Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
12 hedge funds and large institutions have $9.54M invested in Neuberger Berman California Municipal Fund Inc. in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
19% more capital invested
Capital invested by funds: $8.01M → $9.54M (+$1.53M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$424K |
| 2 |
IC
Intersect Capital
San Ramon,
California
|
+$368K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$273K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$86.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$92.9K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$32K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.25K |
| 4 |
LPL Financial
San Diego,
California
|
-$3.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $3.56M | +$86.7K | +5,387 | +3% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $1.38M | +$273K | +16,955 | +25% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.23M | -$92.9K | -5,772 | -7% |
|
|
4
Morgan Stanley
New York
| $1.06M | +$424K | +26,347 | +68% |
|
|
IC
5
Intersect Capital
San Ramon,
California
| $846K | +$368K | +22,836 | +79% |
|
|
6
LPL Financial
San Diego,
California
| $464K | -$3.19K | -198 | -0.7% |
|
|
7
Wells Fargo
San Francisco,
California
| $377K | -$3.25K | -202 | -0.9% |
|
|
ICOA
8
Investment Centers of America
Bismarck,
North Dakota
| $235K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $200K | +$6.55K | +407 | +3% |
|
|
WP
10
WealthSource Partners
San Luis Obispo,
California
| $164K | +$161K | +10,000 | New |
|
|
DADC
11
D.A. Davidson & Co
Great Falls,
Montana
| $13K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $8K | +$4.97K | +309 | +155% |
|
|
IA
13
IFP Advisors
Tampa,
Florida
| – | -$32K | -2,000 | Closed |
|
NBW Hedge Fund Activity: Q1 2016 in Review
12 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q1 2016, worth a combined $9.54M — up 19% from $8.01M a quarter earlier.
Fund positioning in NBW was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $424K. The largest seller was UBS Group, cutting an estimated $92.9K.
- 12 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $9.54M of Neuberger Berman California Municipal Fund Inc. stock for Q1 2016, up 19% quarter-over-quarter.
- 1 fund opened new Neuberger Berman California Municipal Fund Inc. positions in Q1 2016 and 1 closed out, a net change of 0 holders.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q1 2016 was Morgan Stanley, an estimated $424K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q1 2016 was UBS Group, an estimated $92.9K sold.
Based on aggregated 13F filings for Q1 2016.