NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

64 hedge funds and large institutions have $273M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
31
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$5.47M
2
KIM
Karpus Investment Management
New York
+$5.32M
3
SCM
Saba Capital Management
New York
+$3.69M
4
WP
Woodline Partners
California
+$3.35M
5
Wells Fargo
Wells Fargo
California
+$3.3M

Top Sellers

1
WAM
Weiss Asset Management
Massachusetts
-$5.68M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.57M
3
WAM
Wolverine Asset Management
Illinois
-$2.46M
4
COLIM
City of London Investment Management
United Kingdom
-$2.34M
5
SIA
Sit Investment Associates
Minnesota
-$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$132K -$517K -49,646 -80%
HI
52
Harbour Investments
Wisconsin
$111K +$12.2K +1,175 +12%
AFO
53
Allie Family Office
Florida
$104K – – –
EC
54
Elequin Capital
New York
$103K -$772K -74,122 -88%
ASN
55
Advisory Services Network
Georgia
$64.8K -$18.7K -1,800 -22%
WT
56
Whittier Trust
California
$29.9K +$29.9K +2,869 New
SPIA
57
Steward Partners Investment Advisory
New York
$27.1K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$16K +$5.43K +506 +51%
CT
59
Colonial Trust
South Carolina
$13K – – –
MHR
60
Matthew Hamilton Rosenberg
$10.4K – – –
GI
61
Gradient Investments
Minnesota
$5.9K – – –
NA
62
NewEdge Advisors
Louisiana
$2.55K +$83 +8 +3%
AA
63
Ancora Advisors
Ohio
$1.61K +$1.61K +155 New
FFA
64
Farther Finance Advisors
California
$94 – – –
WAM
65
Weiss Asset Management
Massachusetts
– -$5.68M -624,296 Closed
TJHA
66
Thomas J. Herzfeld Advisors
Florida
– -$2.57M -282,582 Closed
OFG
67
OTA Financial Group
New York
– -$1.27M -139,335 Closed
AGM
68
Alpine Global Management
New York
– -$268K -29,432 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– -$140K -15,345 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$117K -12,878 Closed
Jane Street
71
Jane Street
New York
– -$99.8K -10,974 Closed
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