NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

79 hedge funds and large institutions have $322M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
29
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$4.11M
2
LCM
Landscape Capital Management
New Jersey
+$1.04M
3
1CP
1607 Capital Partners
Virginia
+$781K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$768K
5
BHPW
Beverly Hills Private Wealth
California
+$753K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$32.5M
2
CA
Cornerstone Advisors
North Carolina
-$11.2M
3
COLIM
City of London Investment Management
United Kingdom
-$2.63M
4
AAM
Advisors Asset Management
Colorado
-$1.36M
5
WAM
Wolverine Asset Management
Illinois
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$177K +$36.8K +3,132 +26%
CA
52
CoreCap Advisors
Michigan
$168K +$168K +14,300 New
BCA
53
Bay Colony Advisors
Massachusetts
$155K +$16.5K +1,407 +12%
HIC
54
Hartline Investment Corp
Illinois
$155K +$155K +13,167 New
NFSG
55
Newbridge Financial Services Group
Florida
$151K +$7.78K +662 +5%
OBWG
56
Onyx Bridge Wealth Group
New York
$149K -$29.8K -2,550 -17%
PIN
57
Prudent Investors Network
California
$146K +$146K +12,425 New
HI
58
Harbour Investments
Wisconsin
$126K – – –
IC
59
IEQ Capital
California
$124K +$3.16K +269 +3%
AFO
60
Allie Family Office
Florida
$118K – – –
WT
61
Whittier Trust
California
$118K +$118K +10,000 New
MIM
62
Macroview Investment Management
Maryland
$94K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$61.1K +$30.6K +2,600 +100%
FFA
64
Farther Finance Advisors
California
$45.1K -$20.9K -1,759 -32%
VC
65
Vestor Capital
Illinois
$44K +$44K +3,772 New
GRP
66
Global Retirement Partners
California
$35.5K – – –
GCM
67
Gables Capital Management
Florida
$17.3K +$17.3K +1,473 New
CT
68
Colonial Trust
South Carolina
$14.7K – – –
Bessemer Group
69
Bessemer Group
New Jersey
$14K -$842 -72 -6%
NS
70
NBC Securities
Alabama
$13K – – –
PWMG
71
Private Wealth Management Group
New Jersey
$11.8K +$11.8K +1,000 New
GI
72
Gradient Investments
Minnesota
$6.66K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$5.88K -$147K -12,512 -96%
BBHC
74
Brown Brothers Harriman & Co
New York
$4.78K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +300 New
1 2
3
4