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NBH

Neuberger Municipal Fund Inc

43 hedge funds and large institutions have $28M invested in Neuberger Municipal Fund Inc in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4243 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1.06% less ownership

Funds ownership: 11.79%10.73% (-1.1%)

11% less capital invested

Capital invested by funds: $31.6M → $28M (-$3.61M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.29M +$14.1K +1,031 +0.3%
RJA
2
Raymond James & Associates
Florida
$1.87M -$320K -23,387 -15%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.86M -$39.9K -2,910 -2%
AAM
4
Advisors Asset Management
Colorado
$1.72M -$347K -25,355 -17%
Morgan Stanley
5
Morgan Stanley
New York
$1.65M -$166K -12,085 -9%
Bank of America
6
Bank of America
North Carolina
$1.48M -$88.6K -6,466 -6%
Invesco
7
Invesco
Georgia
$1.24M +$29.6K +2,164 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.14M +$71.9K +5,247 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.11M -$26.7K -1,951 -2%
PMG
10
ProVise Management Group
Florida
$1.09M +$548 +40 +0.1%
BCWM
11
Bartlett & Co Wealth Management
Ohio
$1.04M +$13.7K +1,000 +1%
BC
12
Bartlett & Co
Ohio
$1.03M +$13.7K +1,000 +1%
Wells Fargo
13
Wells Fargo
California
$835K +$49.8K +3,632 +6%
NL
14
NWAM LLC
Washington
$812K +$3.52K +257 +0.4%
VanEck Associates
15
VanEck Associates
New York
$786K +$16.8K +1,224 +2%
HKAM
16
Horizon Kinetics Asset Management
New York
$760K
N
17
Nuveen
North Carolina
$466K
Osaic Holdings
18
Osaic Holdings
Arizona
$465K -$59.9K -4,370 -12%
WAAG
19
Wealth Alliance Advisory Group
Kansas
$420K
US Bancorp
20
US Bancorp
Minnesota
$396K -$205 -15 -0.1%
CF
21
Centaurus Financial
California
$388K
First Trust Advisors
22
First Trust Advisors
Illinois
$380K +$11K +802 +3%
LPL Financial
23
LPL Financial
California
$363K -$16.6K -1,213 -4%
BHWM
24
Bar Harbor Wealth Management
New Hampshire
$223K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$184K +$182K +13,280 New

NBH Hedge Fund Activity: Q2 2020 in Review

43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q2 2020, worth a combined $28M — down 11% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NBH positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $182K. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.37M sold.

  • 43 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $28M of Neuberger Municipal Fund Inc stock for Q2 2020, down 11% quarter-over-quarter.
  • 5 funds opened new Neuberger Municipal Fund Inc positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Neuberger Municipal Fund Inc buyer in Q2 2020 was Janney Montgomery Scott, an estimated $182K added.
  • The largest Neuberger Municipal Fund Inc seller in Q2 2020 was IHT Wealth Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2020.