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NBH

Neuberger Municipal Fund Inc

49 hedge funds and large institutions have $37M invested in Neuberger Municipal Fund Inc in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

23% more funds holding

Funds holding: 4049 (+9)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $33.9M → $37M (+$3.13M)

2.15% more ownership

Funds ownership: 13.39%15.54% (+2.2%)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
26
Bartlett & Co Wealth Management
Ohio
$349K -$618K -48,107 -64%
BC
27
Bartlett & Co
Ohio
$347K -$618K -48,107 -64%
WAAG
28
Wealth Alliance Advisory Group
Kansas
$322K -$160K -12,425 -33%
OC
29
Oppenheimer & Co
New York
$322K +$13.1K +1,016 +4%
BFM
30
Boothbay Fund Management
New York
$319K +$324K +25,236 New
MWM
31
Merriman Wealth Management
Washington
$310K +$307K +23,843 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$276K -$27.1K -2,106 -9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$235K +$231K +17,937 +3,051%
Wells Fargo
34
Wells Fargo
California
$225K -$286K -22,259 -56%
AG
35
Advisor Group
Arizona
$214K -$33.4K -2,600 -13%
6M
36
6 Meridian
Kansas
$210K -$123K -9,544 -36%
RCM
37
Rivernorth Capital Management
Florida
$208K +$213K +16,608 New
BHWM
38
Bar Harbor Wealth Management
New Hampshire
$203K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$173K +$121K +9,390 +222%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$75K
HCM
41
Highlander Capital Management
New Jersey
$38K
SWM
42
SeaCrest Wealth Management
New York
$24K
IA
43
IFP Advisors
Florida
$13K +$13.7K +1,063 New
HT
44
Heritage Trust
Oklahoma
$11K
GWM
45
Geneos Wealth Management
Colorado
$6K -$41.8K -3,255 -86%
CTC
46
Central Trust Company
Missouri
$6K
LPC
47
Loeb Partners Corp
New York
$5K +$5.14K +400 New
CF
48
Centaurus Financial
California
$73 +$11.1K +863 +1,463%
LPL Financial
49
LPL Financial
California
-$203K -15,101 Closed
AF
50
Affiance Financial
Minnesota
-$187K -13,911 Closed

NBH Hedge Fund Activity: Q4 2018 in Review

49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q4 2018, worth a combined $37M — up 9.2% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NBH positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $1.37M. The largest seller was Invesco, cutting an estimated $858K.

  • 49 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $37M of Neuberger Municipal Fund Inc stock for Q4 2018, up 9.2% quarter-over-quarter.
  • 12 funds opened new Neuberger Municipal Fund Inc positions in Q4 2018 and 3 closed out, a net change of +9 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q4 2018 was IHT Wealth Management, an estimated $1.37M added.
  • The largest Neuberger Municipal Fund Inc seller in Q4 2018 was Invesco, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2018.