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SRV

NXG Cushing Midstream Energy Fund

26 hedge funds and large institutions have $13.2M invested in NXG Cushing Midstream Energy Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.13% more ownership

Funds ownership: 4.47%4.6% (+0.13%)

9% less capital invested

Capital invested by funds: $14.5M → $13.2M (-$1.28M)

10% less funds holding

Funds holding: 2926 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
4
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.51M +$803K +17,283 +27%
AIG
2
American International Group
New York
$2.94M +$15.6K +335 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$1.4M +$352K +7,579 +30%
COLIM
4
City of London Investment Management
United Kingdom
$1.19M
OC
5
Oppenheimer & Co
New York
$1.15M -$129K -2,779 -9%
MC
6
Matisse Capital
Oregon
$1.02M +$1.11M +23,820 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$522K
Deutsche Bank
8
Deutsche Bank
Germany
$229K +$250K +5,375 New
LPL Financial
9
LPL Financial
California
$205K -$76.4K -1,644 -26%
SG Americas Securities
10
SG Americas Securities
New York
$176K +$192K +4,126 New
WAM
11
Weiss Asset Management
Massachusetts
$175K +$190K +4,090 New
Bank of America
12
Bank of America
North Carolina
$174K +$122K +2,625 +181%
ICOA
13
Investment Centers of America
North Dakota
$143K +$156K +3,353 New
RTS
14
Round Table Services
New Jersey
$114K
Wells Fargo
15
Wells Fargo
California
$109K +$84.7K +1,823 +257%
GS
16
Girard Securities
California
$104K +$127K +2,742 New
UBS Group
17
UBS Group
Switzerland
$30K -$72.1K -1,552 -69%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16K -$4.65K -100 -21%
WRM
19
Westport Resources Management
Connecticut
$11K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$11K +$5.34K +115 +79%
Creative Planning
21
Creative Planning
Kansas
$6K
DBT
22
Dubuque Bank & Trust
Iowa
$6K +$6.74K +145 New
IA
23
IFP Advisors
Florida
$4K +$3.9K +84 New
Citigroup
24
Citigroup
New York
$3K
AWMS
25
Advocacy Wealth Management Services
Georgia
$2K +$2.18K +47 New

SRV Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q4 2015, worth a combined $13.2M — down 8.8% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SRV and 9 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Sit Investment Associates, adding an estimated $803K. The largest seller was Bulldog Investors, exiting entirely with an estimated $1.17M sold.

  • 26 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q4 2015, down from 29 in Q3 2015.
  • Funds reported $13.2M of NXG Cushing Midstream Energy Fund stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 9 funds opened new NXG Cushing Midstream Energy Fund positions in Q4 2015 and 12 closed out, a net change of -3 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q4 2015 was Sit Investment Associates, an estimated $803K added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q4 2015 was Bulldog Investors, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2015.