NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

70 hedge funds and large institutions have $357M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
23
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$72.7M
2
Lazard Asset Management
Lazard Asset Management
New York
$33.6M
3
SIA
Sit Investment Associates
Minnesota
$7.6M
4
AW
Atlas Wealth
Ohio
$6.11M
5
Wells Fargo
Wells Fargo
California
$15.4M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$35.6M
2
1CP
1607 Capital Partners
Virginia
$5.82M
3
KIM
Karpus Investment Management
New York
$48.6M
4
BI
Bulldog Investors
New Jersey
$5.78M
5
CA
Cornerstone Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.26M -$30.3K -2,350 -2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.13M -$201K -15,535 -15%
DWM
28
Dakota Wealth Management
Florida
$1.09M -$19.2K -1,487 -2%
RJA
29
Raymond James & Associates
Florida
$1.07M +$116K +8,988 +12%
OC
30
Oppenheimer & Co
New York
$973K +$196K +15,212 +25%
CA
31
Claro Advisors
Massachusetts
$906K +$204K +15,796 +29%
Cohen & Steers
32
Cohen & Steers
New York
$904K +$904K +70,000 New
LPL Financial
33
LPL Financial
California
$862K -$17.2K -1,329 -2%
AGM
34
Alpine Global Management
New York
$839K -$1.1M -85,000 -57%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$785K +$785K +60,796 New
SA
36
Sanctuary Advisors
Indiana
$783K +$783K +66,899 New
CAM
37
Concorde Asset Management
Michigan
$519K +$201K +15,580 +63%
ACM
38
AlphaStar Capital Management
North Carolina
$404K +$50.9K +3,939 +14%
Corient Private Wealth
39
Corient Private Wealth
Florida
$385K +$15.1K +1,167 +4%
Truist Financial
40
Truist Financial
North Carolina
$384K +$384K +29,728 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$365K +$365K +28,294 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$365K +$111K +8,596 +44%
HH
43
Hilltop Holdings
Texas
$361K -$41.3K -3,200 -10%
NA
44
NewEdge Advisors
Louisiana
$313K +$43.2K +3,348 +16%
Millennium Management
45
Millennium Management
New York
$260K -$260K -20,120 -50%
CA
46
CoreCap Advisors
Michigan
$245K +$60.7K +4,700 +33%
BCA
47
Bay Colony Advisors
Massachusetts
$226K +$55.9K +4,329 +33%
PI
48
PFG Investments
New York
$180K +$180K +13,923 New
IP
49
Ignite Planners
California
$168K -$44.1K -3,319 -21%
WS
50
Wedbush Securities
California
$165K -$62.1K -4,817 -27%
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