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NBH

Neuberger Municipal Fund Inc
NBH

50 hedge funds and large institutions have $33.4M invested in Neuberger Municipal Fund Inc in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

16% more funds holding

Funds holding: 43 → 50 (+7)

3% more capital invested

Capital invested by funds: $32.3M → $33.4M (+$1.1M)

0.49% more ownership

Funds ownership: 11.19% → 11.68% (+0.49%)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$1.51M
2
LB
Leo Brokerage
Texas
+$612K
3
Osaic Holdings
Osaic Holdings
Arizona
+$361K
4
Millennium Management
Millennium Management
New York
+$276K
5
MWM
Meridian Wealth Management
Kentucky
+$204K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$527K
2
N
Nuveen
North Carolina
-$517K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$346K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$318K
5
AAM
Advisors Asset Management
Colorado
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
26
NWAM LLC
Washington
$308K – – –
Millennium Management
27
Millennium Management
New York
$281K +$276K +18,482 New
BHWM
28
Bar Harbor Wealth Management
New Hampshire
$244K – – –
MWM
29
Meridian Wealth Management
Kentucky
$207K +$204K +13,639 New
BAM
30
Belpointe Asset Management
Nevada
$190K – – –
FWM
31
Fairhaven Wealth Management
Illinois
$168K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$158K +$155K +10,369 New
AF
33
Advisornet Financial
Minnesota
$128K +$126K +8,400 New
CFGS
34
Concourse Financial Group Securities
Alabama
$108K +$598 +40 +0.6%
IAIM
35
International Assets Investment Management
Florida
$90K +$88.1K +5,893 New
MFT
36
Moisand Fitzgerald Tamayo
Florida
$75K – – –
CWP
37
Concord Wealth Partners
Virginia
$75K +$73.4K +4,912 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$68K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$54K -$4.17K -279 -7%
RCA
40
Ranch Capital Advisors
Florida
$40K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$38K -$20.1K -1,345 -35%
SFS
42
Sowell Financial Services
Arkansas
$23K +$284 +19 +1%
RA
43
Reby Advisors
Connecticut
$20K +$20.1K +1,345 New
GWM
44
Geneos Wealth Management
Colorado
$18K – – –
AA
45
Addison Advisors
Vermont
$11K +$10.6K +710 New
COCM
46
Charter Oak Capital Management
New Hampshire
$9K +$8.39K +561 New
CTC
47
Central Trust Company
Missouri
$8K – – –
CBT
48
CoreFirst Bank & Trust
Kansas
$8K +$7.47K +500 New
CFB
49
Cullen/Frost Bankers
Texas
$6K – – –
ASN
50
Advisory Services Network
Georgia
$4K – – –
1
2
3

NBH Hedge Fund Activity: Q4 2020 in Review

50 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q4 2020, worth a combined $33.4M — up 3.4% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NBH positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.51M. The largest seller was Raymond James & Associates, cutting an estimated $527K.

  • 50 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $33.4M of Neuberger Municipal Fund Inc stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 11 funds opened new Neuberger Municipal Fund Inc positions in Q4 2020 and 3 closed out, a net change of +8 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q4 2020 was Kestra Advisory Services, an estimated $1.51M added.
  • The largest Neuberger Municipal Fund Inc seller in Q4 2020 was Raymond James & Associates, an estimated $527K sold.

Based on aggregated 13F filings for Q4 2020.