NBH

Neuberger Berman Municipal Fund
NBH

Overview Fund Activity

86 hedge funds and large institutions have $109M invested in Neuberger Berman Municipal Fund 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
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.25%
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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$10.8M
2
BI
2
Bulldog Investors
New Jersey
$1.88M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23M
4
PAS
4
Park Avenue Securities
New York
$1.16M
5
WA
5
Whitebox Advisors
Minnesota
$976K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.42M
2
GC
2
Guggenheim Capital
Illinois
$830K
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$3.14M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.19M
5
Invesco
5
Invesco
Georgia
$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$872K +$3.94K +376 +0.5%
GC
27
Guggenheim Capital
Illinois
$830K -$1.33M -126,745 -62%
NWM
28
Napa Wealth Management
California
$817K -$3.56K -340 -0.4%
SIA
29
SkyView Investment Advisors
New Jersey
$771K – – –
Invesco
30
Invesco
Georgia
$745K -$315K -30,112 -30%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$705K +$508K +48,559 +258%
LCM
32
Landscape Capital Management
New Jersey
$660K -$204K -19,528 -24%
Ameriprise
33
Ameriprise
Minnesota
$628K -$52.9K -5,049 -8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$609K -$61.3K -5,856 -9%
RIL
35
Rothschild Investment LLC
Illinois
$562K – – –
LPL Financial
36
LPL Financial
California
$554K +$1.18K +113 +0.2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$478K -$25.4K -2,425 -5%
TWP
38
Tyche Wealth Partners
Texas
$442K +$241 +23 +0.1%
HighTower Advisors
39
HighTower Advisors
Illinois
$437K -$72.9K -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 +$425K +40,469 New
RL
43
RPO LLC
Connecticut
$404K – – –
AC
44
Almitas Capital
California
$381K -$279K -26,655 -42%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$371K -$6.81K -650 -2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$369K -$27.4K -2,620 -7%
CMS
47
Capital Market Strategies
Florida
$313K – – –
RRA
48
Round Rock Advisors
Connecticut
$298K -$52.4K -5,000 -15%
WAM
49
Wolverine Asset Management
Illinois
$292K +$292K +27,845 New
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$257K +$257K +24,584 New
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