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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 $19.3M invested in Neuberger Berman California Municipal Fund Inc. in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $17.7M → $19.3M (+$1.53M)

0% more funds holding

Funds holding: 2222 (0)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.2M +$961K +91,373 +21%
SIA
2
Sit Investment Associates
Minnesota
$4.21M +$2.86M +271,739 +172%
MWM
3
Melfa Wealth Management
Massachusetts
$1.47M -$57.3K -5,451 -4%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$937K -$240K -22,862 -19%
UBS Group
5
UBS Group
Switzerland
$907K -$46.1K -4,385 -5%
GC
6
Guggenheim Capital
Illinois
$868K -$167K -15,874 -15%
LSC
7
Logan Stone Capital
Illinois
$795K +$91.9K +8,740 +12%
RCM
8
Rivernorth Capital Management
Florida
$733K +$329K +31,312 +72%
Wells Fargo
9
Wells Fargo
California
$675K -$1.84K -175 -0.3%
Ameriprise
10
Ameriprise
Minnesota
$673K -$11.1K -1,058 -2%
MC
11
Matisse Capital
Oregon
$652K
AC
12
Almitas Capital
California
$425K -$256K -24,306 -36%
EW
13
Evoke Wealth
California
$373K -$32.6K -3,100 -8%
AAM
14
Advisors Asset Management
Colorado
$331K -$12.3K -1,169 -3%
Morgan Stanley
15
Morgan Stanley
New York
$274K -$87.6K -8,332 -23%
SIA
16
SkyView Investment Advisors
New Jersey
$238K
FFA
17
First Foundation Advisors
California
$124K
PAG
18
Private Advisor Group
New Jersey
$120K
CAM
19
Concorde Asset Management
Michigan
$117K
Bank of America
20
Bank of America
North Carolina
$78.3K
WAM
21
Wolverine Asset Management
Illinois
$44.6K -$137K -13,010 -74%
HCM
22
Hollencrest Capital Management
California
$21.9K

NBW Hedge Fund Activity: Q3 2023 in Review

22 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman California Municipal Fund Inc. (NBW) for Q3 2023, worth a combined $19.3M — up 8.6% from $17.7M a quarter earlier.

Fund positioning in NBW was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was Almitas Capital, cutting an estimated $256K.

  • 22 institutional investors held Neuberger Berman California Municipal Fund Inc. (NBW) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $19.3M of Neuberger Berman California Municipal Fund Inc. stock for Q3 2023, up 8.6% quarter-over-quarter.
  • 0 funds opened new Neuberger Berman California Municipal Fund Inc. positions in Q3 2023 and 0 closed out.
  • The largest Neuberger Berman California Municipal Fund Inc. buyer in Q3 2023 was Sit Investment Associates, an estimated $2.86M added.
  • The largest Neuberger Berman California Municipal Fund Inc. seller in Q3 2023 was Almitas Capital, an estimated $256K sold.

Based on aggregated 13F filings for Q3 2023.