THE CUSHING ROYALTY & INCOME FUND
SRF was delisted on the 29th of May, 2020.
22 hedge funds and large institutions have $16.3M invested in THE CUSHING ROYALTY & INCOME FUND in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
92% more capital invested
Capital invested by funds: $8.52M → $16.3M (+$7.82M)
16% more funds holding
Funds holding: 19 → 22 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$2.38M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$1.46M |
| 3 |
Morgan Stanley
New York
|
+$1.22M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$813K |
| 5 |
LPL Financial
San Diego,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$302K |
| 2 |
OC
Oppenheimer & Co
New York
|
-$63.8K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$11.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$971 |
SRF Hedge Fund Activity: Q2 2014 in Review
22 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in THE CUSHING ROYALTY & INCOME FUND (SRF) for Q2 2014, worth a combined $16.3M — up 92% from $8.52M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SRF positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was NWQ Investment Management Company, adding an estimated $2.38M. The largest seller was Royal Bank of Canada, cutting an estimated $302K.
- 22 institutional investors held THE CUSHING ROYALTY & INCOME FUND (SRF) as of Q2 2014, up from 19 in Q1 2014.
- Funds reported $16.3M of THE CUSHING ROYALTY & INCOME FUND stock for Q2 2014, up 92% quarter-over-quarter.
- 4 funds opened new THE CUSHING ROYALTY & INCOME FUND positions in Q2 2014 and 1 closed out, a net change of +3 holders.
- The largest THE CUSHING ROYALTY & INCOME FUND buyer in Q2 2014 was NWQ Investment Management Company, an estimated $2.38M added.
- The largest THE CUSHING ROYALTY & INCOME FUND seller in Q2 2014 was Royal Bank of Canada, an estimated $302K sold.
Based on aggregated 13F filings for Q2 2014.