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NBXG

Neuberger Next Generation Connectivity Fund Inc

82 hedge funds and large institutions have $377M invested in Neuberger Next Generation Connectivity Fund Inc 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

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

15% more funds holding

Funds holding: 7182 (+11)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

6% more capital invested

Capital invested by funds: $356M → $377M (+$21.1M)

2.34% more ownership

Funds ownership: 35.26%37.6% (+2.3%)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.08%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$1.4M +$80.6K +6,196 +6%
BHPW
27
Beverly Hills Private Wealth
California
$1.39M -$72.6K -5,574 -5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.28M +$5.21K +400 +0.4%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$1.21M +$192K +14,732 +18%
SA
30
Sanctuary Advisors
Indiana
$1.14M +$58.3K +4,476 +6%
DWM
31
Dakota Wealth Management
Florida
$1.05M -$55K -4,227 -5%
PAG
32
Private Advisor Group
New Jersey
$1.04M -$246K -18,900 -19%
Cohen & Steers
33
Cohen & Steers
New York
$1.02M
OC
34
Oppenheimer & Co
New York
$989K +$53.5K +4,107 +6%
LPL Financial
35
LPL Financial
California
$896K +$29.9K +2,300 +3%
Walleye Capital
36
Walleye Capital
New York
$889K +$324K +24,873 +55%
CA
37
Claro Advisors
Massachusetts
$846K -$53.3K -4,097 -6%
HighTower Advisors
38
HighTower Advisors
Illinois
$681K +$695K +53,428 New
CAM
39
Concorde Asset Management
Michigan
$606K +$39.7K +3,050 +7%
Millennium Management
40
Millennium Management
New York
$502K +$250K +19,244 +96%
1CP
41
1607 Capital Partners
Virginia
$501K -$3.09M -237,403 -86%
KWA
42
Kingswood Wealth Advisors
California
$463K +$473K +36,340 New
ACM
43
AlphaStar Capital Management
North Carolina
$458K +$55.6K +4,272 +13%
GS
44
GWN Securities
Florida
$448K +$428K +32,851 New
KCPG
45
Kavar Capital Partners Group
Kansas
$403K +$412K +31,647 New
Truist Financial
46
Truist Financial
North Carolina
$357K -$41.5K -3,188 -10%
WIA
47
World Investment Advisors
California
$355K -$8.46K -650 -2%
FHA
48
Flagship Harbor Advisors
Massachusetts
$345K +$30.4K +2,333 +9%
HH
49
Hilltop Holdings
Texas
$330K -$16.3K -1,250 -5%
AG
50
AmeriFlex Group
Nevada
$309K +$300K +23,018 New

NBXG Hedge Fund Activity: Q4 2024 in Review

82 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q4 2024, worth a combined $377M — up 5.9% from $356M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NBXG positions and 7 closed out — a net gain of 13 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.1M. The largest seller was City of London Investment Management, cutting an estimated $10.4M.

  • 82 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $377M of Neuberger Next Generation Connectivity Fund Inc stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 20 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q4 2024 and 7 closed out, a net change of +13 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q4 2024 was Morgan Stanley, an estimated $13.1M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q4 2024 was City of London Investment Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.