NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

79 hedge funds and large institutions have $322M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
29
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$4.11M
2
LCM
Landscape Capital Management
New Jersey
+$1.04M
3
1CP
1607 Capital Partners
Virginia
+$781K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$768K
5
BHPW
Beverly Hills Private Wealth
California
+$753K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$32.5M
2
CA
Cornerstone Advisors
North Carolina
-$11.2M
3
COLIM
City of London Investment Management
United Kingdom
-$2.63M
4
AAM
Advisors Asset Management
Colorado
-$1.36M
5
WAM
Wolverine Asset Management
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.17M -$15.3K -1,300 -1%
CWM
27
Cornerstone Wealth Management
Missouri
$1.17M +$82.1K +6,991 +8%
LCM
28
Landscape Capital Management
New Jersey
$1.04M +$1.04M +88,643 New
DWM
29
Dakota Wealth Management
Florida
$1.01M +$152K +12,954 +18%
SFS
30
Shaker Financial Services
Virginia
$981K +$109K +9,277 +12%
RJA
31
Raymond James & Associates
Florida
$869K +$203K +17,237 +30%
LPL Financial
32
LPL Financial
California
$800K +$27.1K +2,304 +4%
OC
33
Oppenheimer & Co
New York
$707K +$1.69K +144 +0.2%
Walleye Capital
34
Walleye Capital
New York
$691K -$358K -30,505 -34%
CA
35
Claro Advisors
Massachusetts
$639K +$30.1K +2,559 +5%
SIA
36
SkyView Investment Advisors
New Jersey
$588K +$588K +50,000 New
HighTower Advisors
37
HighTower Advisors
Illinois
$586K -$49.3K -4,229 -8%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$514K +$285K +24,248 +124%
Millennium Management
39
Millennium Management
New York
$473K -$908K -77,296 -66%
HH
40
Hilltop Holdings
Texas
$366K -$17.6K -1,500 -5%
Corient Private Wealth
41
Corient Private Wealth
Florida
$336K +$336K +28,665 New
ACM
42
AlphaStar Capital Management
North Carolina
$321K – – –
CAM
43
Concorde Asset Management
Michigan
$290K +$166K +14,150 +135%
Osaic Holdings
44
Osaic Holdings
Arizona
$260K +$112K +9,568 +76%
NA
45
NewEdge Advisors
Louisiana
$246K +$88.3K +7,515 +56%
Invesco
46
Invesco
Georgia
$231K -$29.8K -2,536 -11%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$231K +$28.1K +2,393 +14%
WS
48
Wedbush Securities
California
$207K -$111K -9,417 -35%
IP
49
Ignite Planners
California
$190K -$10.9K -916 -5%
FHA
50
Flagship Harbor Advisors
Massachusetts
$184K +$184K +15,696 New
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