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NXG

NXG NextGen Infrastructure Income Fund

21 hedge funds and large institutions have $18.9M invested in NXG NextGen Infrastructure Income Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2021 (+1)

0.11% less ownership

Funds ownership: 3.76%3.65% (-0.11%)

2% less capital invested

Capital invested by funds: $19.4M → $18.9M (-$473K)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.37M -$384K -4,462 -8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.8M -$61.5K -716 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.65M -$507K -5,896 -16%
AAM
4
Advisors Asset Management
Colorado
$1.98M -$728K -8,465 -27%
Invesco
5
Invesco
Georgia
$1.91M +$189K +2,193 +11%
RJA
6
Raymond James & Associates
Florida
$921K +$576K +6,699 +165%
TSW
7
Thompson Siegel & Walmsley
Virginia
$812K
WAM
8
Wolverine Asset Management
Illinois
$699K -$111K -1,294 -14%
CAN
9
Cetera Advisor Networks
California
$632K +$100K +1,166 +19%
OC
10
Oppenheimer & Co
New York
$450K +$452K +5,254 New
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$330K
Stifel Financial
12
Stifel Financial
Missouri
$322K +$15.6K +182 +5%
LPL Financial
13
LPL Financial
California
$321K -$164K -1,912 -34%
VKH
14
Virtu KCG Holdings
New York
$202K -$78.5K -913 -28%
Wells Fargo
15
Wells Fargo
California
$132K +$120K +1,391 +953%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$128K +$89K +1,035 +226%
UBS Group
17
UBS Group
Switzerland
$119K -$44.4K -517 -27%
Bank of America
18
Bank of America
North Carolina
$101K -$21.5K -250 -18%
AIG
19
American International Group
New York
$15.6K -$5.42K -63 -26%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$11K +$10.7K +125 New
Citigroup
21
Citigroup
New York
$10K -$5.67K -66 -36%
BRWA
22
B. Riley Wealth Advisors
Florida
-$33 -388 Closed

NXG Hedge Fund Activity: Q1 2015 in Review

21 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2015, worth a combined $18.9M — down 2.4% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NXG positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $576K. The largest seller was Advisors Asset Management, cutting an estimated $728K.

  • 21 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2015, up from 20 in Q4 2014.
  • Funds reported $18.9M of NXG NextGen Infrastructure Income Fund stock for Q1 2015, down 2.4% quarter-over-quarter.
  • 2 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2015 and 1 closed out, a net change of +1 holder.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2015 was Raymond James & Associates, an estimated $576K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2015 was Advisors Asset Management, an estimated $728K sold.

Based on aggregated 13F filings for Q1 2015.