NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

78 hedge funds and large institutions have $340M invested in Neuberger Berman Next Generation Connectivity Fund 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
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.2M
2
COLIM
City of London Investment Management
United Kingdom
+$2.48M
3
SCM
Saba Capital Management
New York
+$2.04M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.54M
5
KIM
Karpus Investment Management
New York
+$1.46M

Top Sellers

1
AW
Atlas Wealth
Ohio
-$4.19M
2
Bank of America
Bank of America
North Carolina
-$2.86M
3
WP
Woodline Partners
California
-$2.57M
4
UBS Group
UBS Group
Switzerland
-$883K
5
BHPW
Beverly Hills Private Wealth
California
-$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.03M +$81.4K +7,450 +9%
CWM
27
Cornerstone Wealth Management
Missouri
$1.01M +$91.9K +8,412 +10%
Walleye Capital
28
Walleye Capital
New York
$976K +$976K +89,294 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$898K +$280K +25,573 +45%
BHPW
30
Beverly Hills Private Wealth
California
$884K -$796K -72,827 -47%
SFS
31
Shaker Financial Services
Virginia
$812K +$812K +74,249 New
DWM
32
Dakota Wealth Management
Florida
$795K +$22.2K +2,030 +3%
LPL Financial
33
LPL Financial
California
$719K +$281K +25,735 +64%
OC
34
Oppenheimer & Co
New York
$656K +$12.6K +1,154 +2%
AC
35
Almitas Capital
California
$642K +$642K +58,712 New
RJA
36
Raymond James & Associates
Florida
$620K +$175K +15,974 +39%
HighTower Advisors
37
HighTower Advisors
Illinois
$595K -$362K -33,210 -38%
CA
38
Claro Advisors
Massachusetts
$566K +$279K +25,486 +97%
KACA
39
Kayne Anderson Capital Advisors
California
$396K – – –
KCPG
40
Kavar Capital Partners Group
Kansas
$384K +$384K +35,105 New
HH
41
Hilltop Holdings
Texas
$357K +$14.8K +1,350 +4%
ACM
42
AlphaStar Capital Management
North Carolina
$299K +$179K +16,391 +150%
WS
43
Wedbush Securities
California
$296K +$15.9K +1,457 +6%
Invesco
44
Invesco
Georgia
$243K -$1.81K -166 -0.7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$236K +$47.1K +4,307 +25%
CIA
46
Cape Investment Advisory
Georgia
$218K +$218K +19,940 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$213K +$213K +19,493 New
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$204K – – –
Citadel Advisors
49
Citadel Advisors
Florida
$203K +$203K +18,608 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$189K +$78.9K +7,220 +72%
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