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SRV

NXG Cushing Midstream Energy Fund

39 hedge funds and large institutions have $42.3M invested in NXG Cushing Midstream Energy Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $36.1M → $42.3M (+$6.24M)

0.12% more ownership

Funds ownership: 0.67%0.79% (+0.12%)

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
17
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.9M +$6.95M +43,247 +138%
Morgan Stanley
2
Morgan Stanley
New York
$6.33M -$365K -2,271 -5%
AIG
3
American International Group
New York
$4.23M -$33.4K -208 -0.8%
Deutsche Bank
4
Deutsche Bank
Germany
$3.23M +$1.56M +9,684 +92%
IT
5
Independence Trust
Tennessee
$3.04M
TH
6
TCTC Holdings
Texas
$1.49M -$390K -2,429 -21%
Invesco
7
Invesco
Georgia
$1.37M +$480K +2,990 +53%
FFSOTS
8
Fiduciary Financial Services of The Southwest
Texas
$1.33M -$4.98K -31 -0.4%
FAAS
9
First Allied Advisory Services
California
$1.28M -$48.2K -300 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.14M +$151K +939 +15%
AAM
11
Advisors Asset Management
Colorado
$990K -$347K -2,161 -26%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$822K +$482 +3 +0.1%
WA
13
WFG Advisors
Texas
$599K -$56.9K -354 -9%
U
14
UBS
Switzerland
$594K +$70.8K +441 +13%
RJT
15
Raymond James Trust
Florida
$438K
Bank of America
16
Bank of America
North Carolina
$396K +$261K +1,627 +190%
BRWA
17
B. Riley Wealth Advisors
Florida
$339K +$10.4K +65 +3%
Wells Fargo
18
Wells Fargo
California
$335K +$43.1K +268 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$261K -$434K -2,703 -62%
RJA
20
Raymond James & Associates
Florida
$261K +$1.61K +10 +0.6%
JIC
21
Johnson Investment Counsel
Ohio
$197K -$130K -808 -39%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$187K +$5.46K +34 +3%
VKH
23
Virtu KCG Holdings
New York
$180K +$181K +1,129 New
SNC
24
Stifel Nicolaus & Co
Missouri
$166K -$31.6K -197 -16%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$157K -$16.7K -104 -10%

SRV Hedge Fund Activity: Q3 2013 in Review

39 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q3 2013, worth a combined $42.3M — up 17% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SRV positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.95M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $970K sold.

  • 39 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $42.3M of NXG Cushing Midstream Energy Fund stock for Q3 2013, up 17% quarter-over-quarter.
  • 4 funds opened new NXG Cushing Midstream Energy Fund positions in Q3 2013 and 3 closed out, a net change of +1 holder.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q3 2013 was LPL Financial, an estimated $6.95M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q3 2013 was BNP Paribas Financial Markets, an estimated $970K sold.

Based on aggregated 13F filings for Q3 2013.