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NXG

NXG NextGen Infrastructure Income Fund

23 hedge funds and large institutions have $24M invested in NXG NextGen Infrastructure Income Fund in 2016 Q4 according to their latest regulatory filings, with 4 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

5% more capital invested

Capital invested by funds: $22.7M → $24M (+$1.22M)

0.02% more ownership

Funds ownership: 5.68%5.7% (+0.02%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
23
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
4
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
$10.4M -$625K -9,224 -6%
AAM
2
Advisors Asset Management
Colorado
$5.52M +$498K +7,352 +10%
RJA
3
Raymond James & Associates
Florida
$1.51M +$163K +2,406 +12%
OC
4
Oppenheimer & Co
New York
$796K +$79.3K +1,169 +11%
Invesco
5
Invesco
Georgia
$680K -$23.5K -347 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$675K +$30.2K +446 +5%
Stifel Financial
7
Stifel Financial
Missouri
$659K -$9.02K -133 -1%
Morgan Stanley
8
Morgan Stanley
New York
$620K -$28.5K -420 -4%
SIA
9
Sit Investment Associates
Minnesota
$619K +$353K +5,209 +141%
LCM
10
Laurion Capital Management
New York
$425K +$416K +6,131 New
RJT
11
Raymond James Trust
Florida
$410K
Citigroup
12
Citigroup
New York
$365K +$357K +5,266 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$344K +$15K +221 +5%
Wells Fargo
14
Wells Fargo
California
$291K +$56.1K +827 +25%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$224K
TC
16
TFS Capital
Pennsylvania
$185K +$180K +2,662 New
AG
17
Advisor Group
Arizona
$97K +$49.4K +729 +108%
UBS Group
18
UBS Group
Switzerland
$55K -$43.3K -638 -45%
BWM
19
Baystate Wealth Management
Massachusetts
$19K +$18.6K +275 New
DADC
20
D.A. Davidson & Co
Montana
$17K
IA
21
IFP Advisors
Florida
$12K
MFS
22
MSI Financial Services
Massachusetts
$8K +$7.12K +105 +1,167%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$7K
MC
24
Matisse Capital
Oregon
-$1.38M -20,890 Closed
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7K -100 Closed

NXG Hedge Fund Activity: Q4 2016 in Review

23 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q4 2016, worth a combined $24M — up 5.4% from $22.7M a quarter earlier.

Fund positioning in NXG was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $498K. The largest seller was Matisse Capital, exiting entirely with an estimated $1.38M sold.

  • 23 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $24M of NXG NextGen Infrastructure Income Fund stock for Q4 2016, up 5.4% quarter-over-quarter.
  • 4 funds opened new NXG NextGen Infrastructure Income Fund positions in Q4 2016 and 4 closed out, a net change of 0 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q4 2016 was Advisors Asset Management, an estimated $498K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q4 2016 was Matisse Capital, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2016.