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NBH

Neuberger Municipal Fund Inc
NBH

56 hedge funds and large institutions have $40.3M invested in Neuberger Municipal Fund Inc in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $38.2M → $40.3M (+$2.11M)

4% more funds holding

Funds holding: 54 → 56 (+2)

1.76% more ownership

Funds ownership: 19.04% → 20.8% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$1.83M
2
Cohen & Steers
Cohen & Steers
New York
+$573K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$457K
4
LSC
Logan Stone Capital
Illinois
+$290K
5
AA
AQR Arbitrage
Connecticut
+$286K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$410K
2
Wells Fargo
Wells Fargo
California
-$305K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$130K
4
ACA
Ackerman Capital Advisors
Texas
-$94K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$67K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
26
ProVise Management Group
Florida
$428K -$21.8K -2,100 -5%
WAM
27
Wolverine Asset Management
Illinois
$278K +$280K +27,055 New
HKAM
28
Horizon Kinetics Asset Management
New York
$267K -$5.19K -501 -2%
CMS
29
Capital Market Strategies
Florida
$264K +$9.6K +927 +4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$243K +$8.05K +777 +4%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$231K -$10.4K -1,000 -4%
MWM
32
Melfa Wealth Management
Massachusetts
$217K – – –
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$204K – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$185K -$31.7K -3,058 -15%
AWM
35
Avior Wealth Management
Nebraska
$176K – – –
RIG
36
Ramiah Investment Group
Wisconsin
$153K +$6.18K +597 +4%
MWM
37
Meridian Wealth Management
Kentucky
$140K – – –
BCWM
38
Bartlett & Co Wealth Management
Ohio
$140K – – –
Stifel Financial
39
Stifel Financial
Missouri
$140K -$17.9K -1,726 -11%
BC
40
Bartlett & Co
Ohio
$140K – – –
ACA
41
Ackerman Capital Advisors
Texas
$133K -$94K -9,073 -41%
XF
42
XML Financial
Maryland
$126K – – –
LCM
43
Landscape Capital Management
New Jersey
$124K -$54.8K -5,294 -30%
FWM
44
Fairhaven Wealth Management
Illinois
$113K +$114K +11,029 New
ACM
45
Arlington Capital Management
Illinois
$112K +$113K +10,940 New
KPWS
46
Kestra Private Wealth Services
Texas
$109K – – –
RJT
47
Raymond James Trust
Florida
$108K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$106K +$107K +10,307 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$65.8K – – –
MFT
50
Moisand Fitzgerald Tamayo
Florida
$45.2K -$5.75K -555 -11%
1
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3

NBH Hedge Fund Activity: Q2 2023 in Review

56 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q2 2023, worth a combined $40.3M — up 5.5% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NBH positions and 2 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.83M. The largest seller was UBS Group, cutting an estimated $410K.

  • 56 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q2 2023, up from 54 in Q1 2023.
  • Funds reported $40.3M of Neuberger Municipal Fund Inc stock for Q2 2023, up 5.5% quarter-over-quarter.
  • 4 funds opened new Neuberger Municipal Fund Inc positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q2 2023 was Rivernorth Capital Management, an estimated $1.83M added.
  • The largest Neuberger Municipal Fund Inc seller in Q2 2023 was UBS Group, an estimated $410K sold.

Based on aggregated 13F filings for Q2 2023.