NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

19 hedge funds and large institutions have $65M invested in Neuberger Berman Next Generation Connectivity Fund 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
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

1
Morgan Stanley
Morgan Stanley
New York
$33M
2
Lazard Asset Management
Lazard Asset Management
New York
$5.76M
3
FT
Fiduciary Trust
Massachusetts
$3.81M
4
UBS Group
UBS Group
Switzerland
$4.71M
5
Bank of America
Bank of America
North Carolina
$5.13M

Top Sellers

1
TA
Tiedemann Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33M +$23.7M +1,243,584 +255%
Lazard Asset Management
2
Lazard Asset Management
New York
$5.76M +$5.76M +302,200 New
Bank of America
3
Bank of America
North Carolina
$5.13M +$3.23M +169,200 +169%
UBS Group
4
UBS Group
Switzerland
$4.71M +$3.27M +171,609 +228%
FT
5
Fiduciary Trust
Massachusetts
$3.81M +$3.81M +200,000 New
CA
6
Corrado Advisors
New Jersey
$3.56M +$76.4K +4,009 +2%
WAM
7
Wolverine Asset Management
Illinois
$2.96M +$2.96M +155,157 New
Wells Fargo
8
Wells Fargo
California
$2.36M +$1.53M +80,112 +184%
Truist Financial
9
Truist Financial
North Carolina
$1.02M +$634K +33,255 +166%
COLIM
10
City of London Investment Management
United Kingdom
$598K +$598K +31,416 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$510K +$353K +18,503 +224%
WS
12
Wedbush Securities
California
$496K +$496K +26,024 New
Osaic Holdings
13
Osaic Holdings
Arizona
$324K +$250K +12,950 +341%
MW
14
Marcum Wealth
Ohio
$286K +$286K +15,000 New
KPWS
15
Kestra Private Wealth Services
Texas
$191K +$191K +10,000 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$151K +$9.54K +502 +7%
PO
17
Private Ocean
California
$95K +$95K +5,000 New
NFSG
18
Newbridge Financial Services Group
Florida
$54K +$34.8K +1,814 +181%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$46K +$46K +2,399 New
TA
20
Tiedemann Advisors
New York
– -$501K -25,000 Closed