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NBH

Neuberger Municipal Fund Inc

46 hedge funds and large institutions have $47M invested in Neuberger Municipal Fund Inc in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more funds holding

Funds holding: 4246 (+4)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.11% less ownership

Funds ownership: 15.67%15.56% (-0.11%)

1% less capital invested

Capital invested by funds: $47.5M → $47M (-$447K)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Meridian Wealth Management
Kentucky
$219K
BAM
27
Belpointe Asset Management
Nevada
$199K
XF
28
XML Financial
Maryland
$197K +$199K +12,250 New
FWM
29
Fairhaven Wealth Management
Illinois
$177K
BRWA
30
B. Riley Wealth Advisors
Florida
$155K +$163K +10,058 New
CFGS
31
Concourse Financial Group Securities
Alabama
$137K +$16.6K +1,020 +14%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$121K -$20.3K -1,251 -14%
APA
33
American Portfolios Advisors
New York
$101K +$102K +6,292 New
MFT
34
Moisand Fitzgerald Tamayo
Florida
$80K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$64K +$179 +11 +0.3%
CWP
36
Concord Wealth Partners
Virginia
$59K -$19.7K -1,212 -25%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$57K
RCA
38
Ranch Capital Advisors
Florida
$43K +$43.1K +2,650 New
AA
39
Addison Advisors
Vermont
$29K
GWM
40
Geneos Wealth Management
Colorado
$18K
COCM
41
Charter Oak Capital Management
New Hampshire
$9K
CTC
42
Central Trust Company
Missouri
$8K
CBT
43
CoreFirst Bank & Trust
Kansas
$8K
CFB
44
Cullen/Frost Bankers
Texas
$6K
TRCT
45
Tower Research Capital (TRC)
New York
$3K +$2.93K +180 New
Invesco
46
Invesco
Georgia
-$539K -33,490 Closed
IWM
47
IHT Wealth Management
Illinois
-$534K -33,162 Closed
IWP
48
Icon Wealth Partners
Texas
-$288K -17,872 Closed
SFS
49
Sowell Financial Services
Arkansas
-$238K -14,728 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
+$16 +1 New

NBH Hedge Fund Activity: Q3 2021 in Review

46 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q3 2021, worth a combined $47M — down 0.94% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NBH positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.55M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $2.62M.

  • 46 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q3 2021, up from 42 in Q2 2021.
  • Funds reported $47M of Neuberger Municipal Fund Inc stock for Q3 2021, down 0.94% quarter-over-quarter.
  • 8 funds opened new Neuberger Municipal Fund Inc positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q3 2021 was Kestra Advisory Services, an estimated $1.55M added.
  • The largest Neuberger Municipal Fund Inc seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2021.