NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

64 hedge funds and large institutions have $273M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
31
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$5.47M
2
KIM
Karpus Investment Management
New York
+$5.32M
3
SCM
Saba Capital Management
New York
+$3.69M
4
WP
Woodline Partners
California
+$3.35M
5
Wells Fargo
Wells Fargo
California
+$3.3M

Top Sellers

1
WAM
Weiss Asset Management
Massachusetts
-$5.68M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.57M
3
WAM
Wolverine Asset Management
Illinois
-$2.46M
4
COLIM
City of London Investment Management
United Kingdom
-$2.34M
5
SIA
Sit Investment Associates
Minnesota
-$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$942K +$67.7K +6,505 +8%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$834K +$119K +11,478 +17%
HighTower Advisors
28
HighTower Advisors
Illinois
$794K +$307K +29,579 +63%
SFS
29
Shaker Financial Services
Virginia
$723K +$136K +13,081 +23%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$673K +$180K +17,251 +36%
Osaic Holdings
31
Osaic Holdings
Arizona
$635K +$22.7K +2,243 +4%
CWM
32
Cornerstone Wealth Management
Missouri
$630K +$630K +60,540 New
Stifel Financial
33
Stifel Financial
Missouri
$597K -$85K -8,166 -12%
DWM
34
Dakota Wealth Management
Florida
$595K +$69.8K +6,705 +13%
OC
35
Oppenheimer & Co
New York
$564K +$113K +10,900 +25%
SIA
36
SkyView Investment Advisors
New Jersey
$521K +$521K +50,000 New
Invesco
37
Invesco
Georgia
$516K -$86.2K -8,276 -14%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$358K +$25K +2,397 +7%
HH
39
Hilltop Holdings
Texas
$341K – – –
WS
40
Wedbush Securities
California
$317K -$7.97K -766 -2%
IA
41
IFP Advisors
Florida
$274K +$30.2K +1,511 +12%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$254K +$3.06K +295 +1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$243K +$36.4K +3,500 +18%
EP
44
Eudaimonia Partners
Tennessee
$198K +$10.9K +1,049 +6%
RJA
45
Raymond James & Associates
Florida
$188K -$33.9K -3,261 -15%
LPL Financial
46
LPL Financial
California
$166K -$28.4K -2,731 -15%
OBWG
47
Onyx Bridge Wealth Group
New York
$159K – – –
IP
48
Ignite Planners
California
$156K -$5.07K -500 -3%
NFSG
49
Newbridge Financial Services Group
Florida
$149K -$25.7K -2,470 -15%
ACM
50
AlphaStar Capital Management
North Carolina
$135K +$135K +12,948 New
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