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NXG

NXG NextGen Infrastructure Income Fund

23 hedge funds and large institutions have $22.7M invested in NXG NextGen Infrastructure Income Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $21M → $22.7M (+$1.74M)

5% more funds holding

Funds holding: 2223 (+1)

0.15% more ownership

Funds ownership: 5.53%5.68% (+0.15%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$10.5M +$1.73M +26,681 +20%
AAM
2
Advisors Asset Management
Colorado
$4.78M -$151K -2,337 -3%
MC
3
Matisse Capital
Oregon
$1.38M -$170K -2,625 -11%
RJA
4
Raymond James & Associates
Florida
$1.28M -$86.1K -1,329 -6%
OC
5
Oppenheimer & Co
New York
$680K +$143K +2,200 +27%
Invesco
6
Invesco
Georgia
$669K -$298K -4,593 -31%
Stifel Financial
7
Stifel Financial
Missouri
$635K +$170K +2,627 +38%
Morgan Stanley
8
Morgan Stanley
New York
$617K +$38.6K +596 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$613K +$27.4K +423 +5%
RJT
10
Raymond James Trust
Florida
$390K +$15.6K +241 +4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$312K +$1.36K +21 +0.4%
SIA
12
Sit Investment Associates
Minnesota
$245K +$240K +3,698 New
Wells Fargo
13
Wells Fargo
California
$222K +$106K +1,634 +95%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$213K -$13K -200 -6%
UBS Group
15
UBS Group
Switzerland
$94K +$6.09K +94 +7%
AG
16
Advisor Group
Arizona
$45K
DADC
17
D.A. Davidson & Co
Montana
$16K +$16.2K +250 New
IA
18
IFP Advisors
Florida
$11K
FANJ
19
Financial Architects (New Jersey)
New Jersey
$7K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K
TRCT
21
Tower Research Capital (TRC)
New York
$6K +$5.64K +87 New
Creative Planning
22
Creative Planning
Kansas
$2K +$2.14K +33 New
MFS
23
MSI Financial Services
Massachusetts
$1K +$583 +9 New
1CP
24
1607 Capital Partners
Virginia
-$583K -9,307 Closed
GC
25
Guggenheim Capital
Illinois
-$532K -8,492 Closed

NXG Hedge Fund Activity: Q3 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2016, worth a combined $22.7M — up 8.3% from $21M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXG positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $1.73M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $583K sold.

  • 23 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2016, up from 22 in Q2 2016.
  • Funds reported $22.7M of NXG NextGen Infrastructure Income Fund stock for Q3 2016, up 8.3% quarter-over-quarter.
  • 5 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2016 and 4 closed out, a net change of +1 holder.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2016 was Bulldog Investors, an estimated $1.73M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2016 was 1607 Capital Partners, an estimated $583K sold.

Based on aggregated 13F filings for Q3 2016.