NXG Cushing Midstream Energy Fund
SRV
24 hedge funds and large institutions have $22.1M invested in NXG Cushing Midstream Energy Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $18M → $22.1M (+$4.08M)
20% more funds holding
Funds holding: 20 → 24 (+4)
0.46% more ownership
Funds ownership: 6.41% → 6.88% (+0.46%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.31M |
| 2 |
Morgan Stanley
New York
|
+$430K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$328K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$146K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$396K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$304K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$195K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$119K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$31.6K |
SRV Hedge Fund Activity: Q2 2018 in Review
24 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q2 2018, worth a combined $22.1M — up 23% from $18M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SRV positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $1.31M. The largest seller was Advisor Group, cutting an estimated $396K.
- 24 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q2 2018, up from 20 in Q1 2018.
- Funds reported $22.1M of NXG Cushing Midstream Energy Fund stock for Q2 2018, up 23% quarter-over-quarter.
- 7 funds opened new NXG Cushing Midstream Energy Fund positions in Q2 2018 and 3 closed out, a net change of +4 holders.
- The largest NXG Cushing Midstream Energy Fund buyer in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.31M added.
- The largest NXG Cushing Midstream Energy Fund seller in Q2 2018 was Advisor Group, an estimated $396K sold.
Based on aggregated 13F filings for Q2 2018.