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NBH

Neuberger Municipal Fund Inc

86 hedge funds and large institutions have $109M invested in Neuberger Municipal Fund Inc in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

9% more funds holding

Funds holding: 7986 (+7)

0% less capital invested

Capital invested by funds: $110M → $109M (-$541K)

0.7% less ownership

Funds ownership: 44.63%43.93% (-0.7%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
19
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$872K +$3.9K +376 +0.5%
GC
27
Guggenheim Capital
Illinois
$830K -$1.31M -126,745 -62%
NWM
28
Napa Wealth Management
California
$817K -$3.52K -340 -0.4%
SIA
29
SkyView Investment Advisors
New Jersey
$771K
Invesco
30
Invesco
Georgia
$745K -$312K -30,112 -30%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$705K +$503K +48,559 +258%
LCM
32
Landscape Capital Management
New Jersey
$660K -$202K -19,528 -24%
Ameriprise
33
Ameriprise
Minnesota
$628K -$52.3K -5,049 -8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$609K -$60.7K -5,856 -9%
RIL
35
Rothschild Investment LLC
Illinois
$562K
LPL Financial
36
LPL Financial
California
$554K +$1.17K +113 +0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$478K -$25.1K -2,425 -5%
TWP
38
Tyche Wealth Partners
Texas
$442K +$238 +23 +0.1%
HighTower Advisors
39
HighTower Advisors
Illinois
$437K -$74.1K -7,154 -14%
HKAM
40
Horizon Kinetics Asset Management
New York
$433K
BA
41
Bridgewater Advisors
New York
$431K
EW
42
Evoke Wealth
California
$425K +$419K +40,469 New
RL
43
RPO LLC
Connecticut
$404K
AC
44
Almitas Capital
California
$381K -$276K -26,655 -42%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$371K -$6.74K -650 -2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$369K -$27.2K -2,620 -7%
CMS
47
Capital Market Strategies
Florida
$313K
RRA
48
Round Rock Advisors
Connecticut
$298K -$51.8K -5,000 -15%
WAM
49
Wolverine Asset Management
Illinois
$292K +$289K +27,845 New
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$257K +$255K +24,584 New

NBH Hedge Fund Activity: Q1 2024 in Review

86 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q1 2024, worth a combined $109M — down 0.49% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBH positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.77M. The largest seller was Morgan Stanley, cutting an estimated $7.82M.

  • 86 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $109M of Neuberger Municipal Fund Inc stock for Q1 2024, down 0.49% quarter-over-quarter.
  • 15 funds opened new Neuberger Municipal Fund Inc positions in Q1 2024 and 6 closed out, a net change of +9 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q1 2024 was Sit Investment Associates, an estimated $2.77M added.
  • The largest Neuberger Municipal Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2024.