Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
10 hedge funds and large institutions have $6.65M invested in Neuberger Berman California Municipal Fund Inc. in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
4% more capital invested
Capital invested by funds: $6.4M → $6.65M (+$251K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$210K |
| 2 |
Morgan Stanley
New York
|
+$134K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$222K |
| 2 |
LPL Financial
San Diego,
California
|
-$80K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28.8K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$14.6K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$7.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
U
1
UBS
Zurich,
Switzerland
| $2.52M | +$210K | +13,869 | +9% |
|
|
2
Invesco
Atlanta,
Georgia
| $2.31M | -$222K | -14,667 | -9% |
|
|
3
Morgan Stanley
New York
| $619K | +$134K | +8,871 | +28% |
|
|
GC
4
Guggenheim Capital
Chicago,
Illinois
| $384K | -$14.6K | -961 | -4% |
|
|
5
Wells Fargo
San Francisco,
California
| $310K | +$10.6K | +700 | +4% |
|
|
ICOA
6
Investment Centers of America
Bismarck,
North Dakota
| $221K | -$7.58K | -500 | -3% |
|
|
7
LPL Financial
San Diego,
California
| $177K | -$80K | -5,282 | -32% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $102K | -$28.8K | -1,902 | -22% |
|
|
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| $6K | +$6.06K | +400 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$15 | -1 | -20% |
|
NBW Hedge Fund Activity: Q2 2014 in Review
10 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q2 2014, worth a combined $6.65M — up 3.9% from $6.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NBW positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was UBS, adding an estimated $210K. The largest seller was Invesco, cutting an estimated $222K.
- 10 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q2 2014, up from 9 in Q1 2014.
- Funds reported $6.65M of Neuberger Berman California Municipal Fund Inc. stock for Q2 2014, up 3.9% quarter-over-quarter.
- 1 fund opened new Neuberger Berman California Municipal Fund Inc. positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q2 2014 was UBS, an estimated $210K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q2 2014 was Invesco, an estimated $222K sold.
Based on aggregated 13F filings for Q2 2014.