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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 $15M invested in Neuberger Berman New York Municipal Fund Inc. in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $15.3M → $15M (-$368K)

4% less funds holding

Funds holding: 2827 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.12M +$607K +64,398 +24%
KIM
2
Karpus Investment Management
New York
$2.41M -$682K -72,287 -22%
SCM
3
Saba Capital Management
New York
$1.85M +$523K +55,497 +39%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.38M +$120K +12,735 +10%
UBS Group
5
UBS Group
Switzerland
$957K -$65.6K -6,953 -6%
BI
6
Bulldog Investors
New Jersey
$659K
Wells Fargo
7
Wells Fargo
California
$556K +$256K +27,107 +85%
GC
8
Guggenheim Capital
Illinois
$501K -$358K -37,961 -42%
MC
9
Matisse Capital
Oregon
$481K
RJA
10
Raymond James & Associates
Florida
$437K +$437K +46,338 New
BA
11
Bridgewater Advisors
New York
$359K
HighTower Advisors
12
HighTower Advisors
Illinois
$329K
LSC
13
Logan Stone Capital
Illinois
$245K +$125K +13,214 +104%
MSL
14
Mackay Shields LLC
New York
$243K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$217K -$153K -16,250 -41%
KWMG
16
King Wealth Management Group
Florida
$209K -$24.5K -2,600 -10%
MWM
17
Melfa Wealth Management
Massachusetts
$198K +$198K +20,999 New
IA
18
IFP Advisors
Florida
$189K -$78.6K -8,332 -34%
HKAM
19
Horizon Kinetics Asset Management
New York
$160K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$137K +$137K +14,575 New
EH
21
Equitable Holdings
New York
$111K -$3.77K -400 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$89.6K +$4.71K +500 +6%
Bank of America
23
Bank of America
North Carolina
$87.1K -$59.4K -6,302 -41%
Osaic Holdings
24
Osaic Holdings
Arizona
$22K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$5K

NBO Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q4 2022, worth a combined $15M — down 2.4% from $15.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NBO and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $607K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.21M sold.

  • 27 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q4 2022, down from 28 in Q3 2022.
  • Funds reported $15M of Neuberger Berman New York Municipal Fund Inc. stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 3 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q4 2022 and 4 closed out, a net change of -1 holder.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q4 2022 was Morgan Stanley, an estimated $607K added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q4 2022 was Rivernorth Capital Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2022.