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SMM

Salient Midstream & MLP Fund

Delisted

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

30 hedge funds and large institutions have $34.4M invested in Salient Midstream & MLP Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7% less capital invested

Capital invested by funds: $36.8M → $34.4M (-$2.41M)

12% less funds holding

Funds holding: 3430 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.7M +$1.11M +137,820 +9%
KACA
2
Kayne Anderson Capital Advisors
California
$3.53M +$2.61M +323,300 +256%
Wells Fargo
3
Wells Fargo
California
$3.51M -$61.6K -7,631 -2%
MC
4
Matisse Capital
Oregon
$1.96M +$296K +36,700 +17%
GC
5
Guggenheim Capital
Illinois
$1.86M -$277K -34,300 -13%
WAM
6
Wolverine Asset Management
Illinois
$1.71M +$650K +80,542 +59%
UBS Group
7
UBS Group
Switzerland
$1.41M -$1.78M -220,403 -100%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$855K -$44.4K -5,500 -5%
PAG
9
Private Advisor Group
New Jersey
$791K -$97.8K -12,117 -10%
AC
10
Almitas Capital
California
$783K
CRC
11
Curi RMB Capital
Illinois
$778K -$433K -53,661 -35%
ZA
12
Zazove Associates
Nevada
$559K -$574K -71,120 Closed
Invesco
13
Invesco
Georgia
$463K -$319K -39,555 -40%
HighTower Advisors
14
HighTower Advisors
Illinois
$397K
OC
15
Oppenheimer & Co
New York
$374K +$36.6K +4,539 +11%
Bank of America
16
Bank of America
North Carolina
$344K +$104K +12,844 +42%
6M
17
6 Meridian
Kansas
$261K +$33.8K +4,191 +14%
RTS
18
Round Table Services
New Jersey
$237K +$243K +30,100 New
CL
19
CSS LLC
Illinois
$175K +$3.95K +489 +2%
CFA
20
Carroll Financial Associates
North Carolina
$138K
BAS
21
Brown Advisory Securities
Maryland
$109K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$100K
DC
23
Davenport & Co
Virginia
$87K
RJA
24
Raymond James & Associates
Florida
$81K +$83.5K +10,343 New
VWM
25
Venturi Wealth Management
Texas
$79K

SMM Hedge Fund Activity: Q3 2019 in Review

30 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Salient Midstream & MLP Fund (SMM) for Q3 2019, worth a combined $34.4M — down 6.5% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SMM and 4 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Kayne Anderson Capital Advisors, adding an estimated $2.61M. The largest seller was UBS Group, cutting an estimated $1.78M.

  • 30 institutional investors held Salient Midstream & MLP Fund (SMM) as of Q3 2019, down from 34 in Q2 2019.
  • Funds reported $34.4M of Salient Midstream & MLP Fund stock for Q3 2019, down 6.5% quarter-over-quarter.
  • 4 funds opened new Salient Midstream & MLP Fund positions in Q3 2019 and 8 closed out, a net change of -4 holders.
  • The largest Salient Midstream & MLP Fund buyer in Q3 2019 was Kayne Anderson Capital Advisors, an estimated $2.61M added.
  • The largest Salient Midstream & MLP Fund seller in Q3 2019 was UBS Group, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2019.