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NXG

NXG NextGen Infrastructure Income Fund

36 hedge funds and large institutions have $22.5M invested in NXG NextGen Infrastructure Income Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

3% less funds holding

Funds holding: 3736 (-1)

5.61% less ownership

Funds ownership: 27.68%22.07% (-5.6%)

12% less capital invested

Capital invested by funds: $25.6M → $22.5M (-$3.11M)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.82M +$738K +18,259 +24%
SIA
2
Sit Investment Associates
Minnesota
$3.06M
Morgan Stanley
3
Morgan Stanley
New York
$1.64M -$50.9K -1,260 -3%
QC
4
Quantedge Capital
Singapore
$1.62M -$268K -6,637 -14%
YCM
5
Yakira Capital Management
Connecticut
$1.59M
OC
6
Oppenheimer & Co
New York
$1.44M +$6.47K +160 +0.4%
RJA
7
Raymond James & Associates
Florida
$932K +$423K +10,478 +83%
Stifel Financial
8
Stifel Financial
Missouri
$810K -$16.6K -412 -2%
CL
9
CSS LLC
Illinois
$682K +$10.8K +268 +2%
CA
10
Cornerstone Advisors
North Carolina
$666K +$667K +16,500 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$627K -$62.5K -1,546 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$586K +$77.3K +1,913 +15%
Invesco
13
Invesco
Georgia
$551K -$234K -5,783 -30%
UBS Group
14
UBS Group
Switzerland
$529K -$9.17K -227 -2%
AC
15
Aristides Capital
Kentucky
$511K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$474K +$14.2K +352 +3%
6M
17
6 Meridian
Kansas
$456K -$107K -2,646 -19%
MC
18
Matisse Capital
Oregon
$453K
KPWS
19
Kestra Private Wealth Services
Texas
$355K -$433K -10,711 -55%
Wells Fargo
20
Wells Fargo
California
$342K +$24K +595 +8%
LCM
21
Landscape Capital Management
New Jersey
$316K -$878K -21,737 -73%
Walleye Trading
22
Walleye Trading
New York
$273K -$40K -991 -13%
PPA
23
Parametric Portfolio Associates
Washington
$238K +$239K +5,902 New
EP
24
Eudaimonia Partners
Tennessee
$131K +$60.4K +1,495 +86%
WAM
25
Wolverine Asset Management
Illinois
$125K -$1.65M -40,767 -93%

NXG Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2021, worth a combined $22.5M — down 12% from $25.6M a quarter earlier.

Fund positioning in NXG was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 13 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $738K. The largest seller was Wolverine Asset Management, cutting an estimated $1.65M.

  • 36 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2021, down from 37 in Q4 2020.
  • Funds reported $22.5M of NXG NextGen Infrastructure Income Fund stock for Q1 2021, down 12% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2021 and 3 closed out, a net change of 0 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2021 was Advisors Asset Management, an estimated $738K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2021 was Wolverine Asset Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q1 2021.