Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
10 hedge funds and large institutions have $6.71M invested in Neuberger Berman California Municipal Fund Inc. in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
1% more capital invested
Capital invested by funds: $6.65M → $6.71M (+$56K)
0% more funds holding
Funds holding: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$433K |
| 2 |
Morgan Stanley
New York
|
+$117K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.28K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$533 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$397K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $2.72M | +$433K | +28,399 | +19% |
|
|
U
2
UBS
Zurich,
Switzerland
| $2.1M | -$397K | -26,043 | -16% |
|
|
3
Morgan Stanley
New York
| $730K | +$117K | +7,699 | +19% |
|
|
GC
4
Guggenheim Capital
Chicago,
Illinois
| $354K | -$23.2K | -1,525 | -6% |
|
5
Wells Fargo
San Francisco,
California
| $307K | – | – | – |
|
|
ICOA
6
Investment Centers of America
Bismarck,
North Dakota
| $218K | – | – | – |
|
7
LPL Financial
San Diego,
California
| $175K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $102K | +$1.28K | +84 | +1% |
|
|
GSC
9
Ground Swell Capital
Folly Beach,
South Carolina
| $7K | +$533 | +35 | +9% |
|
NBW Hedge Fund Activity: Q3 2014 in Review
10 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q3 2014, worth a combined $6.71M — up 0.84% from $6.65M a quarter earlier.
Fund positioning in NBW was balanced in Q3 2014: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Invesco, adding an estimated $433K. The largest seller was UBS, cutting an estimated $397K.
- 10 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $6.71M of Neuberger Berman California Municipal Fund Inc. stock for Q3 2014, up 0.84% quarter-over-quarter.
- 0 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q3 2014 and 0 closed out.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q3 2014 was Invesco, an estimated $433K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q3 2014 was UBS, an estimated $397K sold.
Based on aggregated 13F filings for Q3 2014.