NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

71 hedge funds and large institutions have $282M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
32
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$4.78M
2
Morgan Stanley
Morgan Stanley
New York
+$4.45M
3
UBS Group
UBS Group
Switzerland
+$2.42M
4
Wells Fargo
Wells Fargo
California
+$1.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.06M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.46M
2
QC
Quantedge Capital
Singapore
-$2.37M
3
CA
Cornerstone Advisors
North Carolina
-$2.36M
4
CCP
Clough Capital Partners
Massachusetts
-$1.97M
5
RL
RPO LLC
Connecticut
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
51
Onyx Bridge Wealth Group
New York
$159K – – –
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$138K +$2.75K +264 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$136K -$481K -46,203 -78%
ACM
54
AlphaStar Capital Management
North Carolina
$114K – – –
KPWS
55
Kestra Private Wealth Services
Texas
$113K +$113K +10,878 New
HI
56
Harbour Investments
Wisconsin
$111K – – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$105K +$105K +10,069 New
AFO
58
Allie Family Office
Florida
$104K – – –
IC
59
IEQ Capital
California
$104K +$104K +10,000 New
SPIA
60
Steward Partners Investment Advisory
New York
$45.6K +$18.5K +1,775 +68%
Bessemer Group
61
Bessemer Group
New Jersey
$21K +$3.58K +341 +21%
CT
62
Colonial Trust
South Carolina
$13K – – –
NS
63
NBC Securities
Alabama
$12K +$12K +1,170 New
MHR
64
Matthew Hamilton Rosenberg
$10.4K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$10.4K +$10.4K +1,000 New
GI
66
Gradient Investments
Minnesota
$5.91K – – –
BBHC
67
Brown Brothers Harriman & Co
New York
$4.24K +$4.24K +407 New
NA
68
NewEdge Advisors
Louisiana
$2.6K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$2.21K -$28.8K -2,765 -93%
AA
70
Ancora Advisors
Ohio
$1.62K – – –
FFA
71
Farther Finance Advisors
California
$94 – – –
CCP
72
Clough Capital Partners
Massachusetts
– -$1.97M -180,500 Closed
RL
73
RPO LLC
Connecticut
– -$1.14M -104,584 Closed
PIWA
74
Prevail Innovative Wealth Advisors
Kansas
– -$995K -91,167 Closed
WAM
75
Weiss Asset Management
Massachusetts
– -$668K -61,273 Closed
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