NML

Neuberger Berman Energy Infrastructure and Income Fund
NML

Overview Fund Activity

68 hedge funds and large institutions have $204M invested in Neuberger Berman Energy Infrastructure and Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.43M
2
KIA
2
Knollwood Investment Advisory
Maryland
$522K
3
OC
3
Oppenheimer & Co
New York
$1.36M
4
Wells Fargo
4
Wells Fargo
California
$2.35M
5
Cohen & Steers
5
Cohen & Steers
New York
$994K

Top Sellers

1
SC
1
Sessa Capital
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$53.4M
3
WP
3
Woodline Partners
California
$0
4
AAM
4
Advisors Asset Management
Colorado
$7.88M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$7.85M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$500K 72,683 -30,099 -29%
PA
27
PFG Advisors
Arizona
$416K 60,472 – –
CWM
28
Cornerstone Wealth Management
Missouri
$403K 58,513 +8,178 +16%
HighTower Advisors
29
HighTower Advisors
Illinois
$330K 48,088 +869 +2%
ACM
30
Antonetti Capital Management
Florida
$305K 44,400 +4,100 +10%
Truist Financial
31
Truist Financial
North Carolina
$274K 39,889 -432 -1%
ACP
32
Aveo Capital Partners
Colorado
$222K 32,223 +251 +0.8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$197K 28,580 +35 +0.1%
IA
34
IFG Advisory
Georgia
$184K 26,805 +26,805 New
Corient Private Wealth
35
Corient Private Wealth
Florida
$172K 25,000 +25,000 New
FNBOMD
36
First National Bank of Mount Dora
Florida
$147K 21,400 – –
SIA
37
SkyView Investment Advisors
New Jersey
$145K 21,079 – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$141K 20,488 +4,916 +32%
AC
39
Aristides Capital
Kentucky
$141K 20,456 – –
USCWA
40
U.S. Capital Wealth Advisors
Texas
$133K 19,287 – –
NA
41
NewEdge Advisors
Louisiana
$120K 17,411 -821 -5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$117K 17,066 +218 +1%
STA
43
Summit Trail Advisors
New York
$99.6K 14,471 +14,471 New
SWA
44
Stratos Wealth Advisors
Ohio
$96.3K 14,000 +14,000 New
SGCA
45
Steel Grove Capital Advisors
Tennessee
$94.2K 13,698 +63 +0.5%
PAG
46
Private Advisor Group
New Jersey
$94.1K 13,679 +44 +0.3%
GIA
47
Gladstone Institutional Advisory
Florida
$92.9K 13,510 +70 +0.5%
BEAM
48
Baker Ellis Asset Management
Washington
$86K 12,500 – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$85.3K 12,396 +115 +0.9%
KWM
50
Kingsview Wealth Management
Oregon
$71.3K 10,360 – –
1
2
3