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NXG

NXG NextGen Infrastructure Income Fund

24 hedge funds and large institutions have $26.7M invested in NXG NextGen Infrastructure Income Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.68% less ownership

Funds ownership: 5.13%4.45% (-0.68%)

8% less capital invested

Capital invested by funds: $28.9M → $26.7M (-$2.19M)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.1M +$67.9K +898 +0.5%
Invesco
2
Invesco
Georgia
$2.01M +$507K +6,707 +35%
CL
3
CSS LLC
Illinois
$1.76M
OC
4
Oppenheimer & Co
New York
$1.76M -$2.57K -34 -0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.56M -$564K -7,467 -27%
RJA
6
Raymond James & Associates
Florida
$1.14M -$57.6K -762 -5%
Wells Fargo
7
Wells Fargo
California
$989K -$51.1K -676 -5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$946K +$313K +4,140 +51%
Morgan Stanley
9
Morgan Stanley
New York
$868K +$27.6K +365 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$520K +$35.9K +475 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$489K +$480K +6,356 New
RJT
12
Raymond James Trust
Florida
$436K +$23.7K +313 +6%
Stifel Financial
13
Stifel Financial
Missouri
$309K -$16.9K -223 -5%
UBS Group
14
UBS Group
Switzerland
$259K +$158K +2,093 +165%
Ameriprise
15
Ameriprise
Minnesota
$198K -$6.35K -84 -3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$134K
AF
17
Advisornet Financial
Minnesota
$65K
Bank of America
18
Bank of America
North Carolina
$46K -$1.89K -25 -4%
FHB
19
First Hawaiian Bank
Hawaii
$27K +$27.1K +358 New
BWM
20
Baystate Wealth Management
Massachusetts
$22K +$453 +6 +2%
AG
21
Advisor Group
Arizona
$18K -$129K -1,701 -88%
IA
22
IFP Advisors
Florida
$15K +$605 +8 +4%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$11.5K +152 New
CF
24
Centaurus Financial
California
$171 -$151K -1,992 -100%
RCM
25
Rivernorth Capital Management
Florida
-$2.55M -35,207 Closed

NXG Hedge Fund Activity: Q3 2018 in Review

24 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2018, worth a combined $26.7M — down 7.6% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NXG and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Invesco, adding an estimated $507K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.55M sold.

  • 24 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2018, down from 27 in Q2 2018.
  • Funds reported $26.7M of NXG NextGen Infrastructure Income Fund stock for Q3 2018, down 7.6% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2018 and 6 closed out, a net change of -3 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2018 was Invesco, an estimated $507K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q3 2018.