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NBH

Neuberger Municipal Fund Inc
NBH

42 hedge funds and large institutions have $47.5M invested in Neuberger Municipal Fund Inc in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.92% less ownership

Funds ownership: 16.59% → 15.67% (-0.92%)

4% less capital invested

Capital invested by funds: $49.6M → $47.5M (-$2.11M)

11% less funds holding

Funds holding: 47 → 42 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$897K
2
GC
Guggenheim Capital
Illinois
+$585K
3
Morgan Stanley
Morgan Stanley
New York
+$334K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$145K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$90.3K

Top Sellers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.56M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$720K
3
AAM
Advisors Asset Management
Colorado
-$485K
4
SPIA
Steward Partners Investment Advisory
New York
-$240K
5
IWM
IHT Wealth Management
Illinois
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Bar Harbor Wealth Management
New Hampshire
$259K – – –
SFS
27
Sowell Financial Services
Arkansas
$238K -$25.3K -1,562 -10%
MWM
28
Meridian Wealth Management
Kentucky
$219K – – –
BAM
29
Belpointe Asset Management
Nevada
$199K – – –
FWM
30
Fairhaven Wealth Management
Illinois
$170K – – –
BFEC
31
Benjamin F. Edwards & Company
Missouri
$142K -$2.56M -158,501 -95%
CFGS
32
Concourse Financial Group Securities
Alabama
$121K +$6.71K +415 +6%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$80K – – –
CWP
34
Concord Wealth Partners
Virginia
$79K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$64K -$8.7K -538 -12%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$57K – – –
RCA
37
Ranch Capital Advisors
Florida
$42K -$42.9K -2,650 Closed
AA
38
Addison Advisors
Vermont
$29K +$29K +1,794 New
GWM
39
Geneos Wealth Management
Colorado
$17K – – –
COCM
40
Charter Oak Capital Management
New Hampshire
$9K – – –
CTC
41
Central Trust Company
Missouri
$8K – – –
CBT
42
CoreFirst Bank & Trust
Kansas
$8K – – –
CFB
43
Cullen/Frost Bankers
Texas
$6K – – –
AAM
44
Advisors Asset Management
Colorado
– -$485K -30,522 Closed
SPIA
45
Steward Partners Investment Advisory
New York
– -$240K -15,099 Closed
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
– -$165K -10,369 Closed
IAIM
47
International Assets Investment Management
Florida
– -$90K -5,893 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$3K -200 Closed
1
2

NBH Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q2 2021, worth a combined $47.5M — down 4.2% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NBH and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was UBS Group, adding an estimated $897K. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $2.56M.

  • 42 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q2 2021, down from 47 in Q1 2021.
  • Funds reported $47.5M of Neuberger Municipal Fund Inc stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 1 fund opened new Neuberger Municipal Fund Inc positions in Q2 2021 and 6 closed out, a net change of -5 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q2 2021 was UBS Group, an estimated $897K added.
  • The largest Neuberger Municipal Fund Inc seller in Q2 2021 was Benjamin F. Edwards & Company, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2021.