Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
11 hedge funds and large institutions have $7.91M invested in Neuberger Berman California Municipal Fund Inc. in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
8% less funds holding
Funds holding: 12 → 11 (-1)
14% less capital invested
Capital invested by funds: $9.23M → $7.91M (-$1.32M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$165K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$58.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$159K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$48.9K |
| 4 |
FNYS
First New York Securities
New York
|
-$16K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$32 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $3.55M | +$165K | +10,407 | +5% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.61M | -$159K | -10,032 | -9% |
|
|
3
Morgan Stanley
New York
| $844K | -$1.28M | -80,672 | -60% |
|
|
IC
4
Intersect Capital
San Ramon,
California
| $630K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $336K | +$10.3K | +647 | +3% |
|
|
GC
6
Guggenheim Capital
Chicago,
Illinois
| $308K | -$48.9K | -3,081 | -14% |
|
|
ICOA
7
Investment Centers of America
Bismarck,
North Dakota
| $228K | – | – | – |
|
8
LPL Financial
San Diego,
California
| $182K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $182K | +$58.2K | +3,665 | +47% |
|
10
Creative Planning
Overland Park,
Kansas
| $34K | – | – | – |
|
|
FNYS
11
First New York Securities
New York
| – | -$16K | -1,000 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$32 | -2 | -50% |
|
NBW Hedge Fund Activity: Q1 2015 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q1 2015, worth a combined $7.91M — down 14% from $9.23M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NBW and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Invesco, adding an estimated $165K. The largest seller was Morgan Stanley, cutting an estimated $1.28M.
- 11 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $7.91M of Neuberger Berman California Municipal Fund Inc. stock for Q1 2015, down 14% quarter-over-quarter.
- 0 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q1 2015 and 1 closed out, a net change of -1 holder.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q1 2015 was Invesco, an estimated $165K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q1 2015 was Morgan Stanley, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2015.