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SRF

THE CUSHING ROYALTY & INCOME FUND

Delisted

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

14 hedge funds and large institutions have $806K invested in THE CUSHING ROYALTY & INCOME FUND in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 1614 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

60% less capital invested

Capital invested by funds: $2M → $806K (-$1.19M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
2
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Matisse Capital
Oregon
$267K +$391K +31,740 New
Morgan Stanley
2
Morgan Stanley
New York
$221K -$50.6K -4,105 -14%
Bank of America
3
Bank of America
North Carolina
$187K -$101K -8,190 -27%
Citigroup
4
Citigroup
New York
$51K +$75K +6,083 New
UBS Group
5
UBS Group
Switzerland
$26K -$15K -1,218 -28%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17K -$2.12K -172 -8%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$16K +$24.6K +2,000 New
HT
8
Hefren-Tillotson
Pennsylvania
$6K +$9.86K +800 New
PSI
9
Pinnacle Summer Investments
Virginia
$4K -$3.29K -267 -35%
TRCT
10
Tower Research Capital (TRC)
New York
$4K +$3.72K +302 +132%
TDC
11
Thompson Davis & Co
Virginia
$3K
Wells Fargo
12
Wells Fargo
California
$3K +$1.39K +113 +38%
KA
13
Klingman & Associates
New York
$1K +$1.31K +106 New
Stifel Financial
14
Stifel Financial
Missouri
-$282K -20,196 Closed
GC
15
Guggenheim Capital
Illinois
-$268K -19,580 Closed
ICM
16
Ionic Capital Management
New York
-$227K -16,268 Closed
TC
17
TFS Capital
Pennsylvania
-$183K -13,121 Closed
SIM
18
Sonora Investment Management
Arizona
-$10K -3,047 Closed
SSB
19
Sandy Spring Bank
Maryland
-$30K -2,156 Closed
FNBT
20
FineMark National Bank & Trust
Florida
-$28K -2,000 Closed
BIM
21
BlackRock Investment Management
Delaware
-$4K -280 Closed
IA
22
IFP Advisors
Florida
+$222 +18 New

SRF Hedge Fund Activity: Q4 2015 in Review

14 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in THE CUSHING ROYALTY & INCOME FUND (SRF) for Q4 2015, worth a combined $806K — down 60% from $2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SRF and 6 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was Citigroup, opening a new position worth an estimated $75K. The largest seller was Stifel Financial, exiting entirely with an estimated $282K sold.

  • 14 institutional investors held THE CUSHING ROYALTY & INCOME FUND (SRF) as of Q4 2015, down from 16 in Q3 2015.
  • Funds reported $806K of THE CUSHING ROYALTY & INCOME FUND stock for Q4 2015, down 60% quarter-over-quarter.
  • 6 funds opened new THE CUSHING ROYALTY & INCOME FUND positions in Q4 2015 and 8 closed out, a net change of -2 holders.
  • The largest THE CUSHING ROYALTY & INCOME FUND buyer in Q4 2015 was Citigroup, an estimated $75K added.
  • The largest THE CUSHING ROYALTY & INCOME FUND seller in Q4 2015 was Stifel Financial, an estimated $282K sold.

Based on aggregated 13F filings for Q4 2015.