NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

68 hedge funds and large institutions have $293M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$3.17M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.28M
3
Morgan Stanley
Morgan Stanley
New York
+$1.56M
4
RL
RPO LLC
Connecticut
+$1.14M
5
1CP
1607 Capital Partners
Virginia
+$1.01M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$3.33M
2
SIA
Sit Investment Associates
Minnesota
-$2.09M
3
QC
Quantedge Capital
Singapore
-$1.58M
4
Millennium Management
Millennium Management
New York
-$716K
5
COLIM
City of London Investment Management
United Kingdom
-$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIWA
26
Prevail Innovative Wealth Advisors
Kansas
$995K +$995K +91,167 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$976K +$271K +24,802 +38%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$933K +$58.8K +5,392 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$894K +$56.3K +5,147 +7%
CWM
30
Cornerstone Wealth Management
Missouri
$767K +$107K +9,783 +16%
Stifel Financial
31
Stifel Financial
Missouri
$760K +$134K +12,294 +21%
DWM
32
Dakota Wealth Management
Florida
$712K +$88.9K +8,150 +14%
OC
33
Oppenheimer & Co
New York
$679K +$87K +7,972 +15%
WAM
34
Weiss Asset Management
Massachusetts
$668K +$668K +61,273 New
Osaic Holdings
35
Osaic Holdings
Arizona
$649K -$36.1K -3,304 -5%
SFS
36
Shaker Financial Services
Virginia
$646K -$112K -10,311 -15%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$551K +$176K +16,099 +47%
SIA
38
SkyView Investment Advisors
New Jersey
$546K – – –
Millennium Management
39
Millennium Management
New York
$364K -$716K -65,586 -66%
Invesco
40
Invesco
Georgia
$352K -$189K -17,308 -35%
HH
41
Hilltop Holdings
Texas
$346K -$11.5K -1,050 -3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$337K +$69.6K +6,382 +26%
RJA
43
Raymond James & Associates
Florida
$335K +$138K +12,644 +70%
WS
44
Wedbush Securities
California
$319K -$13.3K -1,215 -4%
LPL Financial
45
LPL Financial
California
$267K +$93.2K +8,539 +54%
AA
46
AQR Arbitrage
Connecticut
$256K +$256K +23,508 New
AGM
47
Alpine Global Management
New York
$252K +$252K +23,099 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$234K +$234K +21,490 New
CA
49
Claro Advisors
Massachusetts
$225K +$225K +20,615 New
EP
50
Eudaimonia Partners
Tennessee
$218K +$10.3K +940 +5%
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