NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

68 hedge funds and large institutions have $293M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$3.17M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.28M
3
Morgan Stanley
Morgan Stanley
New York
+$1.56M
4
RL
RPO LLC
Connecticut
+$1.14M
5
1CP
1607 Capital Partners
Virginia
+$1.01M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$3.33M
2
SIA
Sit Investment Associates
Minnesota
-$2.09M
3
QC
Quantedge Capital
Singapore
-$1.58M
4
Millennium Management
Millennium Management
New York
-$716K
5
COLIM
City of London Investment Management
United Kingdom
-$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
51
Ignite Planners
California
$179K +$14K +1,307 +8%
OBWG
52
Onyx Bridge Wealth Group
New York
$167K – – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$156K -$99.1K -9,079 -39%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$141K +$2.92K +268 +2%
NFSG
55
Newbridge Financial Services Group
Florida
$126K -$30.7K -2,812 -20%
ACM
56
AlphaStar Capital Management
North Carolina
$119K -$21.8K -2,002 -15%
HI
57
Harbour Investments
Wisconsin
$117K – – –
AFO
58
Allie Family Office
Florida
$109K – – –
EC
59
Elequin Capital
New York
$92.1K -$15.9K -1,460 -15%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$32.5K +$32.5K +2,977 New
SPIA
61
Steward Partners Investment Advisory
New York
$28.4K – – –
Bessemer Group
62
Bessemer Group
New Jersey
$18K +$1.8K +166 +11%
CT
63
Colonial Trust
South Carolina
$13.6K – – –
MHR
64
Matthew Hamilton Rosenberg
$10.9K – – –
GI
65
Gradient Investments
Minnesota
$6.19K – – –
NA
66
NewEdge Advisors
Louisiana
$2.72K +$54 +5 +2%
AA
67
Ancora Advisors
Ohio
$1.69K – – –
FFA
68
Farther Finance Advisors
California
$98 – – –
WAM
69
Wolverine Asset Management
Illinois
– -$3.33M -319,568 Closed
SIA
70
Sit Investment Associates
Minnesota
– -$2.09M -200,425 Closed
IA
71
IFP Advisors
Florida
– -$274K -13,702 Closed
ASN
72
Advisory Services Network
Georgia
– -$64.8K -6,222 Closed
WT
73
Whittier Trust
California
– -$29.9K -2,869 Closed
1 2
3