NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

68 hedge funds and large institutions have $293M invested in Neuberger Berman Next Generation Connectivity Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
31
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$40M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.28M
3
Morgan Stanley
Morgan Stanley
New York
$28.4M
4
RL
RPO LLC
Connecticut
$1.14M
5
1CP
1607 Capital Partners
Virginia
$9.74M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
SIA
Sit Investment Associates
Minnesota
$0
3
QC
Quantedge Capital
Singapore
$6.49M
4
Millennium Management
Millennium Management
New York
$364K
5
COLIM
City of London Investment Management
United Kingdom
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$44.6M -$625K -57,414 -1%
SCM
2
Saba Capital Management
New York
$43.2M +$179K +16,403 +0.4%
KIM
3
Karpus Investment Management
New York
$40M +$3.17M +290,801 +9%
Morgan Stanley
4
Morgan Stanley
New York
$28.4M +$1.56M +143,158 +6%
Lazard Asset Management
5
Lazard Asset Management
New York
$16.5M – – –
CA
6
Cornerstone Advisors
North Carolina
$14.2M +$1.01M +92,683 +8%
Bank of America
7
Bank of America
North Carolina
$11.8M +$610K +55,957 +5%
UBS Group
8
UBS Group
Switzerland
$11.4M -$354K -32,479 -3%
Wells Fargo
9
Wells Fargo
California
$9.92M -$302K -27,660 -3%
1CP
10
1607 Capital Partners
Virginia
$9.74M +$1.01M +92,699 +12%
QC
11
Quantedge Capital
Singapore
$6.49M -$1.58M -144,800 -20%
BI
12
Bulldog Investors
New Jersey
$6.25M +$3.93K +360 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.8M +$721K +66,048 +18%
AW
14
Atlas Wealth
Ohio
$4.15M +$89.8K +8,120 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.79M +$619K +56,737 +20%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$3.73M +$404K +37,052 +12%
AAM
17
Advisors Asset Management
Colorado
$3.51M +$208K +19,109 +6%
WP
18
Woodline Partners
California
$3.27M -$239K -21,902 -7%
CA
19
Corrado Advisors
New Jersey
$2.96M +$137K +12,520 +5%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$2.28M +$2.28M +209,246 New
CCP
21
Clough Capital Partners
Massachusetts
$1.97M – – –
MC
22
Matisse Capital
Oregon
$1.75M – – –
BHPW
23
Beverly Hills Private Wealth
California
$1.63M +$75.9K +7,075 +5%
RL
24
RPO LLC
Connecticut
$1.14M +$1.14M +104,584 New
PAG
25
Private Advisor Group
New Jersey
$1.03M +$27.5K +2,489 +3%
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