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NXG

NXG NextGen Infrastructure Income Fund

32 hedge funds and large institutions have $24.3M invested in NXG NextGen Infrastructure Income Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $22.5M → $24.3M (+$1.82M)

2.09% less ownership

Funds ownership: 22.07%19.98% (-2.1%)

11% less funds holding

Funds holding: 3632 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.15M +$545K +12,008 +13%
PPA
2
Parametric Portfolio Associates
Washington
$2.52M +$2.1M +46,274 +784%
Morgan Stanley
3
Morgan Stanley
New York
$2.42M +$429K +9,458 +23%
OC
4
Oppenheimer & Co
New York
$1.77M +$36.5K +804 +2%
YCM
5
Yakira Capital Management
Connecticut
$1.63M -$257K -5,667 -14%
RJA
6
Raymond James & Associates
Florida
$1.57M +$428K +9,436 +41%
Stifel Financial
7
Stifel Financial
Missouri
$1.07M +$94.6K +2,083 +10%
CL
8
CSS LLC
Illinois
$829K +$11K +243 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$743K -$8.17K -180 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$721K +$18.3K +403 +3%
UBS Group
11
UBS Group
Switzerland
$657K +$22.7K +501 +4%
6M
12
6 Meridian
Kansas
$624K +$72.3K +1,593 +14%
Invesco
13
Invesco
Georgia
$611K -$45.7K -1,006 -7%
AC
14
Aristides Capital
Kentucky
$607K
MC
15
Matisse Capital
Oregon
$543K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$533K -$33K -728 -6%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$434K +$407K +8,971 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$398K +$374K +8,235 New
KPWS
19
Kestra Private Wealth Services
Texas
$344K -$75.9K -1,673 -19%
Wells Fargo
20
Wells Fargo
California
$318K -$86K -1,895 -22%
CA
21
Cornerstone Advisors
North Carolina
$278K -$488K -10,749 -65%
Walleye Trading
22
Walleye Trading
New York
$255K -$67.2K -1,481 -22%
CF
23
Centaurus Financial
California
$128K -$17K -375 -12%
Bank of America
24
Bank of America
North Carolina
$58K +$7.13K +157 +15%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$42K -$11.3K -250 -22%

NXG Hedge Fund Activity: Q2 2021 in Review

32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q2 2021, worth a combined $24.3M — up 8.1% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXG and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.1M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.06M sold.

  • 32 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q2 2021, down from 36 in Q1 2021.
  • Funds reported $24.3M of NXG NextGen Infrastructure Income Fund stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q2 2021 and 7 closed out, a net change of -4 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q2 2021 was Parametric Portfolio Associates, an estimated $2.1M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q2 2021 was Sit Investment Associates, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2021.