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NXG

NXG NextGen Infrastructure Income Fund

31 hedge funds and large institutions have $17.8M invested in NXG NextGen Infrastructure Income Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

15% more funds holding

Funds holding: 2731 (+4)

2.62% more ownership

Funds ownership: 22.89%25.51% (+2.6%)

2% less capital invested

Capital invested by funds: $18.2M → $17.8M (-$427K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.15M -$67.3K -2,223 -3%
SIA
2
Sit Investment Associates
Minnesota
$2.03M
WAM
3
Wolverine Asset Management
Illinois
$1.55M +$266K +8,788 +18%
YCM
4
Yakira Capital Management
Connecticut
$1.43M +$573K +18,908 +55%
Morgan Stanley
5
Morgan Stanley
New York
$1.26M -$85.3K -2,815 -6%
OC
6
Oppenheimer & Co
New York
$1.1M +$4.85K +160 +0.4%
KPWS
7
Kestra Private Wealth Services
Texas
$839K +$947K +31,269 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$783K +$885K +29,200 New
CRC
9
Curi RMB Capital
Illinois
$752K +$849K +28,013 New
AC
10
Almitas Capital
California
$712K -$382K -12,610 -32%
LCM
11
Landscape Capital Management
New Jersey
$644K -$3.27K -108 -0.4%
Invesco
12
Invesco
Georgia
$600K -$175K -5,776 -21%
RJA
13
Raymond James & Associates
Florida
$503K +$567K +18,730 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$460K +$70.2K +2,318 +16%
Walleye Capital
15
Walleye Capital
New York
$450K +$5.21K +172 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$439K -$72.6K -2,398 -13%
Stifel Financial
17
Stifel Financial
Missouri
$417K -$572K -18,891 -55%
UBS Group
18
UBS Group
Switzerland
$360K -$53.6K -1,770 -12%
6M
19
6 Meridian
Kansas
$360K +$40.6K +1,341 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$300K -$121K -3,994 -26%
Wells Fargo
21
Wells Fargo
California
$251K +$111K +3,654 +64%
Walleye Trading
22
Walleye Trading
New York
$224K +$4.03K +133 +2%
CF
23
Centaurus Financial
California
$119K -$13.4K -443 -9%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$23K
Bank of America
25
Bank of America
North Carolina
$15K +$364 +12 +2%

NXG Hedge Fund Activity: Q3 2020 in Review

31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2020, worth a combined $17.8M — down 2.3% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NXG positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Benjamin F. Edwards & Company, opening a new position worth an estimated $885K. The largest seller was Stifel Financial, cutting an estimated $572K.

  • 31 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2020, up from 27 in Q2 2020.
  • Funds reported $17.8M of NXG NextGen Infrastructure Income Fund stock for Q3 2020, down 2.3% quarter-over-quarter.
  • 7 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2020 and 3 closed out, a net change of +4 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2020 was Benjamin F. Edwards & Company, an estimated $885K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2020 was Stifel Financial, an estimated $572K sold.

Based on aggregated 13F filings for Q3 2020.