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NML

Neuberger Energy Infrastructure and Income Fund Inc
NML

72 hedge funds and large institutions have $91.9M invested in Neuberger Energy Infrastructure and Income Fund Inc in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $77.3M → $91.9M (+$14.6M)

9% more funds holding

Funds holding: 66 → 72 (+6)

1.84% less ownership

Funds ownership: 40.43% → 38.59% (-1.8%)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
13
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$3.99M
2
COLIM
City of London Investment Management
United Kingdom
+$2.69M
3
RCM
Rivernorth Capital Management
Florida
+$811K
4
WAM
Wolverine Asset Management
Illinois
+$709K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$473K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.85M
2
LCM
Landscape Capital Management
New Jersey
-$2.67M
3
CRC
Curi RMB Capital
Illinois
-$1.38M
4
OFG
OTA Financial Group
New York
-$729K
5
QC
Quantedge Capital
Singapore
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
51
Successful Portfolios
Florida
$53K +$50.1K +12,700 New
KAS
52
Kestra Advisory Services
Texas
$48K +$548 +139 +1%
TI
53
Tidal Investments
Wisconsin
$42K – – –
V
54
Veritable
Delaware
$42K +$39.4K +10,000 New
Citigroup
55
Citigroup
New York
$33K -$19K -4,817 -38%
OIA
56
Optimum Investment Advisors
Illinois
$29K – – –
CFG
57
CKW Financial Group
Hawaii
$23K +$21.7K +5,500 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$21K – – –
FIA
59
FNY Investment Advisers
New York
$14K -$106K -26,850 -89%
HNB
60
Huntington National Bank
Ohio
$13K – – –
NFG
61
Next Financial Group
Texas
$11K – – –
TWP
62
TFO Wealth Partners
Ohio
$5K +$4.92K +1,248 New
SPIA
63
Steward Partners Investment Advisory
New York
$4.3K – – –
HI
64
Harbour Investments
Wisconsin
$3K +$2.37K +600 New
EAM
65
Eukles Asset Management
Ohio
$2K – – –
NFSG
66
Newbridge Financial Services Group
Florida
$2K – – –
NSIM
67
North Star Investment Management
Illinois
$2K – – –
MA
68
MUFG Americas
New York
$2K +$1.97K +500 New
APWA
69
Atlas Private Wealth Advisors
New Jersey
$1K – – –
JWA
70
JFS Wealth Advisors
Pennsylvania
$1K +$1.3K +330 New
SIS
71
Sound Income Strategies
Florida
$206 – – –
CRC
72
Curi RMB Capital
Illinois
– -$1.38M -410,108 Closed
BS
73
Boenning & Scattergood
Pennsylvania
– -$430K -127,500 Closed
VF
74
Virtu Financial
New York
– -$231K -68,507 Closed
VCWA
75
Vanguard Capital Wealth Advisors
Colorado
– -$153K -45,411 Closed
1 2
3
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NML Hedge Fund Activity: Q1 2021 in Review

72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Neuberger Energy Infrastructure and Income Fund Inc (NML) for Q1 2021, worth a combined $91.9M — up 19% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NML positions and 11 closed out — a net gain of 7 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $3.99M. The largest seller was Morgan Stanley, cutting an estimated $3.85M.

  • 72 institutional investors held Neuberger Energy Infrastructure and Income Fund Inc (NML) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $91.9M of Neuberger Energy Infrastructure and Income Fund Inc stock for Q1 2021, up 19% quarter-over-quarter.
  • 18 funds opened new Neuberger Energy Infrastructure and Income Fund Inc positions in Q1 2021 and 11 closed out, a net change of +7 holders.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc buyer in Q1 2021 was Cornerstone Advisors, an estimated $3.99M added.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc seller in Q1 2021 was Morgan Stanley, an estimated $3.85M sold.

Based on aggregated 13F filings for Q1 2021.