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NXG

NXG NextGen Infrastructure Income Fund

27 hedge funds and large institutions have $25.7M invested in NXG NextGen Infrastructure Income Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

26% more capital invested

Capital invested by funds: $20.4M → $25.7M (+$5.31M)

2.49% more ownership

Funds ownership: 4.27%6.76% (+2.5%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.6M +$832K +11,290 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.56M +$554K +7,510 +44%
CL
3
CSS LLC
Illinois
$1.45M +$1.69M +22,974 New
RCM
4
Rivernorth Capital Management
Florida
$1.4M +$1.64M +22,241 New
OC
5
Oppenheimer & Co
New York
$1.39M +$692K +9,388 +74%
RJA
6
Raymond James & Associates
Florida
$1.07M -$60.2K -817 -5%
WAM
7
Weiss Asset Management
Massachusetts
$992K +$1.16M +15,772 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$929K +$1.09M +14,775 New
YCM
9
Yakira Capital Management
Connecticut
$882K +$1.03M +14,022 New
CCP
10
Clough Capital Partners
Massachusetts
$878K +$1.03M +13,960 New
Invesco
11
Invesco
Georgia
$848K +$258K +3,501 +35%
SIA
12
Sit Investment Associates
Minnesota
$848K +$994K +13,480 New
Morgan Stanley
13
Morgan Stanley
New York
$676K +$414K +5,615 +109%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$512K +$35.8K +486 +6%
RJT
15
Raymond James Trust
Florida
$337K
LCM
16
Landscape Capital Management
New Jersey
$334K +$392K +5,313 New
Stifel Financial
17
Stifel Financial
Missouri
$229K -$21.7K -294 -8%
Ameriprise
18
Ameriprise
Minnesota
$178K -$72.5K -983 -26%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$161K +$189K +2,557 New
UBS Group
20
UBS Group
Switzerland
$139K +$69.4K +941 +74%
AG
21
Advisor Group
Arizona
$125K
Wells Fargo
22
Wells Fargo
California
$55K -$98.4K -1,335 -60%
AF
23
Advisornet Financial
Minnesota
$53K +$62.7K +850 New
IA
24
IFP Advisors
Florida
$22K
BWM
25
Baystate Wealth Management
Massachusetts
$19K

NXG Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2018, worth a combined $25.7M — up 26% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXG positions and 4 closed out — a net gain of 7 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was CSS LLC, opening a new position worth an estimated $1.69M. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $1.01M sold.

  • 27 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2018, up from 20 in Q4 2017.
  • Funds reported $25.7M of NXG NextGen Infrastructure Income Fund stock for Q1 2018, up 26% quarter-over-quarter.
  • 11 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2018 and 4 closed out, a net change of +7 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2018 was CSS LLC, an estimated $1.69M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2018 was Benjamin F. Edwards & Company, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2018.