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NBO

Neuberger Berman New York Municipal Fund Inc.

Delisted

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

23 hedge funds and large institutions have $15.2M invested in Neuberger Berman New York Municipal Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $15M → $15.2M (+$287K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less funds holding

Funds holding: 2723 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.71M +$526K +54,248 +16%
SCM
2
Saba Capital Management
New York
$2.77M +$884K +91,205 +46%
KIM
3
Karpus Investment Management
New York
$1.96M -$509K -52,517 -21%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.37M -$29.3K -3,017 -2%
UBS Group
5
UBS Group
Switzerland
$779K -$198K -20,458 -20%
GC
6
Guggenheim Capital
Illinois
$740K +$230K +23,760 +45%
MC
7
Matisse Capital
Oregon
$490K
SIA
8
SkyView Investment Advisors
New Jersey
$482K +$485K +50,000 +50,000%
Wells Fargo
9
Wells Fargo
California
$421K -$147K -15,195 -26%
BA
10
Bridgewater Advisors
New York
$366K
HighTower Advisors
11
HighTower Advisors
Illinois
$336K
BI
12
Bulldog Investors
New Jersey
$336K -$339K -34,989 -50%
LSC
13
Logan Stone Capital
Illinois
$317K +$68.2K +7,029 +27%
MSL
14
Mackay Shields LLC
New York
$248K
KWMG
15
King Wealth Management Group
Florida
$213K
HKAM
16
Horizon Kinetics Asset Management
New York
$163K
DWM
17
Dakota Wealth Management
Florida
$114K +$114K +11,800 New
Bank of America
18
Bank of America
North Carolina
$109K +$20.1K +2,075 +22%
MWM
19
Melfa Wealth Management
Massachusetts
$107K -$96K -9,900 -47%
BAM
20
Belpointe Asset Management
Nevada
$105K +$106K +10,898 New
SPIA
21
Steward Partners Investment Advisory
New York
$91.4K
Osaic Holdings
22
Osaic Holdings
Arizona
$22.1K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$170 -$51.9K -5,350 -23%
RJA
24
Raymond James & Associates
Florida
-$437K -46,338 Closed
IA
25
IFP Advisors
Florida
-$189K -16,362 Closed

NBO Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q1 2023, worth a combined $15.2M — up 1.9% from $15M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NBO and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Saba Capital Management, adding an estimated $884K. The largest seller was Karpus Investment Management, cutting an estimated $509K.

  • 23 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $15.2M of Neuberger Berman New York Municipal Fund Inc. stock for Q1 2023, up 1.9% quarter-over-quarter.
  • 2 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q1 2023 and 6 closed out, a net change of -4 holders.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q1 2023 was Saba Capital Management, an estimated $884K added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q1 2023 was Karpus Investment Management, an estimated $509K sold.

Based on aggregated 13F filings for Q1 2023.