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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$246K -$62.4K -5,176 -20%
WAAG
52
Wealth Alliance Advisory Group
Kansas
$236K – – –
PMG
53
ProVise Management Group
Florida
$221K -$8.38K -800 -4%
KWA
54
Kingswood Wealth Advisors
California
$217K +$76.1K +7,270 +54%
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$208K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$200K +$56.5K +5,400 +39%
BFM
57
Boothbay Fund Management
New York
$182K – – –
NMC
58
Nine Masts Capital
Hong Kong
$177K +$177K +16,950 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$170K +$50.4K +4,809 +42%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$167K +15,975 New
HNB
61
Huntington National Bank
Ohio
$146K -$145K – –
AA
62
Alesco Advisors
New York
$143K – – –
PAG
63
Private Advisor Group
New Jersey
$143K – – –
Walleye Capital
64
Walleye Capital
New York
$139K +$139K +13,252 New
AWM
65
Avior Wealth Management
Nebraska
$134K +$5.64K +539 +4%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$129K +$129K +12,311 New
FPCP
67
Fort Point Capital Partners
California
$129K +$129K +12,299 New
CAM
68
Concorde Asset Management
Michigan
$128K – – –
Nomura Holdings
69
Nomura Holdings
Japan
$120K +$12.2K +1,162 +11%
Stifel Financial
70
Stifel Financial
Missouri
$115K -$5.18K -495 -4%
AWS
71
Atria Wealth Solutions
New York
$111K +$111K +10,550 New
BAM
72
Belpointe Asset Management
Nevada
$109K +$109K +10,370 New
FFWM
73
Future Financial Wealth Management
Ohio
$52.4K +$52.4K +5,000 New
US Bancorp
74
US Bancorp
Minnesota
$50.3K – – –
MFT
75
Moisand Fitzgerald Tamayo
Florida
$46.1K – – –
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3
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