We are live on ! Find out more
SRV

NXG Cushing Midstream Energy Fund

27 hedge funds and large institutions have $16.3M invested in NXG Cushing Midstream Energy Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more capital invested

Capital invested by funds: $15M → $16.3M (+$1.23M)

4% more funds holding

Funds holding: 2627 (+1)

0.77% less ownership

Funds ownership: 6.57%5.79% (-0.77%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.34M +$143K +3,593 +4%
AG
2
Advisor Group
Arizona
$4.31M -$538K -13,480 -12%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$1.34M +$9.57K +240 +0.8%
Bank of America
4
Bank of America
North Carolina
$977K +$161K +4,046 +21%
Invesco
5
Invesco
Georgia
$927K +$52.5K +1,317 +6%
Stifel Financial
6
Stifel Financial
Missouri
$908K -$7.74K -194 -0.9%
MC
7
Matisse Capital
Oregon
$766K +$593K +14,861 +428%
CRC
8
Curi RMB Capital
Illinois
$509K -$139K -3,494 -22%
CAMG
9
CWA Asset Management Group
Florida
$369K +$997 +25 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$328K -$81.6K -2,045 -21%
SIA
11
Sit Investment Associates
Minnesota
$269K -$2.26M -56,586 -90%
Wells Fargo
12
Wells Fargo
California
$249K
RJA
13
Raymond James & Associates
Florida
$219K -$20.7K -518 -9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$175K +$167K +4,180 New
FFA
15
First Foundation Advisors
California
$130K
UBS Group
16
UBS Group
Switzerland
$128K -$154K -3,872 -56%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$111K -$439 -11 -0.4%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$72K
SMFS
19
Squar Milner Financial Services
California
$52K
QCIG
20
Quad-Cities Investment Group
Iowa
$48K +$878 +22 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$10K
DBT
22
Dubuque Bank & Trust
Iowa
$9K
GRP
23
Global Retirement Partners
California
$7K
IA
24
IFP Advisors
Florida
$3K +$2.75K +69 New
BAM
25
Bruderman Asset Management
New York
$2K