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NBW

Neuberger Berman California Municipal Fund Inc.

Delisted

NBW was delisted on the 20th of October, 2023.

19 hedge funds and large institutions have $9.26M invested in Neuberger Berman California Municipal Fund Inc. in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

27% more funds holding

Funds holding: 1519 (+4)

12% more capital invested

Capital invested by funds: $8.25M → $9.26M (+$1.01M)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$1.96M +$2.03M +152,236 New
AAM
2
Advisors Asset Management
Colorado
$1.78M -$21.3K -1,600 -1%
Invesco
3
Invesco
Georgia
$1.16M +$311K +23,309 +35%
GC
4
Guggenheim Capital
Illinois
$698K -$36.8K -2,763 -5%
UBS Group
5
UBS Group
Switzerland
$527K +$59.9K +4,493 +12%
Wells Fargo
6
Wells Fargo
California
$501K +$38K +2,850 +8%
Morgan Stanley
7
Morgan Stanley
New York
$486K -$314K -23,577 -38%
CRC
8
Curi RMB Capital
Illinois
$483K +$86.2K +6,463 +21%
IC
9
Intersect Capital
California
$278K
DA
10
Doliver Advisors
Texas
$236K -$61.5K -4,610 -20%
LCM
11
Landscape Capital Management
New Jersey
$216K +$80.5K +6,040 +56%
Bank of America
12
Bank of America
North Carolina
$213K -$3.16K -237 -1%
TSS
13
Two Sigma Securities
New York
$169K +$175K +13,097 New
LPL Financial
14
LPL Financial
California
$168K -$125K -9,366 -42%
VCM
15
Vivaldi Capital Management
Illinois
$163K +$12K +901 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$148K +$153K +11,474 New
IA
17
IFP Advisors
Florida
$27K
PCFFS
18
Pacific Center for Financial Services
California
$22K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15K +$16K +1,200 New
WAM
20
Wolverine Asset Management
Illinois
-$948K -69,740 Closed
SEI Investments
21
SEI Investments
Pennsylvania
+$67 +5 New

NBW Hedge Fund Activity: Q1 2018 in Review

19 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q1 2018, worth a combined $9.26M — up 12% from $8.25M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NBW positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $948K sold.

  • 19 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q1 2018, up from 15 in Q4 2017.
  • Funds reported $9.26M of Neuberger Berman California Municipal Fund Inc. stock for Q1 2018, up 12% quarter-over-quarter.
  • 5 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q1 2018 and 1 closed out, a net change of +4 holders.
  • The largest Neuberger Berman California Municipal Fund Inc. buyer in Q1 2018 was Laurion Capital Management, an estimated $2.03M added.
  • The largest Neuberger Berman California Municipal Fund Inc. seller in Q1 2018 was Wolverine Asset Management, an estimated $948K sold.

Based on aggregated 13F filings for Q1 2018.