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NBH

Neuberger Municipal Fund Inc

79 hedge funds and large institutions have $110M invested in Neuberger Municipal Fund Inc in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

173% more capital invested

Capital invested by funds: $40.1M → $110M (+$69.5M)

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

36% more funds holding

Funds holding: 5879 (+21)

21.55% more ownership

Funds ownership: 23.08%44.63% (+22%)

Holders
79
Holders Change
+21
Holders Change %
+36.21%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
29
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$19.6M +$17.1M +1,779,070 +1,605%
Morgan Stanley
2
Morgan Stanley
New York
$16.1M +$12.2M +1,273,135 +446%
RCM
3
Rivernorth Capital Management
Florida
$8.84M +$3.16M +329,023 +63%
SIA
4
Sit Investment Associates
Minnesota
$7.94M +$7.36M +766,750 New
UBS Group
5
UBS Group
Switzerland
$4.69M +$2.19M +228,410 +102%
1CP
6
1607 Capital Partners
Virginia
$4.67M +$240K +25,000 +6%
LSC
7
Logan Stone Capital
Illinois
$4.56M +$2.44M +253,896 +136%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.85M +$268K +27,971 +8%
AA
9
AQR Arbitrage
Connecticut
$2.34M +$260K +27,151 +14%
VanEck Associates
10
VanEck Associates
New York
$2.34M +$965K +100,607 +80%
MWM
11
Melfa Wealth Management
Massachusetts
$2.31M +$1.81M +188,463 +537%
Cohen & Steers
12
Cohen & Steers
New York
$2.25M -$126K -13,093 -6%
GC
13
Guggenheim Capital
Illinois
$2.13M +$595K +62,069 +43%
AAM
14
Advisors Asset Management
Colorado
$1.94M +$298K +31,041 +20%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$1.88M +$1.74M +181,818 New
RCM
16
Robinson Capital Management
Michigan
$1.57M +$1.46M +152,387 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.41M -$43.9K -4,580 -3%
MC
18
Matisse Capital
Oregon
$1.32M +$1.22M +127,508 New
Bank of America
19
Bank of America
North Carolina
$1.27M +$174K +18,137 +17%
Wells Fargo
20
Wells Fargo
California
$1.26M +$612K +63,753 +111%
Invesco
21
Invesco
Georgia
$1.05M +$170K +17,760 +21%
ACA
22
Ackerman Capital Advisors
Texas
$967K +$896K +93,389 New
AWA
23
Arete Wealth Advisors
Illinois
$898K
RJA
24
Raymond James & Associates
Florida
$858K +$185K +19,284 +30%
LCM
25
Landscape Capital Management
New Jersey
$855K +$633K +65,993 +397%

NBH Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q4 2023, worth a combined $110M — up 173% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NBH positions and 7 closed out — a net gain of 21 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17.1M. The largest seller was Moors & Cabot, exiting entirely with an estimated $749K sold.

  • 79 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $110M of Neuberger Municipal Fund Inc stock for Q4 2023, up 173% quarter-over-quarter.
  • 28 funds opened new Neuberger Municipal Fund Inc positions in Q4 2023 and 7 closed out, a net change of +21 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q4 2023 was Saba Capital Management, an estimated $17.1M added.
  • The largest Neuberger Municipal Fund Inc seller in Q4 2023 was Moors & Cabot, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2023.