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NBXG

Neuberger Next Generation Connectivity Fund Inc
NBXG

40 hedge funds and large institutions have $191M invested in Neuberger Next Generation Connectivity Fund Inc in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

0.96% more ownership

Funds ownership: 17.36% → 18.33% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less funds holding

Funds holding: 47 → 40 (-7)

15% less capital invested

Capital invested by funds: $225M → $191M (-$34.2M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
9
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.07M
2
Bank of America
Bank of America
North Carolina
+$5.09M
3
BI
Bulldog Investors
New Jersey
+$4.14M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.78M
5
1CP
1607 Capital Partners
Virginia
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$9.36M
2
CCP
Clough Capital Partners
Massachusetts
-$3.56M
3
MC
Matisse Capital
Oregon
-$2.08M
4
RCM
Rivernorth Capital Management
Florida
-$1.94M
5
WAM
Weiss Asset Management
Massachusetts
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$309K +$104K +7,168 +48%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$292K +$132K +9,141 +78%
DWM
28
Dakota Wealth Management
Florida
$291K – – –
IP
29
Ignite Planners
California
$245K -$3.62K -250 -1%
Invesco
30
Invesco
Georgia
$232K +$241K +16,660 New
OBWG
31
Onyx Bridge Wealth Group
New York
$188K – – –
KPWS
32
Kestra Private Wealth Services
Texas
$159K +$17.8K +1,231 +12%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$157K -$11.4K -790 -7%
TP
34
Tranquility Partners
Tennessee
$147K -$1.11K -77 -0.7%
NFSG
35
Newbridge Financial Services Group
Florida
$91K +$9.76K +674 +12%
SPIA
36
Steward Partners Investment Advisory
New York
$22K -$59K -4,078 -72%
SWM
37
Sugarloaf Wealth Management
Georgia
$6K +$116 +8 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.34K +300 New
CIAS
39
CFS Investment Advisory Services
New Jersey
$3K +$505K +34,875 New
CCP
40
Clough Capital Partners
Massachusetts
– -$3.56M -205,700 Closed
MC
41
Matisse Capital
Oregon
– -$2.08M -120,000 Closed
WAM
42
Weiss Asset Management
Massachusetts
– -$1.32M -76,608 Closed
Walleye Capital
43
Walleye Capital
New York
– -$1.08M -62,591 Closed
Jane Street
44
Jane Street
New York
– -$922K -53,268 Closed
WS
45
Wedbush Securities
California
– -$801K -46,274 Closed
Truist Financial
46
Truist Financial
North Carolina
– -$558K -32,255 Closed
Bank of New York Mellon
47
Bank of New York Mellon
New York
– -$503K -29,070 Closed
PAG
48
Private Advisor Group
New Jersey
– -$455K -26,282 Closed
MW
49
Marcum Wealth
Ohio
– -$260K -15,000 Closed
MIG
50
Mariner Investment Group
New York
– -$260K -15,000 Closed
1
2
3

NBXG Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q1 2022, worth a combined $191M — down 15% from $225M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NBXG and 11 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $6.07M. The largest seller was City of London Investment Management, cutting an estimated $9.36M.

  • 40 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q1 2022, down from 47 in Q4 2021.
  • Funds reported $191M of Neuberger Next Generation Connectivity Fund Inc stock for Q1 2022, down 15% quarter-over-quarter.
  • 11 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q1 2022 and 17 closed out, a net change of -6 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q1 2022 was Morgan Stanley, an estimated $6.07M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q1 2022 was City of London Investment Management, an estimated $9.36M sold.

Based on aggregated 13F filings for Q1 2022.