Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
13 hedge funds and large institutions have $10.2M invested in Neuberger Berman California Municipal Fund Inc. in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 12 → 13 (+1)
7% more capital invested
Capital invested by funds: $9.54M → $10.2M (+$675K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$519K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$383K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$62K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$32.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| 2 |
Morgan Stanley
New York
|
-$89.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$36.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12.6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $4.05M | +$519K | +31,885 | +15% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $1.74M | +$383K | +23,527 | +28% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.12M | -$106K | -6,490 | -9% |
|
|
4
Morgan Stanley
New York
| $967K | -$89.5K | -5,500 | -8% |
|
|
IC
5
Intersect Capital
San Ramon,
California
| $840K | – | – | – |
|
|
6
LPL Financial
San Diego,
California
| $429K | -$36.9K | -2,265 | -8% |
|
|
7
Wells Fargo
San Francisco,
California
| $362K | -$12.6K | -772 | -3% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $261K | +$62K | +3,810 | +31% |
|
|
ICOA
9
Investment Centers of America
Bismarck,
North Dakota
| $233K | – | – | – |
|
|
WP
10
WealthSource Partners
San Luis Obispo,
California
| $163K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $33K | +$32.5K | +2,000 | New |
|
|
DADC
12
D.A. Davidson & Co
Great Falls,
Montana
| $13K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $2K | -$6.65K | -409 | -80% |
|
NBW Hedge Fund Activity: Q2 2016 in Review
13 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q2 2016, worth a combined $10.2M — up 7.1% from $9.54M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NBW positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Invesco, adding an estimated $519K. The largest seller was UBS Group, cutting an estimated $106K.
- 13 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q2 2016, up from 12 in Q1 2016.
- Funds reported $10.2M of Neuberger Berman California Municipal Fund Inc. stock for Q2 2016, up 7.1% quarter-over-quarter.
- 1 fund opened new Neuberger Berman California Municipal Fund Inc. positions in Q2 2016 and 0 closed out, a net change of +1 holder.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q2 2016 was Invesco, an estimated $519K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q2 2016 was UBS Group, an estimated $106K sold.
Based on aggregated 13F filings for Q2 2016.