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NXG

NXG NextGen Infrastructure Income Fund

26 hedge funds and large institutions have $20.6M invested in NXG NextGen Infrastructure Income Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $18.1M → $20.6M (+$2.47M)

0.41% less ownership

Funds ownership: 4.31%3.9% (-0.41%)

13% less funds holding

Funds holding: 3026 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.31M -$996K -15,367 -11%
Invesco
2
Invesco
Georgia
$2.01M +$198K +3,047 +11%
OC
3
Oppenheimer & Co
New York
$1.79M +$33.7K +520 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.79M +$343K +5,292 +25%
Morgan Stanley
5
Morgan Stanley
New York
$1.09M +$108K +1,662 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$994K +$276K +4,255 +41%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$937K +$69.8K +1,076 +8%
CL
8
CSS LLC
Illinois
$831K -$390K -6,010 -33%
RJA
9
Raymond James & Associates
Florida
$693K -$266K -4,101 -29%
9WM
10
9258 Wealth Management
Ohio
$508K +$23.8K +367 +5%
RJT
11
Raymond James Trust
Florida
$403K
Wells Fargo
12
Wells Fargo
California
$333K -$315K -4,861 -50%
Stifel Financial
13
Stifel Financial
Missouri
$271K +$18.4K +283 +8%
Ameriprise
14
Ameriprise
Minnesota
$187K +$1.88K +29 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$118K
UBS Group
16
UBS Group
Switzerland
$99K -$41.2K -636 -30%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$59K
AF
18
Advisornet Financial
Minnesota
$32K -$24.3K -375 -44%
Bank of America
19
Bank of America
North Carolina
$24K -$9.73K -150 -30%
FHB
20
First Hawaiian Bank
Hawaii
$24K
BWM
21
Baystate Wealth Management
Massachusetts
$20K +$519 +8 +3%
CF
22
Centaurus Financial
California
$14.3K +$843 +13 +28%
AG
23
Advisor Group
Arizona
$14K
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$10K
IA
25
IFP Advisors
Florida
$6K -$7.2K -111 -57%

NXG Hedge Fund Activity: Q1 2019 in Review

26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2019, worth a combined $20.6M — up 14% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXG and 0 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Royal Bank of Canada, adding an estimated $343K. The largest seller was Advisors Asset Management, cutting an estimated $996K.

  • 26 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2019, down from 30 in Q4 2018.
  • Funds reported $20.6M of NXG NextGen Infrastructure Income Fund stock for Q1 2019, up 14% quarter-over-quarter.
  • 0 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2019 and 4 closed out, a net change of -4 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $343K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2019 was Advisors Asset Management, an estimated $996K sold.

Based on aggregated 13F filings for Q1 2019.