THE CUSHING ROYALTY & INCOME FUND
SRF was delisted on the 29th of May, 2020.
26 hedge funds and large institutions have $18.2M invested in THE CUSHING ROYALTY & INCOME FUND in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
18% more funds holding
Funds holding: 22 → 26 (+4)
11% more capital invested
Capital invested by funds: $16.3M → $18.2M (+$1.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
+$965K |
| 2 |
Morgan Stanley
New York
|
+$870K |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$748K |
| 4 |
LPL Financial
San Diego,
California
|
+$647K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$433K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$248K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$149K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$69.6K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$26.9K |
SRF Hedge Fund Activity: Q3 2014 in Review
26 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in THE CUSHING ROYALTY & INCOME FUND (SRF) for Q3 2014, worth a combined $18.2M — up 11% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SRF positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Baird, opening a new position worth an estimated $965K. The largest seller was ACG Wealth, cutting an estimated $433K.
- 26 institutional investors held THE CUSHING ROYALTY & INCOME FUND (SRF) as of Q3 2014, up from 22 in Q2 2014.
- Funds reported $18.2M of THE CUSHING ROYALTY & INCOME FUND stock for Q3 2014, up 11% quarter-over-quarter.
- 5 funds opened new THE CUSHING ROYALTY & INCOME FUND positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest THE CUSHING ROYALTY & INCOME FUND buyer in Q3 2014 was Baird, an estimated $965K added.
- The largest THE CUSHING ROYALTY & INCOME FUND seller in Q3 2014 was ACG Wealth, an estimated $433K sold.
Based on aggregated 13F filings for Q3 2014.