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NBXG

Neuberger Next Generation Connectivity Fund Inc

78 hedge funds and large institutions have $340M invested in Neuberger Next Generation Connectivity Fund Inc in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $282M → $340M (+$57.2M)

10% more funds holding

Funds holding: 7178 (+7)

5.03% more ownership

Funds ownership: 34.41%39.44% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
36
Reduced
11
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
$1.03M +$77.7K +7,450 +9%
CWM
27
Cornerstone Wealth Management
Missouri
$1.01M +$87.7K +8,412 +10%
Walleye Capital
28
Walleye Capital
New York
$976K +$931K +89,294 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$898K +$267K +25,573 +45%
BHPW
30
Beverly Hills Private Wealth
California
$884K -$759K -72,827 -47%
SFS
31
Shaker Financial Services
Virginia
$812K +$774K +74,249 New
DWM
32
Dakota Wealth Management
Florida
$795K +$21.2K +2,030 +3%
LPL Financial
33
LPL Financial
California
$719K +$268K +25,735 +64%
OC
34
Oppenheimer & Co
New York
$656K +$12K +1,154 +2%
AC
35
Almitas Capital
California
$642K +$612K +58,712 New
RJA
36
Raymond James & Associates
Florida
$620K +$167K +15,974 +39%
HighTower Advisors
37
HighTower Advisors
Illinois
$595K -$346K -33,210 -38%
CA
38
Claro Advisors
Massachusetts
$566K +$266K +25,486 +97%
KACA
39
Kayne Anderson Capital Advisors
California
$396K
KCPG
40
Kavar Capital Partners Group
Kansas
$384K +$366K +35,105 New
HH
41
Hilltop Holdings
Texas
$357K +$14.1K +1,350 +4%
ACM
42
AlphaStar Capital Management
North Carolina
$299K +$171K +16,391 +150%
WS
43
Wedbush Securities
California
$296K +$15.2K +1,457 +6%
Invesco
44
Invesco
Georgia
$243K -$1.73K -166 -0.7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$236K +$44.9K +4,307 +25%
CIA
46
Cape Investment Advisory
Georgia
$218K +$208K +19,940 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$213K +$203K +19,493 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$204K
Citadel Advisors
49
Citadel Advisors
Florida
$203K +$194K +18,608 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$189K +$75.3K +7,220 +72%

NBXG Hedge Fund Activity: Q4 2023 in Review

78 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q4 2023, worth a combined $340M — up 20% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBXG positions and 7 closed out — a net gain of 8 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.5M. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.19M sold.

  • 78 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $340M of Neuberger Next Generation Connectivity Fund Inc stock for Q4 2023, up 20% quarter-over-quarter.
  • 15 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q4 2023 and 7 closed out, a net change of +8 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $33.5M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q4 2023 was Atlas Wealth, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2023.