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NBO

Neuberger Berman New York Municipal Fund Inc.

Delisted

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

27 hedge funds and large institutions have $15.9M invested in Neuberger Berman New York Municipal Fund Inc. in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

11% more capital invested

Capital invested by funds: $14.3M → $15.9M (+$1.64M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 2827 (-1)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$4.94M +$1.36M +110,252 +38%
GC
2
Guggenheim Capital
Illinois
$1.72M +$24.5K +1,983 +1%
SCM
3
Saba Capital Management
New York
$1.49M
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.17M +$1.18M +95,485 New
Morgan Stanley
5
Morgan Stanley
New York
$1.15M +$52.7K +4,266 +5%
UBS Group
6
UBS Group
Switzerland
$890K +$274K +22,233 +44%
MC
7
Matisse Capital
Oregon
$789K +$643K +52,130 +434%
DWM
8
Dakota Wealth Management
Florida
$460K +$461K +37,370 New
Wells Fargo
9
Wells Fargo
California
$420K +$51.5K +4,169 +14%
HKAM
10
Horizon Kinetics Asset Management
New York
$363K
Invesco
11
Invesco
Georgia
$340K -$24.2K -1,962 -7%
HighTower Advisors
12
HighTower Advisors
Illinois
$328K +$12.3K +1,000 +4%
MSL
13
Mackay Shields LLC
New York
$317K
KWMG
14
King Wealth Management Group
Florida
$310K
RJA
15
Raymond James & Associates
Florida
$262K +$66.3K +5,369 +34%
Bank of America
16
Bank of America
North Carolina
$231K
BA
17
Bridgewater Advisors
New York
$166K +$162K +13,089 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$160K +$161K +13,075 New
KAS
19
Kestra Advisory Services
Texas
$142K -$108K -8,747 -43%
EH
20
Equitable Holdings
New York
$140K
SPIA
21
Steward Partners Investment Advisory
New York
$59K
CHA
22
Carmichael Hill & Associates
Maryland
$32K
Osaic Holdings
23
Osaic Holdings
Arizona
$28K -$21.9K -1,772 -44%
IAIM
24
International Assets Investment Management
Florida
$12K
TIM
25
Tortoise Investment Management
New York
$10K +$9.88K +800 New

NBO Hedge Fund Activity: Q1 2021 in Review

27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q1 2021, worth a combined $15.9M — up 11% from $14.3M a quarter earlier.

Fund positioning in NBO was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.36M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.31M sold.

  • 27 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q1 2021, down from 28 in Q4 2020.
  • Funds reported $15.9M of Neuberger Berman New York Municipal Fund Inc. stock for Q1 2021, up 11% quarter-over-quarter.
  • 5 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q1 2021 was Karpus Investment Management, an estimated $1.36M added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q1 2021 was Rivernorth Capital Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2021.