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NXG

NXG NextGen Infrastructure Income Fund

22 hedge funds and large institutions have $14.2M invested in NXG NextGen Infrastructure Income Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2122 (+1)

0.2% more ownership

Funds ownership: 3.66%3.86% (+0.2%)

19% less capital invested

Capital invested by funds: $17.4M → $14.2M (-$3.25M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.37M -$367K -5,342 -12%
Morgan Stanley
2
Morgan Stanley
New York
$1.58M -$221K -3,218 -11%
COLIM
3
City of London Investment Management
United Kingdom
$1.42M +$652K +9,479 +63%
WAM
4
Wolverine Asset Management
Illinois
$1.38M +$126K +1,839 +8%
AAM
5
Advisors Asset Management
Colorado
$1.38M +$393K +5,716 +32%
Invesco
6
Invesco
Georgia
$1.37M -$71K -1,033 -4%
RJA
7
Raymond James & Associates
Florida
$801K +$77.5K +1,128 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$580K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$570K -$105K -1,531 -14%
TSW
10
Thompson Siegel & Walmsley
Virginia
$552K -$14.4K -210 -2%
1CP
11
1607 Capital Partners
Virginia
$514K +$607K +8,837 New
OC
12
Oppenheimer & Co
New York
$460K +$200K +2,907 +58%
Stifel Financial
13
Stifel Financial
Missouri
$237K -$7.01K -102 -2%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$209K -$17.2K -250 -6%
LPL Financial
15
LPL Financial
California
$201K +$3.44K +50 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$165K +$49.9K +726 +34%
LCM
17
Landscape Capital Management
New Jersey
$148K +$175K +2,552 New
UBS Group
18
UBS Group
Switzerland
$118K -$50.6K -736 -27%
Wells Fargo
19
Wells Fargo
California
$76K -$16.2K -236 -15%
Citigroup
20
Citigroup
New York
$18K +$2.41K +35 +13%
SIM
21
Sonora Investment Management
Arizona
$18K +$18.6K +271 New
AIG
22
American International Group
New York
$7K -$4.33K -63 -35%
DADC
23
D.A. Davidson & Co
Montana
$1K +$1.79K +26 New
CAN
24
Cetera Advisor Networks
California
-$632K -7,389 Closed
Bank of America
25
Bank of America
North Carolina
-$91K -1,175 Closed

NXG Hedge Fund Activity: Q3 2015 in Review

22 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2015, worth a combined $14.2M — down 19% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXG positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $652K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $632K sold.

  • 22 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2015, up from 21 in Q2 2015.
  • Funds reported $14.2M of NXG NextGen Infrastructure Income Fund stock for Q3 2015, down 19% quarter-over-quarter.
  • 4 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2015 and 3 closed out, a net change of +1 holder.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2015 was City of London Investment Management, an estimated $652K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2015 was Cetera Advisor Networks, an estimated $632K sold.

Based on aggregated 13F filings for Q3 2015.