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NBH

Neuberger Municipal Fund Inc

33 hedge funds and large institutions have $25.2M invested in Neuberger Municipal Fund Inc in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 3033 (+3)

9% more capital invested

Capital invested by funds: $23.1M → $25.2M (+$2.02M)

0.72% more ownership

Funds ownership: 8.83%9.55% (+0.72%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$7.3M +$1.73M +123,164 +31%
GC
2
Guggenheim Capital
Illinois
$3.38M -$66.5K -4,740 -2%
Invesco
3
Invesco
Georgia
$3.15M +$1.98M +141,537 +172%
Morgan Stanley
4
Morgan Stanley
New York
$1.7M -$361K -25,760 -18%
Wells Fargo
5
Wells Fargo
California
$1.2M -$95.7K -6,826 -7%
BC
6
Bartlett & Co
Ohio
$1.07M +$11.2K +800 +1%
BC
7
Brinker Capital
Pennsylvania
$915K +$28.2K +2,008 +3%
RJA
8
Raymond James & Associates
Florida
$838K -$55.9K -3,988 -6%
HK
9
Horizon Kinetics
New York
$689K -$621K -44,256 -47%
HighTower Advisors
10
HighTower Advisors
Illinois
$678K -$78.5K -5,600 -10%
PMG
11
ProVise Management Group
Florida
$604K -$138K -9,859 -19%
N
12
Nuveen
North Carolina
$567K +$21.6K +1,540 +4%
Bank of America
13
Bank of America
North Carolina
$425K -$121K -8,632 -22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$404K +$100K +7,140 +33%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$375K +$98K +6,985 +35%
RJT
16
Raymond James Trust
Florida
$362K +$9.82K +700 +3%
LPL Financial
17
LPL Financial
California
$312K
SG Americas Securities
18
SG Americas Securities
New York
$190K +$190K +13,513 New
First Trust Advisors
19
First Trust Advisors
Illinois
$178K -$676K -48,238 -79%
FAM
20
Formidable Asset Management
Ohio
$160K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$156K
VKH
22
Virtu KCG Holdings
New York
$149K +$149K +10,619 New
VanEck Associates
23
VanEck Associates
New York
$116K -$34.7K -2,474 -23%
CHC
24
City Holding Co
West Virginia
$55K +$54.7K +3,900 New
HCM
25
Highlander Capital Management
New Jersey
$42.1K

NBH Hedge Fund Activity: Q4 2013 in Review

33 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q4 2013, worth a combined $25.2M — up 8.7% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NBH positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Invesco, adding an estimated $1.98M. The largest seller was First Trust Advisors, cutting an estimated $676K.

  • 33 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $25.2M of Neuberger Municipal Fund Inc stock for Q4 2013, up 8.7% quarter-over-quarter.
  • 6 funds opened new Neuberger Municipal Fund Inc positions in Q4 2013 and 3 closed out, a net change of +3 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q4 2013 was Invesco, an estimated $1.98M added.
  • The largest Neuberger Municipal Fund Inc seller in Q4 2013 was First Trust Advisors, an estimated $676K sold.

Based on aggregated 13F filings for Q4 2013.