We are live on ! Find out more
NBW

Neuberger Berman California Municipal Fund Inc.

Delisted

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

21 hedge funds and large institutions have $10.6M invested in Neuberger Berman California Municipal Fund Inc. in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $9.26M → $10.6M (+$1.31M)

11% more funds holding

Funds holding: 1921 (+2)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.91M +$207K +16,358 +12%
Invesco
2
Invesco
Georgia
$1.15M +$20.4K +1,613 +2%
LCM
3
Laurion Capital Management
New York
$1.05M -$870K -68,607 -45%
CRC
4
Curi RMB Capital
Illinois
$827K +$362K +28,563 +76%
WAM
5
Wolverine Asset Management
Illinois
$715K +$725K +57,169 New
LCM
6
Landscape Capital Management
New Jersey
$667K +$463K +36,509 +218%
UBS Group
7
UBS Group
Switzerland
$585K +$74.1K +5,848 +14%
MC
8
Matisse Capital
Oregon
$564K +$571K +45,056 New
Wells Fargo
9
Wells Fargo
California
$431K -$56.6K -4,464 -11%
MIG
10
Mariner Investment Group
New York
$392K +$397K +31,302 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$376K +$381K +30,070 New
GC
12
Guggenheim Capital
Illinois
$363K -$320K -25,256 -47%
Morgan Stanley
13
Morgan Stanley
New York
$358K -$116K -9,141 -24%
DA
14
Doliver Advisors
Texas
$304K +$75.3K +5,945 +32%
IC
15
Intersect Capital
California
$238K
FFA
16
First Foundation Advisors
California
$204K +$207K +16,300 New
LPL Financial
17
LPL Financial
California
$164K
VCM
18
Vivaldi Capital Management
Illinois
$145K -$13.9K -1,095 -9%
Bank of America
19
Bank of America
North Carolina
$103K -$106K -8,349 -50%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.27K +100 New
TSS
22
Two Sigma Securities
New York
-$169K -13,097 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$148K -11,474 Closed
IA
24
IFP Advisors
Florida
-$27K -2,000 Closed
PCFFS
25
Pacific Center for Financial Services
California
-$22K -1,708 Closed

NBW Hedge Fund Activity: Q2 2018 in Review

21 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q2 2018, worth a combined $10.6M — up 14% from $9.26M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NBW positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $725K. The largest seller was Laurion Capital Management, cutting an estimated $870K.

  • 21 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q2 2018, up from 19 in Q1 2018.
  • Funds reported $10.6M of Neuberger Berman California Municipal Fund Inc. stock for Q2 2018, up 14% quarter-over-quarter.
  • 6 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q2 2018 and 4 closed out, a net change of +2 holders.
  • The largest Neuberger Berman California Municipal Fund Inc. buyer in Q2 2018 was Wolverine Asset Management, an estimated $725K added.
  • The largest Neuberger Berman California Municipal Fund Inc. seller in Q2 2018 was Laurion Capital Management, an estimated $870K sold.

Based on aggregated 13F filings for Q2 2018.