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NBXG

Neuberger Next Generation Connectivity Fund Inc

71 hedge funds and large institutions have $357M invested in Neuberger Next Generation Connectivity Fund Inc in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $322M → $357M (+$34.8M)

0.3% more ownership

Funds ownership: 34.81%35.1% (+0.3%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

10% less funds holding

Funds holding: 7971 (-8)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.03%
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
24
Reduced
26
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$72.7M +$18M +1,487,123 +36%
KIM
2
Karpus Investment Management
New York
$48.6M -$5M -414,571 -10%
Morgan Stanley
3
Morgan Stanley
New York
$43.7M -$1.16M -96,097 -3%
COLIM
4
City of London Investment Management
United Kingdom
$35.6M -$12.2M -1,007,340 -27%
Lazard Asset Management
5
Lazard Asset Management
New York
$33.6M +$7.61M +630,375 +32%
UBS Group
6
UBS Group
Switzerland
$16M -$62.9K -5,209 -0.4%
Wells Fargo
7
Wells Fargo
California
$15.4M +$1.29M +106,460 +10%
Bank of America
8
Bank of America
North Carolina
$8.72M -$474K -39,256 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.75M -$824K -68,269 -10%
SIA
10
Sit Investment Associates
Minnesota
$7.6M +$7.1M +588,425 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.16M +$47K +3,892 +0.8%
AW
12
Atlas Wealth
Ohio
$6.11M +$5.67M +469,488 New
1CP
13
1607 Capital Partners
Virginia
$5.82M -$8.42M -697,304 -61%
BI
14
Bulldog Investors
New Jersey
$5.78M -$2.25M -186,585 -29%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.85M +$1M +82,993 +28%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$3.86M -$1.19M -98,628 -25%
AAM
17
Advisors Asset Management
Colorado
$3.19M +$71.5K +5,919 +2%
CA
18
Corrado Advisors
New Jersey
$2.7M -$266K -21,999 -10%
QC
19
Quantedge Capital
Singapore
$2.62M -$1.49M -123,480 -38%
MC
20
Matisse Capital
Oregon
$1.81M -$241K -20,000 -13%
BHPW
21
Beverly Hills Private Wealth
California
$1.77M -$91K -7,542 -5%
Stifel Financial
22
Stifel Financial
Missouri
$1.68M +$24.3K +2,014 +2%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$1.58M +$209K +17,348 +17%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$854K +70,710 +162%
CWM
25
Cornerstone Wealth Management
Missouri
$1.33M +$41.5K +3,438 +3%

NBXG Hedge Fund Activity: Q2 2024 in Review

71 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Neuberger Next Generation Connectivity Fund Inc (NBXG) for Q2 2024, worth a combined $357M — up 11% from $322M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NBXG and 10 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Saba Capital Management, adding an estimated $18M. The largest seller was City of London Investment Management, cutting an estimated $12.2M.

  • 71 institutional investors held Neuberger Next Generation Connectivity Fund Inc (NBXG) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $357M of Neuberger Next Generation Connectivity Fund Inc stock for Q2 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Neuberger Next Generation Connectivity Fund Inc positions in Q2 2024 and 18 closed out, a net change of -8 holders.
  • The largest Neuberger Next Generation Connectivity Fund Inc buyer in Q2 2024 was Saba Capital Management, an estimated $18M added.
  • The largest Neuberger Next Generation Connectivity Fund Inc seller in Q2 2024 was City of London Investment Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.