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SMM

Salient Midstream & MLP Fund
SMM

Delisted

SMM was delisted on the 8th of September, 2022.

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43 hedge funds and large institutions have $19.1M invested in Salient Midstream & MLP Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

51% more capital invested

Capital invested by funds: $12.7M → $19.1M (+$6.46M)

13% more funds holding

Funds holding: 38 → 43 (+5)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
+$2.13M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$669K
3
WAM
Wolverine Asset Management
Illinois
+$596K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$346K
5
CRC
Curi RMB Capital
Illinois
+$192K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$797K
2
UBS Group
UBS Group
Switzerland
-$445K
3
Bank of America
Bank of America
North Carolina
-$235K
4
Wells Fargo
Wells Fargo
California
-$233K
5
Goldman Sachs
Goldman Sachs
New York
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$114K +$109K +27,038 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$106K +$99.4K +24,750 New
CCP
28
Cardan Capital Partners
Colorado
$104K – – –
SCA
29
Snowden Capital Advisors
New York
$94.9K +$4.68K +1,164 +6%
Stifel Financial
30
Stifel Financial
Missouri
$92K +$4.19K +1,043 +5%
QOP
31
Quinn Opportunity Partners
Virginia
$85K +$80.4K +20,000 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$83K +$78.5K +19,534 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$74K – – –
FF
34
FourThought Financial
Florida
$74K +$70.3K +17,487 New
PIA
35
Powell Investment Advisors
Florida
$70K – – –
BAS
36
Brown Advisory Securities
Maryland
$57K +$56 +14 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$53K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$44K – – –
VWM
39
Venturi Wealth Management
Texas
$43K – – –
VVP
40
Venture Visionary Partners
Ohio
$42K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$32K – – –
IAIM
42
International Assets Investment Management
Florida
$2K +$2.01K +500 New
ME
43
McIlrath & Eck
Washington
$1K – – –
Goldman Sachs
44
Goldman Sachs
New York
– -$231K -66,031 Closed
AC
45
Almitas Capital
California
– -$224K -63,865 Closed
RJA
46
Raymond James & Associates
Florida
– -$87K -24,789 Closed
CA
47
Claro Advisors
Massachusetts
– -$45K -12,959 Closed
1
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SMM Hedge Fund Activity: Q4 2020 in Review

43 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Salient Midstream & MLP Fund (SMM) for Q4 2020, worth a combined $19.1M — up 51% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMM positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Matisse Capital, adding an estimated $2.13M. The largest seller was Landscape Capital Management, cutting an estimated $797K.

  • 43 institutional investors held Salient Midstream & MLP Fund (SMM) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $19.1M of Salient Midstream & MLP Fund stock for Q4 2020, up 51% quarter-over-quarter.
  • 9 funds opened new Salient Midstream & MLP Fund positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Salient Midstream & MLP Fund buyer in Q4 2020 was Matisse Capital, an estimated $2.13M added.
  • The largest Salient Midstream & MLP Fund seller in Q4 2020 was Landscape Capital Management, an estimated $797K sold.

Based on aggregated 13F filings for Q4 2020.