NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

71 hedge funds and large institutions have $282M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
32
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$4.78M
2
Morgan Stanley
Morgan Stanley
New York
+$4.45M
3
UBS Group
UBS Group
Switzerland
+$2.42M
4
Wells Fargo
Wells Fargo
California
+$1.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.46M
2
QC
Quantedge Capital
Singapore
-$2.37M
3
CA
Cornerstone Advisors
North Carolina
-$2.36M
4
CCP
Clough Capital Partners
Massachusetts
-$1.97M
5
RL
RPO LLC
Connecticut
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$904K +$13.7K +1,310 +2%
CWM
27
Cornerstone Wealth Management
Missouri
$877K +$145K +13,878 +20%
Millennium Management
28
Millennium Management
New York
$808K +$460K +44,143 +132%
Stifel Financial
29
Stifel Financial
Missouri
$775K +$49.7K +4,774 +7%
DWM
30
Dakota Wealth Management
Florida
$737K +$56.5K +5,425 +8%
OC
31
Oppenheimer & Co
New York
$614K -$34.6K -3,316 -5%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$590K +$63.6K +6,107 +12%
AGM
33
Alpine Global Management
New York
$575K +$335K +32,120 +139%
SIA
34
SkyView Investment Advisors
New Jersey
$521K – – –
Fisher Asset Management
35
Fisher Asset Management
Washington
$432K +$432K +41,490 New
RJA
36
Raymond James & Associates
Florida
$424K +$104K +10,018 +33%
LPL Financial
37
LPL Financial
California
$418K +$163K +15,615 +64%
KACA
38
Kayne Anderson Capital Advisors
California
$377K +$377K +36,200 New
HH
39
Hilltop Holdings
Texas
$326K -$4.17K -400 -1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$300K -$22K -2,109 -7%
CA
41
Claro Advisors
Massachusetts
$274K +$59.6K +5,723 +28%
WS
42
Wedbush Securities
California
$267K -$38.3K -3,665 -13%
Comerica Bank
43
Comerica Bank
Texas
$250K +$250K +24,037 New
Invesco
44
Invesco
Georgia
$233K -$103K -9,920 -31%
EP
45
Eudaimonia Partners
Tennessee
$214K +$5.78K +555 +3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$195K -$29.2K -2,799 -13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$180K +$180K +17,274 New
IP
48
Ignite Planners
California
$171K +$874 +86 +0.5%
NFSG
49
Newbridge Financial Services Group
Florida
$166K +$46.4K +4,451 +39%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$165K +$15.8K +1,514 +11%
1
2
3 4