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NBXG

Neuberger Next Generation Connectivity Fund Inc
NBXG

52 hedge funds and large institutions have $180M invested in Neuberger Next Generation Connectivity Fund Inc in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

30% more funds holding

Funds holding: 40 → 52 (+12)

5.81% more ownership

Funds ownership: 18.33% → 24.14% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $191M → $180M (-$11.4M)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$13.3M
2
Lazard Asset Management
Lazard Asset Management
New York
+$7.4M
3
SCM
Saba Capital Management
New York
+$5.73M
4
1CP
1607 Capital Partners
Virginia
+$3.36M
5
WAM
Weiss Asset Management
Massachusetts
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.96M
2
KIM
Karpus Investment Management
New York
-$995K
3
Morgan Stanley
Morgan Stanley
New York
-$988K
4
UBS Group
UBS Group
Switzerland
-$218K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$79.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
H6H
26
Hightower 6M Holding
Kansas
$597K +$677K +60,180 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$586K +$146K +12,965 +28%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$555K +$23.7K +2,106 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$539K +$601K +53,407 New
SFS
30
Shaker Financial Services
Virginia
$529K -$19.1K -1,702 -3%
Stifel Financial
31
Stifel Financial
Missouri
$479K -$30.3K -2,697 -5%
Invesco
32
Invesco
Georgia
$462K +$336K +29,907 +180%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$348K +$85.5K +7,600 +28%
OC
34
Oppenheimer & Co
New York
$339K +$135K +11,991 +54%
HH
35
Hilltop Holdings
Texas
$337K +$113K +10,070 +42%
WS
36
Wedbush Securities
California
$319K +$362K +32,154 New
LPL Financial
37
LPL Financial
California
$282K +$320K +28,425 New
DWM
38
Dakota Wealth Management
Florida
$206K -$787 -70 -0.3%
IP
39
Ignite Planners
California
$201K -$19.7K -1,750 -8%
OBWG
40
Onyx Bridge Wealth Group
New York
$168K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$163K -$50.7K -4,507 -22%
KPW
42
Kore Private Wealth
New York
$159K +$181K +16,075 New
NFSG
43
Newbridge Financial Services Group
Florida
$138K +$83K +7,379 +114%
TP
44
Tranquility Partners
Tennessee
$126K +$24.8K +2,202 +21%
KPWS
45
Kestra Private Wealth Services
Texas
$106K -$8.13K -723 -6%
AFO
46
Allie Family Office
Florida
$99K +$112K +10,000 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$93K -$21.4K -1,901 -17%
Bessemer Group
48
Bessemer Group
New Jersey
$41K +$46K +4,088 New
SPIA
49
Steward Partners Investment Advisory
New York
$16K – – –
SWM
50
Sugarloaf Wealth Management
Georgia
$4K +$135 +12 +3%
1
2
3

NBXG Hedge Fund Activity: Q2 2022 in Review

52 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q2 2022, worth a combined $180M — down 6% from $191M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBXG positions and 4 closed out — a net gain of 12 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $13.3M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.96M sold.

  • 52 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q2 2022, up from 40 in Q1 2022.
  • Funds reported $180M of Neuberger Next Generation Connectivity Fund Inc stock for Q2 2022, down 6% quarter-over-quarter.
  • 16 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q2 2022 and 4 closed out, a net change of +12 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q2 2022 was City of London Investment Management, an estimated $13.3M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q2 2022 was Raymond James & Associates, an estimated $1.96M sold.

Based on aggregated 13F filings for Q2 2022.