NBXG

Neuberger Berman Next Generation Connectivity Fund
NBXG

Overview Fund Activity

82 hedge funds and large institutions have $377M invested in Neuberger Berman Next Generation Connectivity Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.7M
2
Capstone Investment Advisors
Capstone Investment Advisors
New York
$5.96M
3
SIA
Sit Investment Associates
Minnesota
$17.2M
4
BI
Bulldog Investors
New Jersey
$7.53M
5
WAM
Wolverine Asset Management
Illinois
$3.21M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$13.9M
2
Lazard Asset Management
Lazard Asset Management
New York
$28.1M
3
1CP
1607 Capital Partners
Virginia
$501K
4
KIM
Karpus Investment Management
New York
$48.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$87.3M +$2.99M +234,671 +4%
Morgan Stanley
2
Morgan Stanley
New York
$54.7M +$12.8M +1,004,066 +31%
KIM
3
Karpus Investment Management
New York
$48.5M -$719K -56,473 -1%
Lazard Asset Management
4
Lazard Asset Management
New York
$28.1M -$3.51M -275,758 -11%
Wells Fargo
5
Wells Fargo
California
$18.9M +$1.62M +126,793 +9%
SIA
6
Sit Investment Associates
Minnesota
$17.2M +$3.93M +308,108 +30%
UBS Group
7
UBS Group
Switzerland
$16.4M +$580K +45,504 +4%
COLIM
8
City of London Investment Management
United Kingdom
$13.9M -$10.2M -797,383 -42%
Raymond James Financial
9
Raymond James Financial
Florida
$9.17M +$9.17M +719,752 New
Bank of America
10
Bank of America
North Carolina
$7.89M -$336K -26,404 -4%
BI
11
Bulldog Investors
New Jersey
$7.53M +$3.27M +256,658 +77%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.43M -$41.2K -3,236 -0.6%
Capstone Investment Advisors
13
Capstone Investment Advisors
New York
$5.96M +$5.96M +467,748 New
PCM
14
Penserra Capital Management
California
$4.6M +$310K +24,302 +7%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.57M -$17.3K -1,356 -0.4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$3.31M +$1.27M +99,721 +62%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$3.28M +$1.05M +82,046 +47%
WAM
18
Wolverine Asset Management
Illinois
$3.21M +$3.21M +251,949 New
AAM
19
Advisors Asset Management
Colorado
$2.38M -$96.2K -7,548 -4%
QC
20
Quantedge Capital
Singapore
$2.31M +$355K +27,900 +18%
CA
21
Corrado Advisors
New Jersey
$2.1M -$376K -29,478 -15%
Stifel Financial
22
Stifel Financial
Missouri
$1.67M -$11.3K -886 -0.7%
MC
23
Matisse Capital
Oregon
$1.65M – – –
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.62M -$659K -51,700 -29%
RAM
25
Readystate Asset Management
Illinois
$1.47M +$1.47M +115,742 New
1
2 3 4