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NBH

Neuberger Municipal Fund Inc
NBH

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: 79 → 86 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.77M
2
BI
Bulldog Investors
New Jersey
+$1.55M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.21M
4
PAS
Park Avenue Securities
New York
+$1.15M
5
WA
Whitebox Advisors
Minnesota
+$966K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.82M
2
GC
Guggenheim Capital
Illinois
-$1.31M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$741K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$703K
5
Invesco
Invesco
Georgia
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$246K -$53.6K -5,176 -20%
WAAG
52
Wealth Alliance Advisory Group
Kansas
$236K – – –
PMG
53
ProVise Management Group
Florida
$221K -$8.29K -800 -4%
KWA
54
Kingswood Wealth Advisors
California
$217K +$75.3K +7,270 +54%
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$208K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$200K +$56K +5,400 +39%
BFM
57
Boothbay Fund Management
New York
$182K – – –
NMC
58
Nine Masts Capital
Hong Kong
$177K +$176K +16,950 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$170K +$49.8K +4,809 +42%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$166K +15,975 New
HNB
61
Huntington National Bank
Ohio
$146K – – –
AA
62
Alesco Advisors
New York
$143K – – –
PAG
63
Private Advisor Group
New Jersey
$143K – – –
Walleye Capital
64
Walleye Capital
New York
$139K +$137K +13,252 New
AWM
65
Avior Wealth Management
Nebraska
$134K +$5.59K +539 +4%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$129K +$128K +12,311 New
FPCP
67
Fort Point Capital Partners
California
$129K +$127K +12,299 New
CAM
68
Concorde Asset Management
Michigan
$128K – – –
Nomura Holdings
69
Nomura Holdings
Japan
$120K +$12K +1,162 +11%
Stifel Financial
70
Stifel Financial
Missouri
$115K -$5.13K -495 -4%
AWS
71
Atria Wealth Solutions
New York
$111K +$109K +10,550 New
BAM
72
Belpointe Asset Management
Nevada
$109K +$107K +10,370 New
FFWM
73
Future Financial Wealth Management
Ohio
$52.4K +$51.8K +5,000 New
US Bancorp
74
US Bancorp
Minnesota
$50.3K – – –
MFT
75
Moisand Fitzgerald Tamayo
Florida
$46.1K – – –
1 2
3
4

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.