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NXG

NXG NextGen Infrastructure Income Fund

21 hedge funds and large institutions have $23.8M invested in NXG NextGen Infrastructure Income Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $21.7M → $23.8M (+$2.09M)

0.44% more ownership

Funds ownership: 3.16%3.59% (+0.44%)

5% less funds holding

Funds holding: 2221 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.87M +$1.66M +14,572 +37%
AAM
2
Advisors Asset Management
Colorado
$3.61M -$321K -2,816 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.6M +$180K +1,582 +5%
Morgan Stanley
4
Morgan Stanley
New York
$3.4M +$1.44M +12,639 +69%
Invesco
5
Invesco
Georgia
$2.08M +$503K +4,415 +30%
TSW
6
Thompson Siegel & Walmsley
Virginia
$1.04M
Stifel Financial
7
Stifel Financial
Missouri
$1.03M +$120K +1,054 +13%
LPL Financial
8
LPL Financial
California
$902K -$77K -675 -7%
CAN
9
Cetera Advisor Networks
California
$615K +$38K +333 +6%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$402K
VKH
11
Virtu KCG Holdings
New York
$401K +$111K +973 +36%
Deutsche Bank
12
Deutsche Bank
Germany
$341K -$311K -2,726 -47%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$216K
U
14
UBS
Switzerland
$215K +$189K +1,656 +543%
PTC
15
Private Trust Company
Ohio
$22K
GSC
16
Ground Swell Capital
South Carolina
$16K +$16.4K +144 New
Citigroup
17
Citigroup
New York
$15K +$15.5K +136 New
AIG
18
American International Group
New York
$13.7K
Wells Fargo
19
Wells Fargo
California
$11K -$31.4K -275 -73%
Bank of America
20
Bank of America
North Carolina
$11K
TRCT
21
Tower Research Capital (TRC)
New York
$8K +$8.55K +75 New
WAM
22
Wolverine Asset Management
Illinois
-$224K -1,975 Closed
US Bancorp
23
US Bancorp
Minnesota
-$213K -1,875 Closed
PFG
24
Piershale Financial Group
Illinois
-$55K -488 Closed
BRWA
25
B. Riley Wealth Advisors
Florida
-$44.1K -388 Closed

NXG Hedge Fund Activity: Q3 2014 in Review

21 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2014, worth a combined $23.8M — up 9.6% from $21.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXG and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.66M. The largest seller was Advisors Asset Management, cutting an estimated $321K.

  • 21 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2014, down from 22 in Q2 2014.
  • Funds reported $23.8M of NXG NextGen Infrastructure Income Fund stock for Q3 2014, up 9.6% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2014 and 4 closed out, a net change of -1 holder.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2014 was Guggenheim Capital, an estimated $1.66M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2014 was Advisors Asset Management, an estimated $321K sold.

Based on aggregated 13F filings for Q3 2014.