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SRV

NXG Cushing Midstream Energy Fund

24 hedge funds and large institutions have $24.5M invested in NXG Cushing Midstream Energy Fund in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.73% more ownership

Funds ownership: 38.73%40.46% (+1.7%)

8% less funds holding

Funds holding: 2624 (-2)

17% less capital invested

Capital invested by funds: $29.4M → $24.5M (-$4.94M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$6.42M
AC
2
Almitas Capital
California
$3.63M +$150K +4,542 +4%
Morgan Stanley
3
Morgan Stanley
New York
$3.07M +$131K +3,978 +4%
1CP
4
1607 Capital Partners
Virginia
$2.78M +$1.9M +57,745 +137%
BI
5
Bulldog Investors
New Jersey
$2.27M -$11.9K -362 -0.4%
CCP
6
Clough Capital Partners
Massachusetts
$1.03M
WAM
7
Wolverine Asset Management
Illinois
$933K +$988K +29,972 +829%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$749K +$7.64K +232 +0.9%
Wells Fargo
9
Wells Fargo
California
$629K +$48K +1,456 +7%
KACA
10
Kayne Anderson Capital Advisors
California
$522K -$59.3K -1,800 -9%
LSC
11
Logan Stone Capital
Illinois
$391K +$265K +8,052 +134%
CL
12
CSS LLC
Illinois
$344K +$1.84K +56 +0.5%
SIA
13
Sit Investment Associates
Minnesota
$328K -$559K -16,968 -59%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$323K
Invesco
15
Invesco
Georgia
$299K -$9.52K -289 -3%
Bank of America
16
Bank of America
North Carolina
$267K -$7.02K -213 -2%
LPL Financial
17
LPL Financial
California
$241K +$4.09K +124 +1%
UBS Group
18
UBS Group
Switzerland
$167K +$26.7K +811 +16%
Osaic Holdings
19
Osaic Holdings
Arizona
$94K -$10.3K -314 -8%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$8K
IA
21
IFP Advisors
Florida
$2K
ACM
22
Antonetti Capital Management
Florida
$1K
GWM
23
Geneos Wealth Management
Colorado
$1K
CHA
24
Carmichael Hill & Associates
Maryland
$1K +$626 +19 New
RCM
25
Rivernorth Capital Management
Florida
-$1.18M -33,577 Closed

SRV Hedge Fund Activity: Q2 2022 in Review

24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q2 2022, worth a combined $24.5M — down 17% from $29.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SRV and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.9M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.18M sold.

  • 24 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q2 2022, down from 26 in Q1 2022.
  • Funds reported $24.5M of NXG Cushing Midstream Energy Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 1 fund opened new NXG Cushing Midstream Energy Fund positions in Q2 2022 and 3 closed out, a net change of -2 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q2 2022 was 1607 Capital Partners, an estimated $1.9M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2022.