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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 $16.4M invested in Neuberger Berman New York Municipal Fund Inc. in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $15.2M → $16.4M (+$1.19M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.83M +$158K +16,495 +4%
SCM
2
Saba Capital Management
New York
$2.96M +$218K +22,753 +8%
KIM
3
Karpus Investment Management
New York
$1.93M -$7.7K -804 -0.4%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.33M -$34.5K -3,607 -3%
GC
5
Guggenheim Capital
Illinois
$848K +$116K +12,106 +16%
SIA
6
Sit Investment Associates
Minnesota
$832K +$836K +87,321 New
UBS Group
7
UBS Group
Switzerland
$653K -$119K -12,447 -15%
MC
8
Matisse Capital
Oregon
$486K
SIA
9
SkyView Investment Advisors
New Jersey
$477K
Wells Fargo
10
Wells Fargo
California
$397K -$20.1K -2,096 -5%
BA
11
Bridgewater Advisors
New York
$362K
HighTower Advisors
12
HighTower Advisors
Illinois
$333K
BI
13
Bulldog Investors
New Jersey
$333K
LSC
14
Logan Stone Capital
Illinois
$311K -$3.07K -321 -1%
MSL
15
Mackay Shields LLC
New York
$245K
AC
16
Almitas Capital
California
$245K +$243K +25,412 New
KWMG
17
King Wealth Management Group
Florida
$211K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$169K
HKAM
19
Horizon Kinetics Asset Management
New York
$155K -$6.94K -725 -4%
DWM
20
Dakota Wealth Management
Florida
$112K
Bank of America
21
Bank of America
North Carolina
$108K
SPIA
22
Steward Partners Investment Advisory
New York
$90.5K
Osaic Holdings
23
Osaic Holdings
Arizona
$21.9K
MWM
24
Melfa Wealth Management
Massachusetts
-$107K -11,099 Closed
BAM
25
Belpointe Asset Management
Nevada
-$105K -10,898 Closed

NBO Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Neuberger Berman New York Municipal Fund Inc. (NBO) for Q2 2023, worth a combined $16.4M — up 7.8% from $15.2M a quarter earlier.

Fund positioning in NBO was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 6 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $836K. The largest seller was UBS Group, cutting an estimated $119K.

  • 23 institutional investors held Neuberger Berman New York Municipal Fund Inc. (NBO) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $16.4M of Neuberger Berman New York Municipal Fund Inc. stock for Q2 2023, up 7.8% quarter-over-quarter.
  • 2 funds opened new Neuberger Berman New York Municipal Fund Inc. positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest Neuberger Berman New York Municipal Fund Inc. buyer in Q2 2023 was Sit Investment Associates, an estimated $836K added.
  • The largest Neuberger Berman New York Municipal Fund Inc. seller in Q2 2023 was UBS Group, an estimated $119K sold.

Based on aggregated 13F filings for Q2 2023.