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SRV

NXG Cushing Midstream Energy Fund

37 hedge funds and large institutions have $28.1M invested in NXG Cushing Midstream Energy Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0.06% less ownership

Funds ownership: 1.21%1.15% (-0.06%)

15% less capital invested

Capital invested by funds: $32.9M → $28.1M (-$4.85M)

16% less funds holding

Funds holding: 4437 (-7)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M -$2.29M -28,363 -14%
AIG
2
American International Group
New York
$4.95M +$1M +12,448 +23%
COLIM
3
City of London Investment Management
United Kingdom
$1.99M
OC
4
Oppenheimer & Co
New York
$1.56M +$546K +6,761 +47%
LCM
5
Landscape Capital Management
New Jersey
$1.25M +$664K +8,228 +95%
Morgan Stanley
6
Morgan Stanley
New York
$1.09M +$428K +5,303 +56%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$799K +$361K +4,468 +69%
Stifel Financial
8
Stifel Financial
Missouri
$562K +$98.9K +1,225 +19%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$499K -$181K -2,238 -25%
Invesco
10
Invesco
Georgia
$461K -$346K -4,282 -41%
WAM
11
Wolverine Asset Management
Illinois
$431K +$52K +644 +12%
MIG
12
Mariner Investment Group
New York
$250K
TH
13
TCTC Holdings
Texas
$233K -$124K -1,536 -33%
LCS
14
Levin Capital Strategies
New York
$222K +$244K +3,017 New
RJT
15
Raymond James Trust
Florida
$208K
RTS
16
Round Table Services
New Jersey
$196K +$149K +1,840 +223%
TC
17
TFS Capital
Pennsylvania
$176K -$218K -2,695 -53%
Bank of America
18
Bank of America
North Carolina
$100K +$73.3K +908 +200%
SFM
19
Signet Financial Management
New Jersey
$98K +$19.1K +237 +22%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$95K -$5.33K -66 -5%
CAN
21
Cetera Advisor Networks
California
$84K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$83K -$205K -2,545 -69%
UBS Group
23
UBS Group
Switzerland
$69K +$4.84K +60 +7%
NIM
24
NXG Investment Management
Texas
$67K +$969 +12 +1%
Wells Fargo
25
Wells Fargo
California
$63K +$27.5K +341 +66%

SRV Hedge Fund Activity: Q2 2015 in Review

37 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q2 2015, worth a combined $28.1M — down 15% from $32.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SRV and 3 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was American International Group, adding an estimated $1M. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 37 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q2 2015, down from 44 in Q1 2015.
  • Funds reported $28.1M of NXG Cushing Midstream Energy Fund stock for Q2 2015, down 15% quarter-over-quarter.
  • 3 funds opened new NXG Cushing Midstream Energy Fund positions in Q2 2015 and 9 closed out, a net change of -6 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q2 2015 was American International Group, an estimated $1M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q2 2015 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2015.