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SRV

NXG Cushing Midstream Energy Fund

21 hedge funds and large institutions have $12.2M invested in NXG Cushing Midstream Energy Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.06% less ownership

Funds ownership: 29.49%22.42% (-7.1%)

11% less capital invested

Capital invested by funds: $13.7M → $12.2M (-$1.54M)

16% less funds holding

Funds holding: 2521 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.94M +$659K +27,392 +30%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.41M -$651K -27,059 -22%
MC
3
Matisse Capital
Oregon
$1.64M +$226K +9,378 +17%
WAM
4
Wolverine Asset Management
Illinois
$922K -$14.7K -611 -2%
KACA
5
Kayne Anderson Capital Advisors
California
$843K -$164K -6,800 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$792K -$172K -7,125 -18%
Invesco
7
Invesco
Georgia
$767K -$233K -9,669 -24%
OFG
8
OTA Financial Group
New York
$475K -$284K -11,808 -38%
Bank of America
9
Bank of America
North Carolina
$363K -$53.7K -2,229 -13%
CAMG
10
CWA Asset Management Group
Florida
$346K -$5.83K -242 -2%
CL
11
CSS LLC
Illinois
$298K +$4.67K +194 +2%
PAG
12
Private Advisor Group
New Jersey
$213K +$206K +8,550 New
Wells Fargo
13
Wells Fargo
California
$60K
FIA
14
FNY Investment Advisers
New York
$58K +$11.6K +480 +26%
UBS Group
15
UBS Group
Switzerland
$23K -$43.8K -1,819 -66%
SIA
16
Sit Investment Associates
Minnesota
$9K -$5.46K -227 -38%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$7K
IAIM
18
International Assets Investment Management
Florida
$1K
NFSG
19
Newbridge Financial Services Group
Florida
$1K
GWM
20
Geneos Wealth Management
Colorado
$1K +$963 +40 New
CRC
21
Curi RMB Capital
Illinois
-$877K -41,094 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$11K -531 Closed
RCM
23
Robinson Capital Management
Michigan
-$1K -25 Closed

SRV Hedge Fund Activity: Q1 2021 in Review

21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q1 2021, worth a combined $12.2M — down 11% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SRV and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $659K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $877K sold.

  • 21 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q1 2021, down from 25 in Q4 2020.
  • Funds reported $12.2M of NXG Cushing Midstream Energy Fund stock for Q1 2021, down 11% quarter-over-quarter.
  • 2 funds opened new NXG Cushing Midstream Energy Fund positions in Q1 2021 and 5 closed out, a net change of -3 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q1 2021 was Morgan Stanley, an estimated $659K added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q1 2021 was Curi RMB Capital, an estimated $877K sold.

Based on aggregated 13F filings for Q1 2021.