NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

70 hedge funds and large institutions have $357M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
23
Reduced
26
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$19.2M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.14M
3
SIA
Sit Investment Associates
Minnesota
+$7.6M
4
AW
Atlas Wealth
Ohio
+$6.11M
5
Wells Fargo
Wells Fargo
California
+$1.37M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$13M
2
1CP
1607 Capital Partners
Virginia
-$9M
3
KIM
Karpus Investment Management
New York
-$5.35M
4
BI
Bulldog Investors
New Jersey
-$2.41M
5
CA
Cornerstone Advisors
North Carolina
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
51
Onyx Bridge Wealth Group
New York
$164K – – –
WANY
52
Wealthspire Advisors (New York)
New York
$155K +$155K +12,000 New
IC
53
IEQ Capital
California
$142K +$5.63K +436 +4%
SPIA
54
Steward Partners Investment Advisory
New York
$139K +$72.3K +5,600 +108%
HI
55
Harbour Investments
Wisconsin
$138K – – –
CWC
56
Carolinas Wealth Consulting
North Carolina
$133K +$133K +10,295 New
Comerica Bank
57
Comerica Bank
Texas
$131K -$63.7K -4,935 -33%
AFO
58
Allie Family Office
Florida
$129K – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$57.4K -$229K -17,709 -80%
VC
60
Vestor Capital
Illinois
$49K – – –
FFA
61
Farther Finance Advisors
California
$39.1K -$10.4K -800 -21%
GCM
62
Gables Capital Management
Florida
$19K – – –
CT
63
Colonial Trust
South Carolina
$16.1K – – –
NS
64
NBC Securities
Alabama
$15K – – –
PWMG
65
Private Wealth Management Group
New Jersey
$12.9K – – –
GI
66
Gradient Investments
Minnesota
$7.32K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.48K +126 +42%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$2.09K -$4.36K -338 -68%
AA
69
Ancora Advisors
Ohio
$2K – – –
JWA
70
JFS Wealth Advisors
Pennsylvania
$504 – – –
CA
71
Cornerstone Advisors
North Carolina
– -$1.89M -160,695 Closed
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
– -$1.17M -99,671 Closed
LCM
73
Landscape Capital Management
New Jersey
– -$1.04M -88,643 Closed
SFS
74
Shaker Financial Services
Virginia
– -$981K -83,526 Closed
Walleye Capital
75
Walleye Capital
New York
– -$691K -58,789 Closed
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