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NBXG

Neuberger Next Generation Connectivity Fund Inc
NBXG

19 hedge funds and large institutions have $65M invested in Neuberger Next Generation Connectivity Fund Inc in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

240% more capital invested

Capital invested by funds: $19.1M → $65M (+$45.9M)

73% more funds holding

Funds holding: 11 → 19 (+8)

4.55% more ownership

Funds ownership: 0% → 4.55% (+4.5%)

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.6M
2
Lazard Asset Management
Lazard Asset Management
New York
+$5.98M
3
FT
Fiduciary Trust
Massachusetts
+$3.95M
4
UBS Group
UBS Group
Switzerland
+$3.39M
5
Bank of America
Bank of America
North Carolina
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33M +$24.6M +1,243,584 +255%
Lazard Asset Management
2
Lazard Asset Management
New York
$5.76M +$5.98M +302,200 New
Bank of America
3
Bank of America
North Carolina
$5.13M +$3.35M +169,200 +169%
UBS Group
4
UBS Group
Switzerland
$4.71M +$3.39M +171,609 +228%
FT
5
Fiduciary Trust
Massachusetts
$3.81M +$3.95M +200,000 New
CA
6
Corrado Advisors
New Jersey
$3.56M +$79.3K +4,009 +2%
WAM
7
Wolverine Asset Management
Illinois
$2.96M +$3.07M +155,157 New
Wells Fargo
8
Wells Fargo
California
$2.36M +$1.58M +80,112 +184%
Truist Financial
9
Truist Financial
North Carolina
$1.01M +$658K +33,255 +166%
COLIM
10
City of London Investment Management
United Kingdom
$598K +$621K +31,416 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$510K +$366K +18,503 +224%
WS
12
Wedbush Securities
California
$496K +$515K +26,024 New
Osaic Holdings
13
Osaic Holdings
Arizona
$324K +$256K +12,950 +341%
MW
14
Marcum Wealth
Ohio
$286K +$297K +15,000 New
KPWS
15
Kestra Private Wealth Services
Texas
$191K +$198K +10,000 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$151K +$9.93K +502 +7%
PO
17
Private Ocean
California
$95K +$98.9K +5,000 New
NFSG
18
Newbridge Financial Services Group
Florida
$54K +$35.9K +1,814 +181%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$46K +$47.4K +2,399 New
TA
20
Tiedemann Advisors
New York
– -$501K -25,000 Closed

NBXG Hedge Fund Activity: Q3 2021 in Review

19 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q3 2021, worth a combined $65M — up 240% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NBXG positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Tiedemann Advisors, exiting entirely with an estimated $501K sold.

  • 19 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q3 2021, up from 11 in Q2 2021.
  • Funds reported $65M of Neuberger Next Generation Connectivity Fund Inc stock for Q3 2021, up 240% quarter-over-quarter.
  • 9 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q3 2021 and 1 closed out, a net change of +8 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q3 2021 was Morgan Stanley, an estimated $24.6M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q3 2021 was Tiedemann Advisors, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2021.