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NBO

Neuberger Berman New York Municipal Fund Inc.

Delisted

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

25 hedge funds and large institutions have $19M invested in Neuberger Berman New York Municipal Fund Inc. in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $19.4M → $19M (-$447K)

7% less funds holding

Funds holding: 2725 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.24M -$70.8K -5,314 -1%
RCM
2
Rivernorth Capital Management
Florida
$1.94M +$71.3K +5,355 +4%
GC
3
Guggenheim Capital
Illinois
$1.92M +$96K +7,213 +5%
UBS Group
4
UBS Group
Switzerland
$1.45M +$494K +37,121 +51%
Morgan Stanley
5
Morgan Stanley
New York
$1.19M -$51.9K -3,897 -4%
SCM
6
Saba Capital Management
New York
$1.17M -$351K -26,367 -23%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$978K -$259K -19,487 -21%
MC
8
Matisse Capital
Oregon
$843K
BA
9
Bridgewater Advisors
New York
$543K
DWM
10
Dakota Wealth Management
Florida
$491K
Wells Fargo
11
Wells Fargo
California
$432K +$13 +1 +0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$392K +$166K +12,500 +72%
HKAM
13
Horizon Kinetics Asset Management
New York
$388K
HighTower Advisors
14
HighTower Advisors
Illinois
$351K
MSL
15
Mackay Shields LLC
New York
$338K
KWMG
16
King Wealth Management Group
Florida
$332K
Invesco
17
Invesco
Georgia
$210K -$47.9K -3,594 -18%
RJA
18
Raymond James & Associates
Florida
$178K -$103K -7,741 -36%
KAS
19
Kestra Advisory Services
Texas
$151K
EH
20
Equitable Holdings
New York
$150K
Bank of America
21
Bank of America
North Carolina
$117K -$71.1K -5,340 -37%
Osaic Holdings
22
Osaic Holdings
Arizona
$70K +$40.1K +3,008 +131%
SPIA
23
Steward Partners Investment Advisory
New York
$66K
CHA
24
Carmichael Hill & Associates
Maryland
$34K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$7K

NBO Hedge Fund Activity: Q3 2021 in Review

25 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q3 2021, worth a combined $19M — down 2.3% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of NBO and 0 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was UBS Group, adding an estimated $494K. The largest seller was Saba Capital Management, cutting an estimated $351K.

  • 25 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q3 2021, down from 27 in Q2 2021.
  • Funds reported $19M of Neuberger Berman New York Municipal Fund Inc. stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 0 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q3 2021 and 1 closed out, a net change of -1 holder.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q3 2021 was UBS Group, an estimated $494K added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q3 2021 was Saba Capital Management, an estimated $351K sold.

Based on aggregated 13F filings for Q3 2021.