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NBH

Neuberger Municipal Fund Inc

30 hedge funds and large institutions have $23.1M invested in Neuberger Municipal Fund Inc in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $21.7M → $23.1M (+$1.47M)

0.82% more ownership

Funds ownership: 8.01%8.83% (+0.82%)

6% less funds holding

Funds holding: 3230 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$5.54M +$1.6M +116,649 +42%
GC
2
Guggenheim Capital
Illinois
$3.43M +$250K +18,188 +8%
Morgan Stanley
3
Morgan Stanley
New York
$2.06M +$628K +45,687 +45%
HK
4
Horizon Kinetics
New York
$1.3M -$148K -10,794 -10%
Wells Fargo
5
Wells Fargo
California
$1.29M +$80.1K +5,829 +7%
Invesco
6
Invesco
Georgia
$1.15M +$1.05M +76,452 +1,261%
BC
7
Bartlett & Co
Ohio
$1.05M +$31.7K +2,305 +3%
RJA
8
Raymond James & Associates
Florida
$889K -$3.79K -276 -0.4%
BC
9
Brinker Capital
Pennsylvania
$883K +$45.9K +3,340 +6%
First Trust Advisors
10
First Trust Advisors
Illinois
$851K +$2.46K +179 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
$752K +$3.77K +274 +0.5%
PMG
12
ProVise Management Group
Florida
$739K -$2.06K -150 -0.3%
Bank of America
13
Bank of America
North Carolina
$543K +$76.1K +5,533 +17%
N
14
Nuveen
North Carolina
$542K +$251K +18,221 +88%
RJT
15
Raymond James Trust
Florida
$351K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$302K +$15K +1,089 +5%
LPL Financial
17
LPL Financial
California
$301K -$96.7K -7,032 -24%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$276K +$135K +9,809 +99%
FAAS
19
First Allied Advisory Services
California
$226K +$1.1K +80 +0.5%
FAM
20
Formidable Asset Management
Ohio
$157K +$154K +11,168 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$156K -$12.9K -940 -8%
VanEck Associates
22
VanEck Associates
New York
$150K +$6.61K +481 +5%
HCM
23
Highlander Capital Management
New Jersey
$41.9K
CFSG
24
Community Financial Services Group
Vermont
$36K
WA
25
WFG Advisors
Texas
$35K +$440 +32 +1%

NBH Hedge Fund Activity: Q3 2013 in Review

30 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q3 2013, worth a combined $23.1M — up 6.8% from $21.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NBH and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 16 added.

The largest buyer was UBS, adding an estimated $1.6M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.4M sold.

  • 30 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q3 2013, down from 32 in Q2 2013.
  • Funds reported $23.1M of Neuberger Municipal Fund Inc stock for Q3 2013, up 6.8% quarter-over-quarter.
  • 1 fund opened new Neuberger Municipal Fund Inc positions in Q3 2013 and 3 closed out, a net change of -2 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q3 2013 was UBS, an estimated $1.6M added.
  • The largest Neuberger Municipal Fund Inc seller in Q3 2013 was Advisors Asset Management, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2013.