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NXG

NXG NextGen Infrastructure Income Fund

22 hedge funds and large institutions have $21.7M invested in NXG NextGen Infrastructure Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

41% more capital invested

Capital invested by funds: $15.4M → $21.7M (+$6.33M)

16% more funds holding

Funds holding: 1922 (+3)

0.7% more ownership

Funds ownership: 2.46%3.16% (+0.7%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.44M +$2.7M +24,827 +175%
AAM
2
Advisors Asset Management
Colorado
$4.06M +$754K +6,939 +24%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.56M -$86.1K -793 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.09M +$149K +1,373 +8%
Invesco
5
Invesco
Georgia
$1.66M +$585K +5,391 +58%
TSW
6
Thompson Siegel & Walmsley
Virginia
$1.08M +$345K +3,177 +50%
LPL Financial
7
LPL Financial
California
$1.03M +$48.9K +450 +5%
Stifel Financial
8
Stifel Financial
Missouri
$950K +$57K +525 +7%
Deutsche Bank
9
Deutsche Bank
Germany
$663K -$43.4K -400 -6%
CAN
10
Cetera Advisor Networks
California
$599K +$82.1K +756 +17%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$417K +$9.01K +83 +2%
VKH
12
Virtu KCG Holdings
New York
$305K +$292K +2,685 New
WAM
13
Wolverine Asset Management
Illinois
$224K -$364K -3,350 -63%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$224K +$214K +1,969 New
US Bancorp
15
US Bancorp
Minnesota
$213K
PFG
16
Piershale Financial Group
Illinois
$55K +$53K +488 New
BRWA
17
B. Riley Wealth Advisors
Florida
$44.1K +$42.1K +388 New
Wells Fargo
18
Wells Fargo
California
$43K
U
19
UBS
Switzerland
$35K -$208K -1,913 -86%
PTC
20
Private Trust Company
Ohio
$23K
AIG
21
American International Group
New York
$14.2K +$13.6K +125 New
Bank of America
22
Bank of America
North Carolina
$11K +$10.9K +100 New
DADC
23
D.A. Davidson & Co
Montana
-$38K -375 Closed
AUB
24
Atlantic Union Bankshares
Virginia
-$11K -125 Closed
PFA
25
Paradigm Financial Advisors
Missouri
-$8K -75 Closed

NXG Hedge Fund Activity: Q2 2014 in Review

22 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q2 2014, worth a combined $21.7M — up 41% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NXG positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.7M. The largest seller was Wolverine Asset Management, cutting an estimated $364K.

  • 22 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $21.7M of NXG NextGen Infrastructure Income Fund stock for Q2 2014, up 41% quarter-over-quarter.
  • 6 funds opened new NXG NextGen Infrastructure Income Fund positions in Q2 2014 and 3 closed out, a net change of +3 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q2 2014 was Guggenheim Capital, an estimated $2.7M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q2 2014 was Wolverine Asset Management, an estimated $364K sold.

Based on aggregated 13F filings for Q2 2014.