Who Owns NCA?
Nuveen California Municipal Value Fund — Institutional Ownership & 13F Holdings
$9.40
+0.05 (+0.53%)
Market Cap
$310.2M
Shares Outstanding
33,108,195
Institutional Holders
53
Total Inst. Value
$357.8M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
9
Closed Positions
15
Increased
18
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $296.9M | 2,707,630 |
| 2 | MORGAN STANLEY | $14.9M | 1,727,763 |
| 3 | UBS Group AG | $10.2M | 1,178,860 |
| 4 | GUGGENHEIM CAPITAL LLC | $5.6M | 643,844 |
| 5 | Advisors Asset Management, Inc. | $5.5M | 638,123 |
| 6 | 1607 Capital Partners, LLC | $3.3M | 379,495 |
| 7 | WELLS FARGO & COMPANY/MN | $2.9M | 335,211 |
| 8 | FIRST FOUNDATION ADVISORS | $2.0M | 234,392 |
| 9 | Hennion & Walsh Asset Management, Inc. | $1.9M | 223,042 |
| 10 | ROYAL BANK OF CANADA | $1.2M | 144,263 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +2.7M | $296.9M |
| MORGAN STANLEY | +104K | $14.9M |
| UBS Group AG | +4K | $10.2M |
| GUGGENHEIM CAPITAL LLC | +24K | $5.6M |
| Advisors Asset Management, Inc. | +58K | $5.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Logan Stone Capital, LLC | -78K | $801K |
| WELLS FARGO & COMPANY/MN | -37K | $2.9M |
| BANK OF AMERICA CORP /DE/ | -25K | $1.2M |
| Hennion & Walsh Asset Management, Inc. | -13K | $1.9M |
| Tortoise Investment Management, LLC | -7K | $230K |
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Frequently Asked Questions
How many institutional investors hold NCA?
As of Q1 2025, 53 institutional investors report holding NCA (Nuveen California Municipal Value Fund) in their 13F filings.
Which hedge fund owns the most NCA?
The largest institutional holder of NCA is JONES FINANCIAL COMPANIES LLLP with $296.9M in shares.
Are institutions buying or selling NCA?
This quarter, 9 institutions opened new positions in NCA and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.