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NBH

Neuberger Municipal Fund Inc

42 hedge funds and large institutions have $47.5M invested in Neuberger Municipal Fund Inc in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.92% less ownership

Funds ownership: 16.59%15.67% (-0.92%)

4% less capital invested

Capital invested by funds: $49.6M → $47.5M (-$2.11M)

11% less funds holding

Funds holding: 4742 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$15.2M -$720K -44,512 -5%
UBS Group
2
UBS Group
Switzerland
$7.54M +$897K +55,476 +13%
Bank of America
3
Bank of America
North Carolina
$2.05M -$71.9K -4,445 -3%
Morgan Stanley
4
Morgan Stanley
New York
$1.92M +$334K +20,639 +21%
GC
5
Guggenheim Capital
Illinois
$1.7M +$585K +36,167 +52%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.69M +$145K +8,952 +9%
RJA
7
Raymond James & Associates
Florida
$1.58M +$2.62K +162 +0.2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.52M +$22.9K +1,418 +2%
PMG
9
ProVise Management Group
Florida
$1.48M +$83.3K +5,150 +6%
BCWM
10
Bartlett & Co Wealth Management
Ohio
$1.39M +$7.52K +465 +0.5%
BC
11
Bartlett & Co
Ohio
$1.38M +$7.52K +465 +0.5%
Wells Fargo
12
Wells Fargo
California
$1.3M +$18.3K +1,131 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.16M +$90.3K +5,585 +8%
VanEck Associates
14
VanEck Associates
New York
$832K -$13.3K -822 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$582K +$37.6K +2,327 +7%
HKAM
16
Horizon Kinetics Asset Management
New York
$572K
Invesco
17
Invesco
Georgia
$539K -$125K -7,724 -19%
IWM
18
IHT Wealth Management
Illinois
$534K -$186K -11,498 -26%
SIC
19
Samalin Investment Counsel
New York
$524K -$51.8K -3,200 -9%
US Bancorp
20
US Bancorp
Minnesota
$459K
LPL Financial
21
LPL Financial
California
$447K -$109K -6,750 -20%
CF
22
Centaurus Financial
California
$439K -$6.07K -375 -1%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$326K -$162K -10,000 -33%
AF
24
Advisornet Financial
Minnesota
$291K +$12.9K +800 +5%
IWP
25
Icon Wealth Partners
Texas
$288K

NBH Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q2 2021, worth a combined $47.5M — down 4.2% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NBH and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was UBS Group, adding an estimated $897K. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $2.56M.

  • 42 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q2 2021, down from 47 in Q1 2021.
  • Funds reported $47.5M of Neuberger Municipal Fund Inc stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 1 fund opened new Neuberger Municipal Fund Inc positions in Q2 2021 and 6 closed out, a net change of -5 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q2 2021 was UBS Group, an estimated $897K added.
  • The largest Neuberger Municipal Fund Inc seller in Q2 2021 was Benjamin F. Edwards & Company, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2021.