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NBH

Neuberger Municipal Fund Inc

46 hedge funds and large institutions have $47M invested in Neuberger Municipal Fund Inc in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more funds holding

Funds holding: 4246 (+4)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.11% less ownership

Funds ownership: 15.67%15.56% (-0.11%)

1% less capital invested

Capital invested by funds: $47.5M → $47M (-$447K)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12.6M -$2.62M -161,132 -17%
UBS Group
2
UBS Group
Switzerland
$8.78M +$1.28M +78,478 +17%
Bank of America
3
Bank of America
North Carolina
$2.06M +$20K +1,231 +1%
Morgan Stanley
4
Morgan Stanley
New York
$2M +$90.4K +5,559 +5%
GC
5
Guggenheim Capital
Illinois
$1.67M -$26.6K -1,638 -2%
RJA
6
Raymond James & Associates
Florida
$1.59M +$8.81K +542 +0.6%
KAS
7
Kestra Advisory Services
Texas
$1.53M +$1.55M +95,235 New
PMG
8
ProVise Management Group
Florida
$1.51M +$32.5K +2,000 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.5M -$21K -1,292 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.36M -$322K -19,804 -19%
BCWM
11
Bartlett & Co Wealth Management
Ohio
$1.3M -$82.9K -5,100 -6%
BC
12
Bartlett & Co
Ohio
$1.29M -$82.9K -5,100 -6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.09M -$68.9K -4,237 -6%
Wells Fargo
14
Wells Fargo
California
$1.01M -$289K -17,792 -22%
VanEck Associates
15
VanEck Associates
New York
$965K +$137K +8,411 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$946K +$959K +58,984 New
First Trust Advisors
17
First Trust Advisors
Illinois
$672K +$92.2K +5,675 +16%
LPL Financial
18
LPL Financial
California
$609K +$165K +10,141 +37%
HKAM
19
Horizon Kinetics Asset Management
New York
$571K
SIC
20
Samalin Investment Counsel
New York
$507K -$16.1K -988 -3%
US Bancorp
21
US Bancorp
Minnesota
$457K
CF
22
Centaurus Financial
California
$437K
WAAG
23
Wealth Alliance Advisory Group
Kansas
$325K
AF
24
Advisornet Financial
Minnesota
$317K +$26.8K +1,650 +9%
BHWM
25
Bar Harbor Wealth Management
New Hampshire
$268K +$10.2K +630 +4%

NBH Hedge Fund Activity: Q3 2021 in Review

46 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q3 2021, worth a combined $47M — down 0.94% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NBH positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.55M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $2.62M.

  • 46 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q3 2021, up from 42 in Q2 2021.
  • Funds reported $47M of Neuberger Municipal Fund Inc stock for Q3 2021, down 0.94% quarter-over-quarter.
  • 8 funds opened new Neuberger Municipal Fund Inc positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q3 2021 was Kestra Advisory Services, an estimated $1.55M added.
  • The largest Neuberger Municipal Fund Inc seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2021.