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NBXG

Neuberger Next Generation Connectivity Fund Inc

71 hedge funds and large institutions have $282M invested in Neuberger Next Generation Connectivity Fund Inc 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

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 6871 (+3)

0.3% more ownership

Funds ownership: 34.11%34.41% (+0.3%)

4% less capital invested

Capital invested by funds: $293M → $282M (-$10.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$904K +$14.1K +1,310 +2%
CWM
27
Cornerstone Wealth Management
Missouri
$877K +$149K +13,878 +20%
Millennium Management
28
Millennium Management
New York
$808K +$475K +44,143 +132%
Stifel Financial
29
Stifel Financial
Missouri
$775K +$51.3K +4,774 +7%
DWM
30
Dakota Wealth Management
Florida
$737K +$58.4K +5,425 +8%
OC
31
Oppenheimer & Co
New York
$614K -$35.7K -3,316 -5%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$590K +$65.7K +6,107 +12%
AGM
33
Alpine Global Management
New York
$575K +$345K +32,120 +139%
SIA
34
SkyView Investment Advisors
New Jersey
$521K
Fisher Asset Management
35
Fisher Asset Management
Washington
$432K +$446K +41,490 New
RJA
36
Raymond James & Associates
Florida
$424K +$108K +10,018 +33%
LPL Financial
37
LPL Financial
California
$418K +$168K +15,615 +64%
KACA
38
Kayne Anderson Capital Advisors
California
$377K +$389K +36,200 New
HH
39
Hilltop Holdings
Texas
$326K -$4.3K -400 -1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$300K -$22.7K -2,109 -7%
CA
41
Claro Advisors
Massachusetts
$274K +$61.6K +5,723 +28%
WS
42
Wedbush Securities
California
$267K -$39.4K -3,665 -13%
Comerica Bank
43
Comerica Bank
Texas
$250K +$259K +24,037 New
Invesco
44
Invesco
Georgia
$233K -$107K -9,920 -31%
EP
45
Eudaimonia Partners
Tennessee
$214K +$5.97K +555 +3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$195K -$30.1K -2,799 -13%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$180K +$186K +17,274 New
IP
48
Ignite Planners
California
$171K +$925 +86 +0.5%
NFSG
49
Newbridge Financial Services Group
Florida
$166K +$47.9K +4,451 +39%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$165K +$16.3K +1,514 +11%

NBXG Hedge Fund Activity: Q3 2023 in Review

71 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q3 2023, worth a combined $282M — down 3.6% from $293M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NBXG positions and 7 closed out — a net gain of 3 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $4.93M. The largest seller was City of London Investment Management, cutting an estimated $3.58M.

  • 71 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $282M of Neuberger Next Generation Connectivity Fund Inc stock for Q3 2023, down 3.6% quarter-over-quarter.
  • 10 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q3 2023 was Lazard Asset Management, an estimated $4.93M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q3 2023 was City of London Investment Management, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2023.