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NXG

NXG NextGen Infrastructure Income Fund

21 hedge funds and large institutions have $17.4M invested in NXG NextGen Infrastructure Income Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.01% more ownership

Funds ownership: 3.65%3.66% (+0.01%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

8% less capital invested

Capital invested by funds: $18.9M → $17.4M (-$1.49M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.53M -$419K -4,927 -10%
Morgan Stanley
2
Morgan Stanley
New York
$2.34M -$54.8K -644 -2%
Invesco
3
Invesco
Georgia
$1.9M +$197K +2,321 +10%
WAM
4
Wolverine Asset Management
Illinois
$1.69M +$1.17M +13,809 +169%
AAM
5
Advisors Asset Management
Colorado
$1.38M -$436K -5,124 -22%
COLIM
6
City of London Investment Management
United Kingdom
$1.16M +$1.28M +15,026 New
RJA
7
Raymond James & Associates
Florida
$976K +$162K +1,899 +18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$874K -$1.81M -21,323 -65%
TSW
9
Thompson Siegel & Walmsley
Virginia
$748K +$19.1K +225 +2%
CAN
10
Cetera Advisor Networks
California
$632K
OC
11
Oppenheimer & Co
New York
$385K -$22K -259 -5%
Stifel Financial
12
Stifel Financial
Missouri
$322K +$36.4K +428 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$318K
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$297K
LPL Financial
15
LPL Financial
California
$245K -$44.7K -525 -14%
UBS Group
16
UBS Group
Switzerland
$214K +$117K +1,377 +99%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$163K +$52.3K +615 +41%
Wells Fargo
18
Wells Fargo
California
$119K
Bank of America
19
Bank of America
North Carolina
$91K
Citigroup
20
Citigroup
New York
$21K +$12.9K +152 +131%
AIG
21
American International Group
New York
$14K
TRCT
22
Tower Research Capital (TRC)
New York
$11K +$11.8K +139 New
VKH
23
Virtu KCG Holdings
New York
-$202K -2,357 Closed
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
-$11K -125 Closed

NXG Hedge Fund Activity: Q2 2015 in Review

21 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q2 2015, worth a combined $17.4M — down 7.9% from $18.9M a quarter earlier.

Fund positioning in NXG was balanced in Q2 2015: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $1.28M. The largest seller was Royal Bank of Canada, cutting an estimated $1.81M.

  • 21 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $17.4M of NXG NextGen Infrastructure Income Fund stock for Q2 2015, down 7.9% quarter-over-quarter.
  • 2 funds opened new NXG NextGen Infrastructure Income Fund positions in Q2 2015 and 2 closed out, a net change of 0 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q2 2015 was City of London Investment Management, an estimated $1.28M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q2 2015 was Royal Bank of Canada, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2015.