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NXG

NXG NextGen Infrastructure Income Fund

20 hedge funds and large institutions have $19.4M invested in NXG NextGen Infrastructure Income Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0.17% more ownership

Funds ownership: 3.59%3.76% (+0.17%)

5% less funds holding

Funds holding: 2120 (-1)

19% less capital invested

Capital invested by funds: $23.8M → $19.4M (-$4.43M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
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
$4.74M +$185K +1,922 +4%
Morgan Stanley
2
Morgan Stanley
New York
$3.14M +$562K +5,851 +19%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.85M +$47.4K +494 +2%
AAM
4
Advisors Asset Management
Colorado
$2.69M -$129K -1,339 -4%
Invesco
5
Invesco
Georgia
$1.71M +$99.4K +1,035 +5%
TSW
6
Thompson Siegel & Walmsley
Virginia
$808K
WAM
7
Wolverine Asset Management
Illinois
$806K +$908K +9,455 New
CAN
8
Cetera Advisor Networks
California
$534K +$54.9K +572 +10%
LPL Financial
9
LPL Financial
California
$482K -$259K -2,700 -32%
RJA
10
Raymond James & Associates
Florida
$346K +$389K +4,054 New
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$328K +$17.1K +178 +5%
Stifel Financial
12
Stifel Financial
Missouri
$305K -$560K -5,833 -62%
VKH
13
Virtu KCG Holdings
New York
$279K -$37.2K -388 -11%
UBS Group
14
UBS Group
Switzerland
$163K +$184K +1,913 New
Bank of America
15
Bank of America
North Carolina
$122K +$127K +1,325 +1,325%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$39K +$44K +458 New
AIG
17
American International Group
New York
$20.9K +$11.5K +120 +96%
Citigroup
18
Citigroup
New York
$16K +$4.42K +46 +34%
Wells Fargo
19
Wells Fargo
California
$12K +$4.42K +46 +46%
BRWA
20
B. Riley Wealth Advisors
Florida
$33 +$37.2K +388 New
Deutsche Bank
21
Deutsche Bank
Germany
-$341K -3,113 Closed
JMPWA
22
JP Morgan Private Wealth Advisors
California
-$216K -1,969 Closed
PTC
23
Private Trust Company
Ohio
-$22K -200 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$8K -75 Closed

NXG Hedge Fund Activity: Q4 2014 in Review

20 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q4 2014, worth a combined $19.4M — down 19% from $23.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXG positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $908K. The largest seller was Stifel Financial, cutting an estimated $560K.

  • 20 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q4 2014, down from 21 in Q3 2014.
  • Funds reported $19.4M of NXG NextGen Infrastructure Income Fund stock for Q4 2014, down 19% quarter-over-quarter.
  • 5 funds opened new NXG NextGen Infrastructure Income Fund positions in Q4 2014 and 4 closed out, a net change of +1 holder.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q4 2014 was Wolverine Asset Management, an estimated $908K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q4 2014 was Stifel Financial, an estimated $560K sold.

Based on aggregated 13F filings for Q4 2014.