Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
12 hedge funds and large institutions have $6.98M invested in Neuberger Berman California Municipal Fund Inc. in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
12% less capital invested
Capital invested by funds: $7.91M → $6.98M (-$924K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$388K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$45.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$368K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$182K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$122K |
| 4 |
Morgan Stanley
New York
|
-$121K |
| 5 |
IC
Intersect Capital
San Ramon,
California
|
-$39.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $3.16M | -$182K | -11,536 | -5% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.17M | -$368K | -23,292 | -23% |
|
|
3
Morgan Stanley
New York
| $677K | -$121K | -7,662 | -14% |
|
|
IC
4
Intersect Capital
San Ramon,
California
| $533K | -$39.5K | -2,500 | -7% |
|
|
CRC
5
Curi RMB Capital
Chicago,
Illinois
| $366K | +$388K | +24,564 | New |
|
6
Wells Fargo
San Francisco,
California
| $315K | – | – | – |
|
|
ICOA
7
Investment Centers of America
Bismarck,
North Dakota
| $214K | – | – | – |
|
|
GC
8
Guggenheim Capital
Chicago,
Illinois
| $173K | -$122K | -7,746 | -40% |
|
9
Bank of America
Charlotte,
North Carolina
| $171K | – | – | – |
|
10
LPL Financial
San Diego,
California
| $168K | – | – | – |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| $42K | +$45.5K | +2,880 | New |
|
12
Creative Planning
Overland Park,
Kansas
| – | -$34K | -2,156 | Closed |
|
NBW Hedge Fund Activity: Q2 2015 in Review
12 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q2 2015, worth a combined $6.98M — down 12% from $7.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NBW positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $388K. The largest seller was UBS Group, cutting an estimated $368K.
- 12 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q2 2015, up from 11 in Q1 2015.
- Funds reported $6.98M of Neuberger Berman California Municipal Fund Inc. stock for Q2 2015, down 12% quarter-over-quarter.
- 2 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q2 2015 and 1 closed out, a net change of +1 holder.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q2 2015 was Curi RMB Capital, an estimated $388K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q2 2015 was UBS Group, an estimated $368K sold.
Based on aggregated 13F filings for Q2 2015.