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SRF

THE CUSHING ROYALTY & INCOME FUND

Delisted

SRF was delisted on the 29th of May, 2020.

23 hedge funds and large institutions have $3.47M invested in THE CUSHING ROYALTY & INCOME FUND in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

10% more funds holding

Funds holding: 2123 (+2)

3% less capital invested

Capital invested by funds: $3.59M → $3.47M (-$117K)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Wolverine Asset Management
Illinois
$522K +$253K +9,855 +68%
Stifel Financial
2
Stifel Financial
Missouri
$503K -$46.1K -1,794 -7%
GC
3
Guggenheim Capital
Illinois
$481K -$57.6K -2,239 -9%
Bank of America
4
Bank of America
North Carolina
$304K +$205K +7,968 +129%
Morgan Stanley
5
Morgan Stanley
New York
$232K +$43.6K +1,696 +19%
PAM
6
Panagora Asset Management
Massachusetts
$201K +$240K +9,320 New
PAG
7
Private Advisor Group
New Jersey
$180K +$27.5K +1,070 +15%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$171K -$33.9K -1,319 -14%
OC
9
Oppenheimer & Co
New York
$169K -$35K -1,362 -15%
TC
10
TFS Capital
Pennsylvania
$133K -$66.6K -2,589 -29%
VKH
11
Virtu KCG Holdings
New York
$118K +$81.1K +3,154 +135%
LPL Financial
12
LPL Financial
California
$110K +$28K +1,088 +26%
LCM
13
Landscape Capital Management
New Jersey
$71K +$84.2K +3,276 New
UBS Group
14
UBS Group
Switzerland
$64K +$69.1K +2,688 +864%
NIM
15
NXG Investment Management
Texas
$54K +$1.36K +53 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$49K -$196K -7,627 -77%
SSB
17
Sandy Spring Bank
Maryland
$46K +$55.4K +2,156 New
US Bancorp
18
US Bancorp
Minnesota
$27K
PSI
19
Pinnacle Summer Investments
Virginia
$16K +$231 +9 +1%
TDC
20
Thompson Davis & Co
Virginia
$9K
BRWM
21
B. Riley Wealth Management
Tennessee
$6K +$154 +6 +2%
Wells Fargo
22
Wells Fargo
California
$6K +$5.14K +200 +200%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
-$3K -105 Closed
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
-$2K -60 Closed
TRCT
25
Tower Research Capital (TRC)
New York
+$463 +18 New

SRF Hedge Fund Activity: Q2 2015 in Review

23 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in THE CUSHING ROYALTY & INCOME FUND (SRF) for Q2 2015, worth a combined $3.47M — down 3.3% from $3.59M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SRF positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $253K. The largest seller was Royal Bank of Canada, cutting an estimated $196K.

  • 23 institutional investors held THE CUSHING ROYALTY & INCOME FUND (SRF) as of Q2 2015, up from 21 in Q1 2015.
  • Funds reported $3.47M of THE CUSHING ROYALTY & INCOME FUND stock for Q2 2015, down 3.3% quarter-over-quarter.
  • 4 funds opened new THE CUSHING ROYALTY & INCOME FUND positions in Q2 2015 and 2 closed out, a net change of +2 holders.
  • The largest THE CUSHING ROYALTY & INCOME FUND buyer in Q2 2015 was Wolverine Asset Management, an estimated $253K added.
  • The largest THE CUSHING ROYALTY & INCOME FUND seller in Q2 2015 was Royal Bank of Canada, an estimated $196K sold.

Based on aggregated 13F filings for Q2 2015.