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NBW

Neuberger Berman California Municipal Fund Inc.

Delisted

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

21 hedge funds and large institutions have $14.6M invested in Neuberger Berman California Municipal Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

19% more capital invested

Capital invested by funds: $12.3M → $14.6M (+$2.36M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$3.58M +$2.59M +230,853 +252%
MWM
2
Melfa Wealth Management
Massachusetts
$1.87M +$1.5K +134 +0.1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.57M -$103K -9,217 -6%
UBS Group
4
UBS Group
Switzerland
$1.2M -$101K -8,978 -8%
GC
5
Guggenheim Capital
Illinois
$1.17M +$9.74K +869 +0.8%
AAM
6
Advisors Asset Management
Colorado
$892K +$135K +12,064 +18%
Wells Fargo
7
Wells Fargo
California
$854K +$77.7K +6,934 +10%
MC
8
Matisse Capital
Oregon
$741K -$59.5K -5,310 -7%
LSC
9
Logan Stone Capital
Illinois
$648K +$381K +33,979 +140%
Morgan Stanley
10
Morgan Stanley
New York
$453K +$38.1K +3,395 +9%
EW
11
Evoke Wealth
California
$425K -$31.4K -2,800 -7%
Ameriprise
12
Ameriprise
Minnesota
$274K +$277K +24,677 New
SIA
13
SkyView Investment Advisors
New Jersey
$270K +$272K +24,302 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$152K +$153K +13,664 New
FFA
15
First Foundation Advisors
California
$141K -$43.1K -3,845 -23%
PAG
16
Private Advisor Group
New Jersey
$136K
CAM
17
Concorde Asset Management
Michigan
$115K +$115K +10,300 New
Bank of America
18
Bank of America
North Carolina
$89K
HCM
19
Hollencrest Capital Management
California
$24.9K
VanEck Associates
20
VanEck Associates
New York
$22K
JP Morgan Chase
21
JP Morgan Chase
New York
$2K +$1.65K +147 New
BI
22
Bulldog Investors
New Jersey
-$670K -59,297 Closed
VCM
23
Vivaldi Capital Management
Illinois
-$464K -40,789 Closed
WS
24
Wedbush Securities
California
-$131K -11,582 Closed
EE
25
EWG Elevate
California
-$19.7K -1,744 Closed

NBW Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q1 2023, worth a combined $14.6M — up 19% from $12.3M a quarter earlier.

Fund positioning in NBW was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2.59M. The largest seller was Bulldog Investors, exiting entirely with an estimated $670K sold.

  • 21 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $14.6M of Neuberger Berman California Municipal Fund Inc. stock for Q1 2023, up 19% quarter-over-quarter.
  • 5 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest Neuberger Berman California Municipal Fund Inc. buyer in Q1 2023 was Saba Capital Management, an estimated $2.59M added.
  • The largest Neuberger Berman California Municipal Fund Inc. seller in Q1 2023 was Bulldog Investors, an estimated $670K sold.

Based on aggregated 13F filings for Q1 2023.