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NML

Neuberger Energy Infrastructure and Income Fund Inc

70 hedge funds and large institutions have $133M invested in Neuberger Energy Infrastructure and Income Fund Inc in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $116M → $133M (+$16.6M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3.26% more ownership

Funds ownership: 41.57%44.84% (+3.3%)

1% more funds holding

Funds holding: 6970 (+1)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$74K +$4.23K +806 +6%
SP
52
Successful Portfolios
Florida
$67K
KWM
53
Kingsview Wealth Management
Oregon
$61K
Calamos Advisors
54
Calamos Advisors
Illinois
$57K
TI
55
Tidal Investments
Wisconsin
$52K
V
56
Veritable
Delaware
$52K
Nomura Holdings
57
Nomura Holdings
Japan
$52K +$52.5K +10,000 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$43K -$3.12K -594 -7%
EBA
59
Eagle Bay Advisors
New York
$40K -$50.4K -9,600 -56%
Citigroup
60
Citigroup
New York
$16K
PCA
61
Providence Capital Advisors
North Carolina
$16K +$15.8K +3,000 New
Bessemer Group
62
Bessemer Group
New Jersey
$11K +$11.3K +2,148 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$10K
SPIA
64
Steward Partners Investment Advisory
New York
$5K
CA
65
CoreCap Advisors
Michigan
$5K +$5.16K +983 New
LFG
66
Larson Financial Group
Missouri
$3K +$2.63K +500 New
NSIM
67
North Star Investment Management
Illinois
$2K
SIA
68
Sit Investment Associates
Minnesota
$2K +$1.52K +290 New
HighTower Advisors
69
HighTower Advisors
Illinois
-$73K -14,703 Closed
FIA
70
FNY Investment Advisers
New York
-$36K -7,500 Closed
TVWM
71
Tower View Wealth Management
Wisconsin
-$15K -3,000 Closed
NFG
72
Next Financial Group
Texas
-$13K -2,547 Closed
AWA
73
Arkadios Wealth Advisors
Georgia
-$3K -629 Closed
HI
74
Harbour Investments
Wisconsin
-$3K -600 Closed
EAM
75
Eukles Asset Management
Ohio
-$2K -416 Closed

NML Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Neuberger Energy Infrastructure and Income Fund Inc (NML) for Q4 2021, worth a combined $133M — up 14% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NML positions and 9 closed out — a net gain of 1 holder — while 16 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.23M. The largest seller was Matisse Capital, cutting an estimated $6.02M.

  • 70 institutional investors held Neuberger Energy Infrastructure and Income Fund Inc (NML) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $133M of Neuberger Energy Infrastructure and Income Fund Inc stock for Q4 2021, up 14% quarter-over-quarter.
  • 10 funds opened new Neuberger Energy Infrastructure and Income Fund Inc positions in Q4 2021 and 9 closed out, a net change of +1 holder.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc buyer in Q4 2021 was Morgan Stanley, an estimated $5.23M added.
  • The largest Neuberger Energy Infrastructure and Income Fund Inc seller in Q4 2021 was Matisse Capital, an estimated $6.02M sold.

Based on aggregated 13F filings for Q4 2021.