylvania
$2.01M -$50K -4,200 -2%
AAM
7
Advisors Asset Management
Colorado
$1.78M -$857K -71,957 -32%
Wells Fargo
8
Wells Fargo
California
$1.32M +$70.1K +5,885 +5%
FFA
9
First Foundation Advisors
California
$1.08M -$62K -5,207 -5%
LCM
10
Landscape Capital Management
New Jersey
$809K -$634K -53,289 -44%
WS
11
Wedbush Securities
California
$789K +$659K +55,341 +456%
AG
12
Advisor Group
Arizona
$774K +$1.19K +100 +0.2%
COLIM
13
City of London Investment Management
United Kingdom
$654K +$665K +55,851 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$580K +$253K +21,251 +75%
RCM
15
RB Capital Management
Nevada
$450K -$22.3K -1,873 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$441K +$4.92K +413 +1%
DADC
17
D.A. Davidson & Co
Montana
$420K +$4.37K +367 +1%
EWM
18
Edge Wealth Management
New York
$411K
VCM
19
Vivaldi Capital Management
Illinois
$358K -$95.7K -8,037 -21%
SAM
20
Shamrock Asset Management
Texas
$312K
SCP
21
Syntal Capital Partners
Texas
$270K +$275K +23,119 New
PWSG
22
Pacific Wealth Strategies Group
California
$261K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$240K -$26.8K -2,250 -10%
WT
24
Whittier Trust
California
$236K
MA
25
Mutual Advisors
Nebraska
$217K

VCV Hedge Fund Activity: Q3 2018 in Review

46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco California Value Municipal Income Trust (VCV) for Q3 2018, worth a combined $44.3M — down 8.2% from $48.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VCV and 5 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $665K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.05M sold.

  • 46 institutional investors held Invesco California Value Municipal Income Trust (VCV) as of Q3 2018, down from 53 in Q2 2018.
  • Funds reported $44.3M of Invesco California Value Municipal Income Trust stock for Q3 2018, down 8.2% quarter-over-quarter.
  • 5 funds opened new Invesco California Value Municipal Income Trust positions in Q3 2018 and 12 closed out, a net change of -7 holders.
  • The largest Invesco California Value Municipal Income Trust buyer in Q3 2018 was City of London Investment Management, an estimated $665K added.
  • The largest Invesco California Value Municipal Income Trust seller in Q3 2018 was Laurion Capital Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2018.