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NBO

Neuberger Berman New York Municipal Fund Inc.

Delisted

NBO was delisted on the 20th of October, 2023.

21 hedge funds and large institutions have $7.28M invested in Neuberger Berman New York Municipal Fund Inc. in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

10% less capital invested

Capital invested by funds: $8.12M → $7.28M (-$835K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.42M +$135K +11,661 +10%
MC
2
Matisse Capital
Oregon
$919K -$290K -25,005 -24%
Morgan Stanley
3
Morgan Stanley
New York
$622K -$459K -39,645 -42%
MIG
4
Mariner Investment Group
New York
$608K
Invesco
5
Invesco
Georgia
$536K -$27.9K -2,408 -5%
Bank of America
6
Bank of America
North Carolina
$480K +$23.2K +2,000 +5%
LCM
7
Landscape Capital Management
New Jersey
$428K +$134K +11,521 +45%
KWMG
8
King Wealth Management Group
Florida
$360K
HK
9
Horizon Kinetics
New York
$341K -$23.6K -2,033 -6%
Wells Fargo
10
Wells Fargo
California
$306K -$98.6K -8,509 -24%
CRC
11
Curi RMB Capital
Illinois
$305K +$21.9K +1,887 +8%
DA
12
Doliver Advisors
Texas
$274K -$35.9K -3,094 -11%
KIM
13
Karpus Investment Management
New York
$195K
HighTower Advisors
14
HighTower Advisors
Illinois
$149K +$151K +12,988 New
CAN
15
Cetera Advisor Networks
California
$128K +$129K +11,137 New
CC
16
Claybrook Capital
Massachusetts
$77K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$48K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$40K +$40.6K +3,500 +116,667%
WAM
19
Wolverine Asset Management
Illinois
$25K +$26.1K +2,249 New
AG
20
Advisor Group
Arizona
$20K -$32.1K -2,774 -62%
LCM
21
Laurion Capital Management
New York
-$277K -23,853 Closed
MML Investors Services
22
MML Investors Services
Massachusetts
-$173K -14,909 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
+$487 +42 New

NBO Hedge Fund Activity: Q2 2018 in Review

21 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q2 2018, worth a combined $7.28M — down 10% from $8.12M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NBO positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $151K. The largest seller was Morgan Stanley, cutting an estimated $459K.

  • 21 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q2 2018, up from 19 in Q1 2018.
  • Funds reported $7.28M of Neuberger Berman New York Municipal Fund Inc. stock for Q2 2018, down 10% quarter-over-quarter.
  • 4 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q2 2018 and 2 closed out, a net change of +2 holders.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q2 2018 was HighTower Advisors, an estimated $151K added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q2 2018 was Morgan Stanley, an estimated $459K sold.

Based on aggregated 13F filings for Q2 2018.