NBH

Neuberger Berman Municipal Fund
NBH

Overview Fund Activity

57 hedge funds and large institutions have $40M invested in Neuberger Berman Municipal Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$1.94M
2
1CP
1607 Capital Partners
Virginia
+$1.7M
3
LSC
Logan Stone Capital
Illinois
+$1.29M
4
SCM
Saba Capital Management
New York
+$1.02M
5
AA
AQR Arbitrage
Connecticut
+$805K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$2.72M
2
Cohen & Steers
Cohen & Steers
New York
-$341K
3
Invesco
Invesco
Georgia
-$333K
4
Morgan Stanley
Morgan Stanley
New York
-$277K
5
ACA
Ackerman Capital Advisors
Texas
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$323K +$74K +8,036 +30%
MWM
27
Melfa Wealth Management
Massachusetts
$323K +$129K +14,000 +66%
LPL Financial
28
LPL Financial
California
$287K -$119K -12,935 -29%
CMS
29
Capital Market Strategies
Florida
$278K +$41.1K +4,472 +17%
RL
30
RPO LLC
Connecticut
$254K +$254K +27,594 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$248K +$14.2K +1,226 +6%
HKAM
32
Horizon Kinetics Asset Management
New York
$239K – – –
WAAG
33
Wealth Alliance Advisory Group
Kansas
$216K +$9.21K +1,000 +4%
BHWM
34
Bar Harbor Wealth Management
New Hampshire
$183K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$160K +$160K +18,834 New
AWM
36
Avior Wealth Management
Nebraska
$158K – – –
LCM
37
Landscape Capital Management
New Jersey
$153K +$41.7K +4,531 +38%
First Trust Advisors
38
First Trust Advisors
Illinois
$139K -$26.7K -2,896 -16%
BC
39
Bartlett & Co
Ohio
$126K – – –
MWM
40
Meridian Wealth Management
Kentucky
$126K – – –
BCWM
41
Bartlett & Co Wealth Management
Ohio
$126K – – –
KPWS
42
Kestra Private Wealth Services
Texas
$121K +$23K +2,500 +24%
BFM
43
Boothbay Fund Management
New York
$114K +$114K +12,417 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$105K +$105K +11,386 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$104K +$8.93K +968 +9%
FWM
46
Fairhaven Wealth Management
Illinois
$102K – – –
Stifel Financial
47
Stifel Financial
Missouri
$97.6K -$27.9K -3,031 -22%
Comerica Bank
48
Comerica Bank
Texas
$50.8K +$50.8K +5,519 New
MFT
49
Moisand Fitzgerald Tamayo
Florida
$40.5K – – –
CWP
50
Concord Wealth Partners
Virginia
$34.1K – – –
1
2
3