NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

82 hedge funds and large institutions have $377M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.8M
2
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$5.96M
3
SIA
Sit Investment Associates
Minnesota
+$3.93M
4
BI
Bulldog Investors
New Jersey
+$3.27M
5
WAM
Wolverine Asset Management
Illinois
+$3.21M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$10.2M
2
Lazard Asset Management
Lazard Asset Management
New York
-$3.51M
3
1CP
1607 Capital Partners
Virginia
-$3.02M
4
KIM
Karpus Investment Management
New York
-$719K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$659K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$1.4M +$78.9K +6,196 +6%
BHPW
27
Beverly Hills Private Wealth
California
$1.39M -$71K -5,574 -5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.28M +$5.1K +400 +0.4%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$1.21M +$188K +14,732 +18%
SA
30
Sanctuary Advisors
Indiana
$1.14M +$60.4K +4,476 +6%
DWM
31
Dakota Wealth Management
Florida
$1.05M -$53.9K -4,227 -5%
PAG
32
Private Advisor Group
New Jersey
$1.04M -$241K -18,900 -19%
Cohen & Steers
33
Cohen & Steers
New York
$1.02M – – –
OC
34
Oppenheimer & Co
New York
$989K +$52.3K +4,107 +6%
LPL Financial
35
LPL Financial
California
$896K +$29.3K +2,300 +3%
Walleye Capital
36
Walleye Capital
New York
$889K +$317K +24,873 +55%
CA
37
Claro Advisors
Massachusetts
$846K -$52.2K -4,097 -6%
HighTower Advisors
38
HighTower Advisors
Illinois
$681K +$681K +53,428 New
CAM
39
Concorde Asset Management
Michigan
$606K +$38.9K +3,050 +7%
Millennium Management
40
Millennium Management
New York
$502K +$245K +19,244 +96%
1CP
41
1607 Capital Partners
Virginia
$501K -$3.02M -237,403 -86%
KWA
42
Kingswood Wealth Advisors
California
$463K +$463K +36,340 New
ACM
43
AlphaStar Capital Management
North Carolina
$458K +$54.4K +4,272 +13%
GS
44
GWN Securities
Florida
$448K +$448K +32,851 New
KCPG
45
Kavar Capital Partners Group
Kansas
$403K +$403K +31,647 New
Truist Financial
46
Truist Financial
North Carolina
$357K -$40.6K -3,188 -10%
WIA
47
World Investment Advisors
California
$355K -$8.28K -650 -2%
FHA
48
Flagship Harbor Advisors
Massachusetts
$345K +$29.7K +2,333 +9%
HH
49
Hilltop Holdings
Texas
$330K -$15.9K -1,250 -5%
AG
50
AmeriFlex Group
Nevada
$309K +$309K +23,018 New
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