NML

Neuberger Berman Energy Infrastructure and Income Fund
NML

Overview Fund Activity

65 hedge funds and large institutions have $241M invested in Neuberger Berman Energy Infrastructure and Income Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
23
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.2M
2
MC
2
Matisse Capital
Oregon
$2.03M
3
UBS Group
3
UBS Group
Switzerland
$2.76M
4
COLIM
4
City of London Investment Management
United Kingdom
$52.7M
5
AAM
5
Advisors Asset Management
Colorado
$8.77M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$33.1M
2
AW
2
Atlas Wealth
Ohio
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$134K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$673K
5
LSC
5
Logan Stone Capital
Illinois
$397K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$73.9K -$20.5K -2,981 -22%
SOA
52
Sea Otter Advisors
Florida
$68.8K – – –
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$61.5K +$61.5K +8,944 New
MMG
54
Monetary Management Group
Missouri
$48.2K – – –
EBA
55
Eagle Bay Advisors
New York
$33.7K – – –
SWM
56
Spire Wealth Management
Virginia
$31.1K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$27.7K -$11K -1,600 -28%
Citigroup
58
Citigroup
New York
$20.6K – – –
IA
59
IFP Advisors
Florida
$10.5K +$268 +39 +3%
SIA
60
Sit Investment Associates
Minnesota
$6K – – –
LFG
61
Larson Financial Group
Missouri
$3.44K – – –
VWM
62
Venturi Wealth Management
Texas
$2.75K – – –
NSIM
63
North Star Investment Management
Illinois
$2.68K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$1.04K – – –
SIS
65
Sound Income Strategies
Florida
$337 – – –
AW
66
Atlas Wealth
Ohio
– -$1.07M -156,104 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$128K -18,589 Closed
BEAM
68
Baker Ellis Asset Management
Washington
– -$86K -12,500 Closed
RCM
69
Robinson Capital Management
Michigan
– -$15.6K -2,400 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
– -$13.8K -2,000 Closed
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
– -$6.6K -959 Closed
GI
72
Gradient Investments
Minnesota
– -$688 -100 Closed
EC
73
Elequin Capital
New York
– -$688 -100 Closed
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