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NBH

Neuberger Municipal Fund Inc

86 hedge funds and large institutions have $109M invested in Neuberger Municipal Fund Inc in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

9% more funds holding

Funds holding: 7986 (+7)

0% less capital invested

Capital invested by funds: $110M → $109M (-$541K)

0.7% less ownership

Funds ownership: 44.63%43.93% (-0.7%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
19
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$19.8M +$31 +3 +0%
SIA
2
Sit Investment Associates
Minnesota
$10.8M +$2.77M +267,747 +35%
RCM
3
Rivernorth Capital Management
Florida
$8.94M
Morgan Stanley
4
Morgan Stanley
New York
$8.42M -$7.82M -754,361 -48%
1CP
5
1607 Capital Partners
Virginia
$4.9M +$178K +17,198 +4%
UBS Group
6
UBS Group
Switzerland
$4.81M +$65.9K +6,360 +1%
LSC
7
Logan Stone Capital
Illinois
$4.44M -$173K -16,666 -4%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.14M -$741K -71,485 -19%
VanEck Associates
9
VanEck Associates
New York
$2.44M +$71.9K +6,941 +3%
MWM
10
Melfa Wealth Management
Massachusetts
$2.35M +$4.62K +446 +0.2%
AA
11
AQR Arbitrage
Connecticut
$2.34M -$23.4K -2,258 -1%
Cohen & Steers
12
Cohen & Steers
New York
$2.27M
AAM
13
Advisors Asset Management
Colorado
$1.91M -$54K -5,212 -3%
BI
14
Bulldog Investors
New Jersey
$1.88M +$1.55M +149,215 +494%
RCM
15
Robinson Capital Management
Michigan
$1.54M
Bank of America
16
Bank of America
North Carolina
$1.45M +$163K +15,764 +13%
MC
17
Matisse Capital
Oregon
$1.42M +$87K +8,392 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.36M -$63.6K -6,140 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.23M +$1.21M +117,158 New
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$1.19M -$703K -67,867 -37%
ACA
21
Ackerman Capital Advisors
Texas
$1.17M +$188K +18,182 +19%
PAS
22
Park Avenue Securities
New York
$1.16M +$1.15M +110,571 New
Wells Fargo
23
Wells Fargo
California
$1.14M -$128K -12,392 -10%
WA
24
Whitebox Advisors
Minnesota
$976K +$966K +93,225 New
AWA
25
Arete Wealth Advisors
Illinois
$908K

NBH Hedge Fund Activity: Q1 2024 in Review

86 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Neuberger Municipal Fund Inc (NBH) for Q1 2024, worth a combined $109M — down 0.49% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBH positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.77M. The largest seller was Morgan Stanley, cutting an estimated $7.82M.

  • 86 institutional investors held Neuberger Municipal Fund Inc (NBH) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $109M of Neuberger Municipal Fund Inc stock for Q1 2024, down 0.49% quarter-over-quarter.
  • 15 funds opened new Neuberger Municipal Fund Inc positions in Q1 2024 and 6 closed out, a net change of +9 holders.
  • The largest Neuberger Municipal Fund Inc buyer in Q1 2024 was Sit Investment Associates, an estimated $2.77M added.
  • The largest Neuberger Municipal Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $7.82M sold.

Based on aggregated 13F filings for Q1 2024.