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NBH

Neuberger Municipal Fund Inc

47 hedge funds and large institutions have $49.6M invested in Neuberger Municipal Fund Inc in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

48% more capital invested

Capital invested by funds: $33.4M → $49.6M (+$16.2M)

4.91% more ownership

Funds ownership: 11.68%16.59% (+4.9%)

6% less funds holding

Funds holding: 5047 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$15.7M +$15.6M +987,959 New
UBS Group
2
UBS Group
Switzerland
$6.56M +$616K +39,107 +10%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.66M +$368K +23,364 +16%
Bank of America
4
Bank of America
North Carolina
$2.09M +$421K +26,706 +25%
Morgan Stanley
5
Morgan Stanley
New York
$1.56M -$274K -17,426 -15%
RJA
6
Raymond James & Associates
Florida
$1.56M -$226K -14,372 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.52M +$104K +6,631 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.48M +$107K +6,810 +8%
PMG
9
ProVise Management Group
Florida
$1.38M +$31.5K +2,000 +2%
BCWM
10
Bartlett & Co Wealth Management
Ohio
$1.36M +$331K +21,000 +33%
BC
11
Bartlett & Co
Ohio
$1.35M +$331K +21,000 +33%
Wells Fargo
12
Wells Fargo
California
$1.26M +$22.5K +1,430 +2%
GC
13
Guggenheim Capital
Illinois
$1.1M +$1.09M +69,293 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.05M +$6.22K +395 +0.6%
VanEck Associates
15
VanEck Associates
New York
$834K -$9.94K -631 -1%
IWM
16
IHT Wealth Management
Illinois
$709K -$199K -12,632 -22%
Invesco
17
Invesco
Georgia
$654K +$1.18K +75 +0.2%
SIC
18
Samalin Investment Counsel
New York
$568K -$37K -2,352 -6%
HKAM
19
Horizon Kinetics Asset Management
New York
$565K
LPL Financial
20
LPL Financial
California
$548K +$98.9K +6,281 +22%
First Trust Advisors
21
First Trust Advisors
Illinois
$537K +$36.1K +2,292 +7%
AAM
22
Advisors Asset Management
Colorado
$485K -$580K -36,840 -55%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$480K
US Bancorp
24
US Bancorp
Minnesota
$453K
CF
25
Centaurus Financial
California
$439K -$2.28K -145 -0.5%

NBH Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q1 2021, worth a combined $49.6M — up 48% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NBH and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $1.09M. The largest seller was Leo Brokerage, exiting entirely with an estimated $1.81M sold.

  • 47 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q1 2021, down from 50 in Q4 2020.
  • Funds reported $49.6M of Neuberger Municipal Fund Inc stock for Q1 2021, up 48% quarter-over-quarter.
  • 4 funds opened new Neuberger Municipal Fund Inc positions in Q1 2021 and 5 closed out, a net change of -1 holder.
  • The largest Neuberger Municipal Fund Inc buyer in Q1 2021 was Guggenheim Capital, an estimated $1.09M added.
  • The largest Neuberger Municipal Fund Inc seller in Q1 2021 was Leo Brokerage, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2021.