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NBXG

Neuberger Next Generation Connectivity Fund Inc

78 hedge funds and large institutions have $340M invested in Neuberger Next Generation Connectivity Fund Inc in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $282M → $340M (+$57.2M)

10% more funds holding

Funds holding: 7178 (+7)

5.03% more ownership

Funds ownership: 34.41%39.44% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
36
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$182K +$959 +92 +0.5%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$173K
OBWG
53
Onyx Bridge Wealth Group
New York
$167K
NA
54
NewEdge Advisors
Louisiana
$151K +$137K +13,166 +5,266%
JP Morgan Chase
55
JP Morgan Chase
New York
$142K +$133K +12,800 +6,038%
Osaic Holdings
56
Osaic Holdings
Arizona
$138K -$5.21K -500 -4%
NFSG
57
Newbridge Financial Services Group
Florida
$133K -$39.2K -3,758 -24%
Comerica Bank
58
Comerica Bank
Texas
$130K -$126K -12,112 -50%
BCA
59
Bay Colony Advisors
Massachusetts
$129K +$123K +11,760 New
KPWS
60
Kestra Private Wealth Services
Texas
$119K
HI
61
Harbour Investments
Wisconsin
$117K
CAM
62
Concorde Asset Management
Michigan
$115K +$109K +10,500 New
IC
63
IEQ Capital
California
$113K +$3.06K +294 +3%
AFO
64
Allie Family Office
Florida
$109K
MIM
65
Macroview Investment Management
Maryland
$87.4K +$83.4K +8,000 New
FFA
66
Farther Finance Advisors
California
$60.8K +$57.9K +5,550 +61,667%
GRP
67
Global Retirement Partners
California
$33.5K +$31.5K +3,025 New
SPIA
68
Steward Partners Investment Advisory
New York
$28.4K -$18.5K -1,775 -41%
ASN
69
Advisory Services Network
Georgia
$27.3K +$26.1K +2,500 New
LA
70
LM Advisors
California
$21.9K +$20.8K +2,000 New
Bessemer Group
71
Bessemer Group
New Jersey
$14K -$7.6K -729 -36%
CT
72
Colonial Trust
South Carolina
$13.7K
NS
73
NBC Securities
Alabama
$12K
MHR
74
Matthew Hamilton Rosenberg
$10.9K
CT
75
Cambridge Trust
Massachusetts
$7.11K +$6.78K +650 New

NBXG Hedge Fund Activity: Q4 2023 in Review

78 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q4 2023, worth a combined $340M — up 20% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBXG positions and 7 closed out — a net gain of 8 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.5M. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.19M sold.

  • 78 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $340M of Neuberger Next Generation Connectivity Fund Inc stock for Q4 2023, up 20% quarter-over-quarter.
  • 15 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q4 2023 and 7 closed out, a net change of +8 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $33.5M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q4 2023 was Atlas Wealth, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2023.