Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
12 hedge funds and large institutions have $9.23M invested in Neuberger Berman California Municipal Fund Inc. in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
38% more capital invested
Capital invested by funds: $6.71M → $9.23M (+$2.52M)
20% more funds holding
Funds holding: 10 → 12 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.34M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$542K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$33.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.1K |
| 5 |
FNYS
First New York Securities
New York
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $3.41M | +$542K | +34,837 | +20% |
|
|
2
Morgan Stanley
New York
| $2.14M | +$1.34M | +85,904 | +179% |
|
3
UBS Group
Zurich,
Switzerland
| $1.79M | +$1.74M | +111,660 | New |
|
|
IC
4
Intersect Capital
San Ramon,
California
| $613K | +$596K | +38,336 | New |
|
|
GC
5
Guggenheim Capital
Chicago,
Illinois
| $359K | -$14.7K | -943 | -4% |
|
6
Wells Fargo
San Francisco,
California
| $329K | +$6.67K | +429 | +2% |
|
|
ICOA
7
Investment Centers of America
Bismarck,
North Dakota
| $229K | – | – | – |
|
8
LPL Financial
San Diego,
California
| $183K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $125K | +$18.1K | +1,163 | +17% |
|
|
10
Creative Planning
Overland Park,
Kansas
| $34K | +$33.5K | +2,156 | New |
|
|
FNYS
11
First New York Securities
New York
| $16K | +$15.6K | +1,000 | New |
|
NBW Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q4 2014, worth a combined $9.23M — up 38% from $6.71M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NBW positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was Guggenheim Capital, cutting an estimated $14.7K.
- 12 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q4 2014, up from 10 in Q3 2014.
- Funds reported $9.23M of Neuberger Berman California Municipal Fund Inc. stock for Q4 2014, up 38% quarter-over-quarter.
- 4 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q4 2014 and 0 closed out, a net change of +4 holders.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q4 2014 was Morgan Stanley, an estimated $1.34M added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q4 2014 was Guggenheim Capital, an estimated $14.7K sold.
Based on aggregated 13F filings for Q4 2014.