NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

78 hedge funds and large institutions have $340M invested in Neuberger Berman Next Generation Connectivity Fund 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
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.2M
2
COLIM
City of London Investment Management
United Kingdom
+$2.48M
3
SCM
Saba Capital Management
New York
+$2.04M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.54M
5
KIM
Karpus Investment Management
New York
+$1.46M

Top Sellers

1
AW
Atlas Wealth
Ohio
-$4.19M
2
Bank of America
Bank of America
North Carolina
-$2.86M
3
WP
Woodline Partners
California
-$2.57M
4
UBS Group
UBS Group
Switzerland
-$883K
5
BHPW
Beverly Hills Private Wealth
California
-$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
51
Ignite Planners
California
$182K +$991 +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 +$148K +13,166 +5,266%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$142K +$140K +12,800 +6,038%
Osaic Holdings
56
Osaic Holdings
Arizona
$138K -$5.47K -500 -4%
NFSG
57
Newbridge Financial Services Group
Florida
$133K -$41.1K -3,758 -24%
Comerica Bank
58
Comerica Bank
Texas
$130K -$132K -12,112 -50%
BCA
59
Bay Colony Advisors
Massachusetts
$129K +$129K +11,760 New
KPWS
60
Kestra Private Wealth Services
Texas
$119K – – –
HI
61
Harbour Investments
Wisconsin
$117K – – –
CAM
62
Concorde Asset Management
Michigan
$115K +$115K +10,500 New
IC
63
IEQ Capital
California
$113K +$3.21K +294 +3%
AFO
64
Allie Family Office
Florida
$109K – – –
MIM
65
Macroview Investment Management
Maryland
$87.4K +$87.4K +8,000 New
FFA
66
Farther Finance Advisors
California
$60.8K +$60.7K +5,550 +61,667%
GRP
67
Global Retirement Partners
California
$33.5K +$33.5K +3,025 New
SPIA
68
Steward Partners Investment Advisory
New York
$28.4K -$19.4K -1,775 -41%
ASN
69
Advisory Services Network
Georgia
$27.3K +$27.3K +2,500 New
LA
70
LM Advisors
California
$21.9K +$21.9K +2,000 New
Bessemer Group
71
Bessemer Group
New Jersey
$14K -$8.04K -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 +$7.11K +650 New
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