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NXG

NXG NextGen Infrastructure Income Fund

29 hedge funds and large institutions have $30.2M invested in NXG NextGen Infrastructure Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $24.3M → $30.2M (+$5.84M)

5.23% more ownership

Funds ownership: 19.98%25.21% (+5.2%)

9% less funds holding

Funds holding: 3229 (-3)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.88M -$137K -2,982 -3%
SCM
2
Saba Capital Management
New York
$4.71M +$4.61M +100,173 New
PPA
3
Parametric Portfolio Associates
Washington
$4.65M +$2.14M +46,543 +89%
Morgan Stanley
4
Morgan Stanley
New York
$2.34M -$14.7K -320 -0.6%
RJA
5
Raymond James & Associates
Florida
$2.02M +$482K +10,465 +32%
OC
6
Oppenheimer & Co
New York
$1.64M -$77.4K -1,681 -5%
QC
7
Quantedge Capital
Singapore
$1.64M +$1.6M +34,826 New
Stifel Financial
8
Stifel Financial
Missouri
$1.03M -$11.3K -245 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$807K +$104K +2,258 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$785K +$60.2K +1,308 +9%
YCM
11
Yakira Capital Management
Connecticut
$729K -$843K -18,306 -54%
UBS Group
12
UBS Group
Switzerland
$676K +$35K +761 +6%
CL
13
CSS LLC
Illinois
$633K -$169K -3,676 -21%
AC
14
Aristides Capital
Kentucky
$596K
6M
15
6 Meridian
Kansas
$527K -$78.2K -1,698 -13%
Invesco
16
Invesco
Georgia
$467K -$125K -2,718 -22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$443K -$74K -1,607 -15%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$430K +$41.4K +900 +11%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$422K
KPWS
20
Kestra Private Wealth Services
Texas
$337K +$1.61K +35 +0.5%
Wells Fargo
21
Wells Fargo
California
$309K +$46 +1 +0%
Bank of America
22
Bank of America
North Carolina
$42K -$13.5K -293 -25%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$41K
FIA
24
FNY Investment Advisers
New York
$23K +$23K +500 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$7K

NXG Hedge Fund Activity: Q3 2021 in Review

29 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2021, worth a combined $30.2M — up 24% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NXG and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4.61M. The largest seller was Yakira Capital Management, cutting an estimated $843K.

  • 29 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2021, down from 32 in Q2 2021.
  • Funds reported $30.2M of NXG NextGen Infrastructure Income Fund stock for Q3 2021, up 24% quarter-over-quarter.
  • 3 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2021 and 6 closed out, a net change of -3 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2021 was Saba Capital Management, an estimated $4.61M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2021 was Yakira Capital Management, an estimated $843K sold.

Based on aggregated 13F filings for Q3 2021.