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NXG

NXG NextGen Infrastructure Income Fund

27 hedge funds and large institutions have $18.2M invested in NXG NextGen Infrastructure Income Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $13.8M → $18.2M (+$4.47M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

17.44% more ownership

Funds ownership: 5.45%22.89% (+17%)

29% less funds holding

Funds holding: 3827 (-11)

85% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 13

Holders
27
Holders Change
-11
Holders Change %
-28.95%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.52M -$48.2K -1,638 -2%
SIA
2
Sit Investment Associates
Minnesota
$2.32M -$61.7K -2,099 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.52M -$296K -10,062 -17%
WAM
4
Wolverine Asset Management
Illinois
$1.5M -$478K -16,248 -25%
OC
5
Oppenheimer & Co
New York
$1.25M +$187K +6,359 +18%
AC
6
Almitas Capital
California
$1.2M +$1.15M +39,161 New
Stifel Financial
7
Stifel Financial
Missouri
$1.05M +$923K +31,385 +1,032%
YCM
8
Yakira Capital Management
Connecticut
$1.05M +$199K +6,773 +25%
Invesco
9
Invesco
Georgia
$861K -$55.5K -1,886 -6%
LCM
10
Landscape Capital Management
New Jersey
$738K -$3.03K -103 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$575K +$129K +4,390 +31%
Walleye Capital
12
Walleye Capital
New York
$509K +$304K +10,334 +165%
CL
13
CSS LLC
Illinois
$500K +$11K +373 +2%
UBS Group
14
UBS Group
Switzerland
$465K +$200K +6,798 +81%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$464K +$126K +4,286 +39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$454K +$14.4K +488 +3%
6M
17
6 Meridian
Kansas
$370K +$2.5K +85 +0.7%
Walleye Trading
18
Walleye Trading
New York
$252K +$141K +4,785 +139%
9WM
19
9258 Wealth Management
Ohio
$219K -$1.74K -59 -0.8%
Wells Fargo
20
Wells Fargo
California
$174K -$234K -7,946 -58%
CF
21
Centaurus Financial
California
$150K -$37.5K -1,274 -21%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$27K
Bank of America
23
Bank of America
North Carolina
$16K +$500 +17 +3%
CAN
24
Cetera Advisor Networks
California
$10K +$9.65K +328 New
Citigroup
25
Citigroup
New York
$6K +$2.91K +99 +98%

NXG Hedge Fund Activity: Q2 2020 in Review

27 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q2 2020, worth a combined $18.2M — up 32% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NXG and 2 opened new positions — a net loss of 11 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Almitas Capital, opening a new position worth an estimated $1.15M. The largest seller was Wolverine Asset Management, cutting an estimated $478K.

  • 27 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q2 2020, down from 38 in Q1 2020.
  • Funds reported $18.2M of NXG NextGen Infrastructure Income Fund stock for Q2 2020, up 32% quarter-over-quarter.
  • 2 funds opened new NXG NextGen Infrastructure Income Fund positions in Q2 2020 and 13 closed out, a net change of -11 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q2 2020 was Almitas Capital, an estimated $1.15M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q2 2020 was Wolverine Asset Management, an estimated $478K sold.

Based on aggregated 13F filings for Q2 2020.