Neuberger Berman California Municipal Fund Inc.
NBW was delisted on the 20th of October, 2023.
19 hedge funds and large institutions have $15M invested in Neuberger Berman California Municipal Fund Inc. in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
5% more capital invested
Capital invested by funds: $14.3M → $15M (+$699K)
5% less funds holding
Funds holding: 20 → 19 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$632K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
+$172K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$135K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$72.3K |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$671K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$173K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$92.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$66.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$42K |
NBW Hedge Fund Activity: Q4 2020 in Review
19 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q4 2020, worth a combined $15M — up 4.9% from $14.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NBW and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Kestra Advisory Services, adding an estimated $632K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $671K sold.
- 19 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q4 2020, down from 20 in Q3 2020.
- Funds reported $15M of Neuberger Berman California Municipal Fund Inc. stock for Q4 2020, up 4.9% quarter-over-quarter.
- 0 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q4 2020 and 1 closed out, a net change of -1 holder.
- The largest Neuberger Berman California Municipal Fund Inc. buyer in Q4 2020 was Kestra Advisory Services, an estimated $632K added.
- The largest Neuberger Berman California Municipal Fund Inc. seller in Q4 2020 was Sit Investment Associates, an estimated $671K sold.
Based on aggregated 13F filings for Q4 2020.