We are live on ! Find out more
NXG

NXG NextGen Infrastructure Income Fund

30 hedge funds and large institutions have $31.9M invested in NXG NextGen Infrastructure Income Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $21.6M → $31.9M (+$10.3M)

2.78% more ownership

Funds ownership: 4.9%7.69% (+2.8%)

6% less funds holding

Funds holding: 3230 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.29M +$9.16M +169,578 +3,100%
AAM
2
Advisors Asset Management
Colorado
$4.04M -$1.86M -34,351 -31%
Morgan Stanley
3
Morgan Stanley
New York
$2.98M +$1.39M +25,818 +85%
OC
4
Oppenheimer & Co
New York
$1.8M +$342K +6,336 +23%
LCM
5
Landscape Capital Management
New Jersey
$1.79M +$1.68M +31,096 +1,183%
WAM
6
Wolverine Asset Management
Illinois
$1.56M +$1.59M +29,435 New
Invesco
7
Invesco
Georgia
$1.55M -$46.9K -869 -3%
YCM
8
Yakira Capital Management
Connecticut
$1.31M +$608K +11,260 +84%
CL
9
CSS LLC
Illinois
$919K +$804K +14,882 +614%
Wells Fargo
10
Wells Fargo
California
$860K +$669K +12,396 +326%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$765K +$110K +2,041 +16%
CF
12
Centaurus Financial
California
$712K +$341K +6,308 +89%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$670K -$122K -2,263 -15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$516K -$230K -4,267 -31%
CCP
15
Clough Capital Partners
Massachusetts
$423K +$430K +7,969 New
9WM
16
9258 Wealth Management
Ohio
$392K -$3.46K -64 -0.9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$381K +$63.9K +1,184 +20%
UBS Group
18
UBS Group
Switzerland
$366K +$317K +5,877 +574%
RJA
19
Raymond James & Associates
Florida
$348K -$23.8K -440 -6%
RJT
20
Raymond James Trust
Florida
$284K -$33.1K -613 -10%
Walleye Capital
21
Walleye Capital
New York
$259K +$24.3K +450 +10%
Walleye Trading
22
Walleye Trading
New York
$258K +$51.3K +950 +24%
Stifel Financial
23
Stifel Financial
Missouri
$178K +$38.8K +719 +27%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$92K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$46K

NXG Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2019, worth a combined $31.9M — up 48% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXG and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $9.16M. The largest seller was Advisors Asset Management, cutting an estimated $1.86M.

  • 30 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2019, down from 32 in Q2 2019.
  • Funds reported $31.9M of NXG NextGen Infrastructure Income Fund stock for Q3 2019, up 48% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2019 and 5 closed out, a net change of -2 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2019 was Sit Investment Associates, an estimated $9.16M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2019 was Advisors Asset Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2019.