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NBO

Neuberger Berman New York Municipal Fund Inc.

Delisted

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

28 hedge funds and large institutions have $15.3M invested in Neuberger Berman New York Municipal Fund Inc. in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 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

8% more funds holding

Funds holding: 2628 (+2)

1% less capital invested

Capital invested by funds: $15.5M → $15.3M (-$182K)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% 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
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.04M -$648K -63,929 -16%
Morgan Stanley
2
Morgan Stanley
New York
$2.47M +$1.6M +157,630 +144%
SCM
3
Saba Capital Management
New York
$1.3M +$325K +32,102 +29%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.23M +$216K +21,331 +19%
RCM
5
Rivernorth Capital Management
Florida
$1.21M -$199K -19,667 -13%
UBS Group
6
UBS Group
Switzerland
$1M -$2.33K -230 -0.2%
GC
7
Guggenheim Capital
Illinois
$843K -$74.7K -7,366 -7%
BI
8
Bulldog Investors
New Jersey
$647K
MC
9
Matisse Capital
Oregon
$471K -$160K -15,780 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$363K -$52.2K -5,150 -12%
BA
11
Bridgewater Advisors
New York
$352K
HighTower Advisors
12
HighTower Advisors
Illinois
$323K +$101K +10,000 +40%
Wells Fargo
13
Wells Fargo
California
$295K +$14.4K +1,417 +5%
IA
14
IFP Advisors
Florida
$285K +$250K +24,694 New
DWM
15
Dakota Wealth Management
Florida
$245K -$94.3K -9,300 -26%
MSL
16
Mackay Shields LLC
New York
$238K
KWMG
17
King Wealth Management Group
Florida
$229K
HKAM
18
Horizon Kinetics Asset Management
New York
$157K -$127K -12,485 -42%
Bank of America
19
Bank of America
North Carolina
$144K -$15K -1,477 -9%
MIG
20
Mariner Investment Group
New York
$121K +$133K +13,126 New
LSC
21
Logan Stone Capital
Illinois
$118K -$50.4K -4,971 -28%
EH
22
Equitable Holdings
New York
$112K -$13.2K -1,300 -10%
SPIA
23
Steward Partners Investment Advisory
New York
$83K
CHA
24
Carmichael Hill & Associates
Maryland
$24K
Osaic Holdings
25
Osaic Holdings
Arizona
$21K -$29.4K -2,903 -56%

NBO Hedge Fund Activity: Q3 2022 in Review

28 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q3 2022, worth a combined $15.3M — down 1.2% from $15.5M 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 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Karpus Investment Management, cutting an estimated $648K.

  • 28 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q3 2022, up from 26 in Q2 2022.
  • Funds reported $15.3M of Neuberger Berman New York Municipal Fund Inc. stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 4 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q3 2022 and 2 closed out, a net change of +2 holders.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q3 2022 was Morgan Stanley, an estimated $1.6M added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q3 2022 was Karpus Investment Management, an estimated $648K sold.

Based on aggregated 13F filings for Q3 2022.