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NXG

NXG NextGen Infrastructure Income Fund

27 hedge funds and large institutions have $18M invested in NXG NextGen Infrastructure Income Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $14.2M → $18M (+$3.79M)

23% more funds holding

Funds holding: 2227 (+5)

1.25% more ownership

Funds ownership: 3.86%5.11% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.3M +$3.21M +51,713 +218%
MC
2
Matisse Capital
Oregon
$2.44M +$2.65M +42,768 New
GC
3
Guggenheim Capital
Illinois
$1.68M -$705K -11,376 -28%
WAM
4
Wolverine Asset Management
Illinois
$1.37M +$10.4K +167 +0.7%
COLIM
5
City of London Investment Management
United Kingdom
$1.2M -$201K -3,246 -13%
Invesco
6
Invesco
Georgia
$1.12M -$244K -3,943 -17%
Morgan Stanley
7
Morgan Stanley
New York
$948K -$651K -10,498 -39%
RJA
8
Raymond James & Associates
Florida
$815K +$31.2K +503 +4%
BI
9
Bulldog Investors
New Jersey
$680K +$739K +11,921 New
1CP
10
1607 Capital Partners
Virginia
$620K +$125K +2,020 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$487K -$78.8K -1,271 -13%
OC
12
Oppenheimer & Co
New York
$451K -$558 -9 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$308K
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$205K
CA
15
Cornerstone Advisors
North Carolina
$194K +$211K +3,397 New
LCM
16
Landscape Capital Management
New Jersey
$187K +$44.6K +720 +28%
MM
17
Midas Management
New York
$186K +$201K +3,250 New
RTS
18
Round Table Services
New Jersey
$178K +$194K +3,125 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$163K +$1.49K +24 +0.8%
Stifel Financial
20
Stifel Financial
Missouri
$159K -$80.3K -1,295 -32%
Wells Fargo
21
Wells Fargo
California
$95K +$22K +355 +27%
AIA
22
Allegis Investment Advisors
Idaho
$58K +$63.3K +1,021 New
UBS Group
23
UBS Group
Switzerland
$56K -$65.2K -1,052 -52%
Citigroup
24
Citigroup
New York
$28K +$11.5K +186 +61%
IA
25
IFP Advisors
Florida
$15K +$16.7K +270 New

NXG Hedge Fund Activity: Q4 2015 in Review

27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q4 2015, worth a combined $18M — up 27% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXG positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $3.21M. The largest seller was Guggenheim Capital, cutting an estimated $705K.

  • 27 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q4 2015, up from 22 in Q3 2015.
  • Funds reported $18M of NXG NextGen Infrastructure Income Fund stock for Q4 2015, up 27% quarter-over-quarter.
  • 8 funds opened new NXG NextGen Infrastructure Income Fund positions in Q4 2015 and 3 closed out, a net change of +5 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q4 2015 was Advisors Asset Management, an estimated $3.21M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q4 2015 was Guggenheim Capital, an estimated $705K sold.

Based on aggregated 13F filings for Q4 2015.