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
$72.7M
2
Lazard Asset Management
Lazard Asset Management
New York
$33.6M
3
SIA
Sit Investment Associates
Minnesota
$7.6M
4
AW
Atlas Wealth
Ohio
$6.11M
5
Wells Fargo
Wells Fargo
California
$15.4M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$35.6M
2
1CP
1607 Capital Partners
Virginia
$5.82M
3
KIM
Karpus Investment Management
New York
$48.6M
4
BI
Bulldog Investors
New Jersey
$5.78M
5
CA
Cornerstone Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$72.7M +$19.2M +1,487,123 +36%
KIM
2
Karpus Investment Management
New York
$48.6M -$5.35M -414,571 -10%
Morgan Stanley
3
Morgan Stanley
New York
$43.7M -$1.24M -96,097 -3%
COLIM
4
City of London Investment Management
United Kingdom
$35.6M -$13M -1,007,340 -27%
Lazard Asset Management
5
Lazard Asset Management
New York
$33.6M +$8.14M +630,375 +32%
UBS Group
6
UBS Group
Switzerland
$16M -$67.2K -5,209 -0.4%
Wells Fargo
7
Wells Fargo
California
$15.4M +$1.37M +106,460 +10%
Bank of America
8
Bank of America
North Carolina
$8.72M -$507K -39,256 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.75M -$881K -68,269 -10%
SIA
10
Sit Investment Associates
Minnesota
$7.6M +$7.6M +588,425 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.16M +$50.2K +3,892 +0.8%
AW
12
Atlas Wealth
Ohio
$6.11M +$6.11M +469,488 New
1CP
13
1607 Capital Partners
Virginia
$5.82M -$9M -697,304 -61%
BI
14
Bulldog Investors
New Jersey
$5.78M -$2.41M -186,585 -29%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.85M +$1.07M +82,993 +28%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$3.86M -$1.27M -98,628 -25%
AAM
17
Advisors Asset Management
Colorado
$3.19M +$76.4K +5,919 +2%
CA
18
Corrado Advisors
New Jersey
$2.7M -$284K -21,999 -10%
QC
19
Quantedge Capital
Singapore
$2.62M -$1.59M -123,480 -38%
MC
20
Matisse Capital
Oregon
$1.81M -$258K -20,000 -13%
BHPW
21
Beverly Hills Private Wealth
California
$1.77M -$97.4K -7,542 -5%
Stifel Financial
22
Stifel Financial
Missouri
$1.68M +$26K +2,014 +2%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.58M +$224K +17,348 +17%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$913K +70,710 +162%
CWM
25
Cornerstone Wealth Management
Missouri
$1.33M +$44.4K +3,438 +3%
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