THE CUSHING ROYALTY & INCOME FUND
SRF was delisted on the 29th of May, 2020.
20 hedge funds and large institutions have $5.84M invested in THE CUSHING ROYALTY & INCOME FUND in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
39% more capital invested
Capital invested by funds: $4.21M → $5.84M (+$1.63M)
18% more funds holding
Funds holding: 17 → 20 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.22M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$808K |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$426K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$247K |
| 5 |
Morgan Stanley
New York
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Baird
Milwaukee,
Wisconsin
|
-$420K |
| 2 |
LPL Financial
San Diego,
California
|
-$210K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$97.6K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$51.1K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$40.1K |
SRF Hedge Fund Activity: Q4 2013 in Review
20 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in THE CUSHING ROYALTY & INCOME FUND (SRF) for Q4 2013, worth a combined $5.84M — up 39% from $4.21M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SRF positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $1.22M. The largest seller was Baird, exiting entirely with an estimated $420K sold.
- 20 institutional investors held THE CUSHING ROYALTY & INCOME FUND (SRF) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $5.84M of THE CUSHING ROYALTY & INCOME FUND stock for Q4 2013, up 39% quarter-over-quarter.
- 9 funds opened new THE CUSHING ROYALTY & INCOME FUND positions in Q4 2013 and 5 closed out, a net change of +4 holders.
- The largest THE CUSHING ROYALTY & INCOME FUND buyer in Q4 2013 was Guggenheim Capital, an estimated $1.22M added.
- The largest THE CUSHING ROYALTY & INCOME FUND seller in Q4 2013 was Baird, an estimated $420K sold.
Based on aggregated 13F filings for Q4 2013.