NXG Cushing Midstream Energy Fund
SRV
26 hedge funds and large institutions have $15M invested in NXG Cushing Midstream Energy Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0.1% less ownership
Funds ownership: 6.67% → 6.57% (-0.1%)
4% less funds holding
Funds holding: 27 → 26 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
29% less capital invested
Capital invested by funds: $21.2M → $15M (-$6.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$956K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$912K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$461K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$441K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.54M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.36M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$474K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$201K |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$176K |
SRV Hedge Fund Activity: Q4 2018 in Review
26 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q4 2018, worth a combined $15M — down 29% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SRV and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $956K. The largest seller was UBS Group, cutting an estimated $1.54M.
- 26 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q4 2018, down from 27 in Q3 2018.
- Funds reported $15M of NXG Cushing Midstream Energy Fund stock for Q4 2018, down 29% quarter-over-quarter.
- 4 funds opened new NXG Cushing Midstream Energy Fund positions in Q4 2018 and 5 closed out, a net change of -1 holder.
- The largest NXG Cushing Midstream Energy Fund buyer in Q4 2018 was Morgan Stanley, an estimated $956K added.
- The largest NXG Cushing Midstream Energy Fund seller in Q4 2018 was UBS Group, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2018.