We are live on ! Find out more
NML

Neuberger Energy Infrastructure and Income Fund Inc

81 hedge funds and large institutions have $181M invested in Neuberger Energy Infrastructure and Income Fund Inc in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

7% more funds holding

Funds holding: 7681 (+5)

2% less capital invested

Capital invested by funds: $184M → $181M (-$3.09M)

3.44% less ownership

Funds ownership: 39.63%36.18% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
27
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$765K -$89K -10,236 -11%
LPL Financial
27
LPL Financial
California
$761K +$139K +16,034 +23%
KIA
28
Knollwood Investment Advisory
Maryland
$681K
IFG
29
Independent Financial Group
California
$589K +$406K +46,650 +233%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$454K +$292K +33,560 +189%
Calamos Advisors
31
Calamos Advisors
Illinois
$437K +$82.8K +9,515 +24%
NA
32
NewEdge Advisors
Louisiana
$416K +$5.56K +639 +1%
HighTower Advisors
33
HighTower Advisors
Illinois
$366K -$66.7K -7,671 -16%
BAMF
34
BI Asset Management Fondsmaeglerselskab
Denmark
$348K +$6.89K +792 +2%
AWA
35
Arete Wealth Advisors
Illinois
$291K +$17.4K +2,000 +6%
SWA
36
Stratos Wealth Advisors
Ohio
$283K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$282K -$10K -1,154 -3%
Invesco
38
Invesco
Georgia
$279K -$644 -74 -0.2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$271K +$43.5K +5,001 +20%
AW
40
Alteri Wealth
California
$252K +$248K +28,500 New
SA
41
Sanctuary Advisors
Indiana
$238K -$30.8K -3,542 -12%
Truist Financial
42
Truist Financial
North Carolina
$226K +$11.6K +1,330 +5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$221K +$12.1K +1,386 +6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$182K +$88.6K +10,184 +98%
AHL
45
Abel Hall LLC
Louisiana
$177K
CL
46
Choreo LLC
Illinois
$162K -$232K -26,618 -59%
SIA
47
Sit Investment Associates
Minnesota
$158K
FNBOMD
48
First National Bank of Mount Dora
Florida
$155K -$33.9K -3,900 -18%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$147K
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
$144K +$142K +16,300 New

NML Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Neuberger Energy Infrastructure and Income Fund Inc (NML) for Q4 2024, worth a combined $181M — down 1.7% from $184M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NML positions and 5 closed out — a net gain of 7 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.52M. The largest seller was City of London Investment Management, cutting an estimated $10.5M.

  • 81 institutional investors held Neuberger Energy Infrastructure and Income Fund Inc (NML) as of Q4 2024, up from 76 in Q3 2024.
  • Funds reported $181M of Neuberger Energy Infrastructure and Income Fund Inc stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 12 funds opened new Neuberger Energy Infrastructure and Income Fund Inc positions in Q4 2024 and 5 closed out, a net change of +7 holders.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc buyer in Q4 2024 was Bank of America, an estimated $3.52M added.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc seller in Q4 2024 was City of London Investment Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.