We are live on ! Find out more
SRV

NXG Cushing Midstream Energy Fund

26 hedge funds and large institutions have $24M invested in NXG Cushing Midstream Energy Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more capital invested

Capital invested by funds: $14.7M → $24M (+$9.27M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

11.74% more ownership

Funds ownership: 22.84%34.57% (+12%)

8% more funds holding

Funds holding: 2426 (+2)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$7.5M +$6.71M +235,761 New
Morgan Stanley
2
Morgan Stanley
New York
$4.26M -$467K -16,393 -11%
RCM
3
Rivernorth Capital Management
Florida
$1.6M +$1.44M +50,415 New
MC
4
Matisse Capital
Oregon
$1.4M -$628K -22,043 -33%
1CP
5
1607 Capital Partners
Virginia
$1.34M +$1.02M +35,840 +556%
SIA
6
Sit Investment Associates
Minnesota
$991K +$880K +30,892 +11,193%
BI
7
Bulldog Investors
New Jersey
$901K +$807K +28,351 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$886K -$38.5K -1,351 -5%
PAG
9
Private Advisor Group
New Jersey
$810K +$391K +13,750 +118%
Invesco
10
Invesco
Georgia
$728K -$54.7K -1,922 -8%
KACA
11
Kayne Anderson Capital Advisors
California
$700K +$399 +14 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$450K -$1.66M -58,133 -80%
OFG
13
OTA Financial Group
New York
$443K -$42.9K -1,506 -10%
Bank of America
14
Bank of America
North Carolina
$390K -$41.9K -1,473 -11%
CL
15
CSS LLC
Illinois
$390K +$4.33K +152 +1%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$370K +$331K +11,630 New
Wells Fargo
17
Wells Fargo
California
$353K +$110K +3,878 +54%
LPL Financial
18
LPL Financial
California
$272K +$4.33K +152 +2%
UBS Group
19
UBS Group
Switzerland
$74K +$9.88K +347 +17%
FIA
20
FNY Investment Advisers
New York
$60K -$31.3K -1,100 -37%
RCM
21
Robinson Capital Management
Michigan
$16K +$14.2K +500 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$9K
TRCT
23
Tower Research Capital (TRC)
New York
$9K +$5.55K +195 +195%
ACM
24
Antonetti Capital Management
Florida
$2K +$1.59K +56 New
GWM
25
Geneos Wealth Management
Colorado
$1K

SRV Hedge Fund Activity: Q3 2021 in Review

26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q3 2021, worth a combined $24M — up 63% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SRV positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $6.71M. The largest seller was Osaic Holdings, cutting an estimated $1.66M.

  • 26 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $24M of NXG Cushing Midstream Energy Fund stock for Q3 2021, up 63% quarter-over-quarter.
  • 6 funds opened new NXG Cushing Midstream Energy Fund positions in Q3 2021 and 4 closed out, a net change of +2 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q3 2021 was Saba Capital Management, an estimated $6.71M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q3 2021 was Osaic Holdings, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2021.