We are live on ! Find out more
NBH

Neuberger Municipal Fund Inc

42 hedge funds and large institutions have $31.6M invested in Neuberger Municipal Fund Inc in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 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

2% more funds holding

Funds holding: 4142 (+1)

0.03% less ownership

Funds ownership: 11.82%11.79% (-0.03%)

8% less capital invested

Capital invested by funds: $34.3M → $31.6M (-$2.64M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.57M -$392K -25,747 -6%
RJA
2
Raymond James & Associates
Florida
$2.32M +$204K +13,391 +9%
AAM
3
Advisors Asset Management
Colorado
$2.19M -$570K -37,500 -20%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.01M +$146K +9,587 +8%
Morgan Stanley
5
Morgan Stanley
New York
$1.92M +$166K +10,941 +9%
Bank of America
6
Bank of America
North Carolina
$1.66M +$3.79K +249 +0.2%
IWM
7
IHT Wealth Management
Illinois
$1.37M -$184K -12,126 -11%
Invesco
8
Invesco
Georgia
$1.28M -$311K -20,460 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.2M -$70K -4,606 -5%
PMG
10
ProVise Management Group
Florida
$1.16M -$27.4K -1,800 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.12M -$203K -13,364 -15%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$1.08M +$89K +5,850 +9%
BC
13
Bartlett & Co
Ohio
$1.07M +$1.11M +73,311 New
Wells Fargo
14
Wells Fargo
California
$828K +$165K +10,869 +24%
VanEck Associates
15
VanEck Associates
New York
$812K -$60.8K -3,996 -7%
HKAM
16
Horizon Kinetics Asset Management
New York
$802K -$7.29K -479 -0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$553K +$575K +37,833 New
MOS
18
MGO One Seven
Ohio
$517K -$202K -13,303 -27%
N
19
Nuveen
North Carolina
$492K
WAAG
20
Wealth Alliance Advisory Group
Kansas
$443K
US Bancorp
21
US Bancorp
Minnesota
$418K +$434K +28,515 New
CF
22
Centaurus Financial
California
$410K -$1.98K -130 -0.5%
LPL Financial
23
LPL Financial
California
$401K +$82.9K +5,454 +25%
First Trust Advisors
24
First Trust Advisors
Illinois
$389K -$12.9K -849 -3%
BHWM
25
Bar Harbor Wealth Management
New Hampshire
$235K

NBH Hedge Fund Activity: Q1 2020 in Review

42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q1 2020, worth a combined $31.6M — down 7.7% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NBH positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was US Bancorp, opening a new position worth an estimated $434K. The largest seller was Advisors Asset Management, cutting an estimated $570K.

  • 42 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q1 2020, up from 41 in Q4 2019.
  • Funds reported $31.6M of Neuberger Municipal Fund Inc stock for Q1 2020, down 7.7% quarter-over-quarter.
  • 6 funds opened new Neuberger Municipal Fund Inc positions in Q1 2020 and 3 closed out, a net change of +3 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q1 2020 was US Bancorp, an estimated $434K added.
  • The largest Neuberger Municipal Fund Inc seller in Q1 2020 was Advisors Asset Management, an estimated $570K sold.

Based on aggregated 13F filings for Q1 2020.