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NBH

Neuberger Municipal Fund Inc
NBH

47 hedge funds and large institutions have $49.6M invested in Neuberger Municipal Fund Inc in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

48% more capital invested

Capital invested by funds: $33.4M → $49.6M (+$16.2M)

4.91% more ownership

Funds ownership: 11.68% → 16.59% (+4.9%)

6% less funds holding

Funds holding: 50 → 47 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.09M
2
UBS Group
UBS Group
Switzerland
+$616K
3
Bank of America
Bank of America
North Carolina
+$421K
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$368K
5
BC
Bartlett & Co
Ohio
+$331K

Top Sellers

Rank Fund Capital Flow
1
LB
Leo Brokerage
Texas
-$1.81M
2
KAS
Kestra Advisory Services
Texas
-$1.53M
3
AAM
Advisors Asset Management
Colorado
-$580K
4
NL
NWAM LLC
Washington
-$308K
5
Millennium Management
Millennium Management
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
26
Icon Wealth Partners
Texas
$284K +$281K +17,872 New
AF
27
Advisornet Financial
Minnesota
$275K +$140K +8,900 +106%
SFS
28
Sowell Financial Services
Arkansas
$264K +$232K +14,752 +959%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$255K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$240K +$198K +12,599 +504%
MWM
31
Meridian Wealth Management
Kentucky
$217K – – –
BAM
32
Belpointe Asset Management
Nevada
$197K -$1.83K -116 -0.9%
FWM
33
Fairhaven Wealth Management
Illinois
$175K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$165K – – –
CFGS
35
Concourse Financial Group Securities
Alabama
$112K -$220 -14 -0.2%
IAIM
36
International Assets Investment Management
Florida
$90K – – –
MFT
37
Moisand Fitzgerald Tamayo
Florida
$79K – – –
CWP
38
Concord Wealth Partners
Virginia
$78K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$71K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$56K – – –
RCA
41
Ranch Capital Advisors
Florida
$42K – – –
GWM
42
Geneos Wealth Management
Colorado
$18K – – –
COCM
43
Charter Oak Capital Management
New Hampshire
$9K – – –
CTC
44
Central Trust Company
Missouri
$8K – – –
CBT
45
CoreFirst Bank & Trust
Kansas
$8K – – –
CFB
46
Cullen/Frost Bankers
Texas
$6K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$3K +$3.15K +200 New
LB
48
Leo Brokerage
Texas
– -$1.81M -119,034 Closed
KAS
49
Kestra Advisory Services
Texas
– -$1.53M -101,124 Closed
NL
50
NWAM LLC
Washington
– -$308K -20,266 Closed
1
2
3

NBH Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q1 2021, worth a combined $49.6M — up 48% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NBH and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $1.09M. The largest seller was Leo Brokerage, exiting entirely with an estimated $1.81M sold.

  • 47 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q1 2021, down from 50 in Q4 2020.
  • Funds reported $49.6M of Neuberger Municipal Fund Inc stock for Q1 2021, up 48% quarter-over-quarter.
  • 4 funds opened new Neuberger Municipal Fund Inc positions in Q1 2021 and 5 closed out, a net change of -1 holder.
  • The largest Neuberger Municipal Fund Inc buyer in Q1 2021 was Guggenheim Capital, an estimated $1.09M added.
  • The largest Neuberger Municipal Fund Inc seller in Q1 2021 was Leo Brokerage, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2021.