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NBW

Neuberger Berman California Municipal Fund Inc.

Delisted

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

22 hedge funds and large institutions have $12.9M invested in Neuberger Berman California Municipal Fund Inc. in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2122 (+1)

12% less capital invested

Capital invested by funds: $14.7M → $12.9M (-$1.81M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$1.84M -$820K -71,152 -30%
GC
2
Guggenheim Capital
Illinois
$1.28M +$378K +32,783 +40%
Wells Fargo
3
Wells Fargo
California
$1.23M -$86.4K -7,501 -6%
AAM
4
Advisors Asset Management
Colorado
$1.22M -$632K -54,866 -34%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.12M +$367K +31,817 +47%
BI
6
Bulldog Investors
New Jersey
$969K +$108K +9,374 +14%
MC
7
Matisse Capital
Oregon
$930K
KIM
8
Karpus Investment Management
New York
$789K -$83K -7,200 -9%
UBS Group
9
UBS Group
Switzerland
$714K -$3.39K -294 -0.5%
VCM
10
Vivaldi Capital Management
Illinois
$570K -$24.6K -2,131 -4%
EW
11
Evoke Wealth
California
$498K
SCM
12
Saba Capital Management
New York
$426K +$12.7K +1,100 +3%
Morgan Stanley
13
Morgan Stanley
New York
$322K -$51.1K -4,432 -13%
LSC
14
Logan Stone Capital
Illinois
$280K +$122K +10,582 +73%
FFA
15
First Foundation Advisors
California
$204K -$36.4K -3,155 -15%
PAG
16
Private Advisor Group
New Jersey
$137K
WS
17
Wedbush Securities
California
$119K
WAM
18
Wolverine Asset Management
Illinois
$114K +$118K +10,261 New
AC
19
Almitas Capital
California
$56K +$57.6K +5,000 New
VanEck Associates
20
VanEck Associates
New York
$26K -$8.16K -708 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13K
TIM
22
Tortoise Investment Management
New York
$4K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$182K -14,923 Closed

NBW Hedge Fund Activity: Q2 2022 in Review

22 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q2 2022, worth a combined $12.9M — down 12% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NBW positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $378K. The largest seller was Rivernorth Capital Management, cutting an estimated $820K.

  • 22 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q2 2022, up from 21 in Q1 2022.
  • Funds reported $12.9M of Neuberger Berman California Municipal Fund Inc. stock for Q2 2022, down 12% quarter-over-quarter.
  • 2 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q2 2022 and 1 closed out, a net change of +1 holder.
  • The largest Neuberger Berman California Municipal Fund Inc. buyer in Q2 2022 was Guggenheim Capital, an estimated $378K added.
  • The largest Neuberger Berman California Municipal Fund Inc. seller in Q2 2022 was Rivernorth Capital Management, an estimated $820K sold.

Based on aggregated 13F filings for Q2 2022.