founded in 1939, neuberger berman is a private, 100% independent, employee-owned investment manager. from offices in 31 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. with more than 500 investment professionals and more than 1,900 employees in total, neuberger berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. our culture has afforded us enviable retention rates among our senior investment staff and has earned us a citation in the top-ranked firm (among those with 1,000 or more employees) in the pensions & investments "best places to work in money management" survey each year since 2013. for important disclosures: http://www.nb.com/linkedin
NBXG stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
9 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
5 Jan 24
N-PX
Annual report of proxy voting record
31 Aug 23
DEF 14A
Definitive proxy
11 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Jun 23
N-CEN
Annual report (registered investment company)
11 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
5 Jan 23
N-PX
Annual report of proxy voting record
30 Aug 22
DEF 14A
Definitive proxy
10 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
6 Jul 22
Latest ownership filings
SC 13D/A
Saba Capital Management, L.P.
11 Apr 24
NPORT-P
Neuberger Berman Next Generation Connectivity Fund Inc. (Jan 2024 report)
1 Apr 24
SC 13G/A
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
8 Mar 24
SC 13G
Karpus Management, Inc.
13 Feb 24
SC 13G
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
9 Feb 24
SC 13D
Saba Capital Management, L.P.
5 Jan 24
NPORT-P
Neuberger Berman Next Generation Connectivity Fund Inc. (Oct 2023 report)
27 Dec 23
NPORT-P
Neuberger Berman Next Generation Connectivity Fund Inc. (Jul 2023 report)
19 Sep 23
SC 13G/A
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
8 Sep 23
3
Ami Kaplan
7 Jul 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Neuberger Berman Next Generation Connectivity Fund Inc. | – | -1.83 | -2.17 | -7.51 | 950.06 mm | 517 | Oct 2023 |
Institutional ownership, Q3 2023
34.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 70 |
Opened positions | 10 |
Closed positions | 7 |
Increased positions | 32 |
Reduced positions | 16 |
13F shares | Current |
---|---|
Total value | 261.75 bn |
Total shares | 27.10 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Saba Capital Management | 3.96 mm | $41.23 bn |
City Of London Investment Management | 3.76 mm | $39.19 bn |
Karpus Management | 3.69 mm | $38.50 bn |
MS Morgan Stanley | 3.03 mm | $31.57 bn |
Lazard Asset Management | 1.97 mm | $20.53 mm |
UBS UBS Group AG - Registered Shares | 1.28 mm | $13.34 bn |
Cornerstone Advisors | 1.08 mm | $11.21 bn |
WFC Wells Fargo & Co. | 1.01 mm | $10.54 bn |
BAC Bank Of America | 982.41 k | $10.24 bn |
1607 Capital Partners | 971.52 k | $10.12 bn |