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SRV

NXG Cushing Midstream Energy Fund

23 hedge funds and large institutions have $15.4M invested in NXG Cushing Midstream Energy Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

27% more capital invested

Capital invested by funds: $12.1M → $15.4M (+$3.29M)

0.09% more ownership

Funds ownership: 4.55%4.64% (+0.09%)

4% less funds holding

Funds holding: 2423 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$5.6M +$41.4K +907 +0.8%
AG
2
Advisor Group
Arizona
$3.68M +$3.42M +74,930 New
Morgan Stanley
3
Morgan Stanley
New York
$1.42M +$39.6K +867 +3%
COLIM
4
City of London Investment Management
United Kingdom
$1.33M
OC
5
Oppenheimer & Co
New York
$1.31M
Bank of America
6
Bank of America
North Carolina
$478K +$136K +2,972 +44%
CCP
7
Cardan Capital Partners
Colorado
$367K +$5.3K +116 +2%
Citigroup
8
Citigroup
New York
$217K +$199K +4,352 +6,217%
ICOA
9
Investment Centers of America
North Dakota
$170K +$5.16K +113 +3%
TC
10
TFS Capital
Pennsylvania
$136K +$126K +2,769 New
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$134K
Wells Fargo
12
Wells Fargo
California
$128K +$3.83K +84 +3%
GS
13
Girard Securities
California
$120K +$2.6K +57 +2%
Deutsche Bank
14
Deutsche Bank
Germany
$104K
UBS Group
15
UBS Group
Switzerland
$101K +$22K +482 +31%
DBT
16
Dubuque Bank & Trust
Iowa
$18K +$10.3K +225 +155%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$15K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$14K +$91 +2 +0.8%
WRM
19
Westport Resources Management
Connecticut
$13K
IA
20
IFP Advisors
Florida
$10K +$5.8K +127 +184%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K -$46 -1 -0.6%
ASN
22
Advisory Services Network
Georgia
$1K
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$1.37K +30 New
AIG
24
American International Group
New York
-$3.04M -77,042 Closed
LPL Financial
25
LPL Financial
California
-$175K -4,637 Closed

SRV Hedge Fund Activity: Q2 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q2 2016, worth a combined $15.4M — up 27% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SRV and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 12 added.

The largest buyer was Citigroup, adding an estimated $199K. The largest seller was American International Group, exiting entirely with an estimated $3.04M sold.

  • 23 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q2 2016, down from 24 in Q1 2016.
  • Funds reported $15.4M of NXG Cushing Midstream Energy Fund stock for Q2 2016, up 27% quarter-over-quarter.
  • 3 funds opened new NXG Cushing Midstream Energy Fund positions in Q2 2016 and 4 closed out, a net change of -1 holder.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q2 2016 was Citigroup, an estimated $199K added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q2 2016 was American International Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2016.