Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nxg Cushing Midstream Energy (SRV)

35 + Investors. Track Smart Money conviction in SRV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — SRV

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
35 hedge funds hold SRV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

24 buying12 selling
Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 11% medium ■ 49% new
14 out of 35 hedge funds have held SRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -33%, value -99%

Value
-99%
Shares
-33%
Last quarter: funds added -33% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

4 → 8 → 9 → 9 → 11 new funds/Q
New funds entering each quarter: 8 → 9 → 9 → 11. A growing number of institutions are discovering SRV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 43% newcomers

■ 40% veterans ■ 17% 1-2yr ■ 43% new
Entry-cohort mix of 35 holders: 14 (40%) are 2+ year veterans, 6 entered 1–2 years ago, and 15 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
7 of 34 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRV

In 2026 Q1, 24 hedge funds were net buyers of SRV (11 opened a new position, 13 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 33% of total institutional value in SRV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: SRV

How many hedge funds hold SRV — quarterly history vs. share price
Quarterly hedge fund ownership of SRV vs. share price

Market Analysis: SRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nxg Cushing Midstream Energy (SRV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SRV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
SRV
+8.9%
XLF
+8.8%

SRV outperformed XLF by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
SRV
-0.6%
XLF
+5.1%

Since the filing became public, SRV outperformed XLF by -5.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SRV
35 + Investors

Track Smart Money conviction in SRV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 30 16.67%
13F Shares 594K 890K -33.2%
Total Value $26M $2.96B -99.14%
New Positions 11 9 +2
Increased Positions 13 11 +2
Closed Positions 6 10 -4
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRV

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Absolute Investment Advisers, LLC 0.52% 99,777 $4.4M
2 Total Wealth Planning & Management, Inc. 0.27% 8,157 $363K
3 Quarry LP 0.21% 26,001 $1.2M
4 NWF Advisory Services Inc. 0.16% 32,160 $1.4M
5 Symphony Financial Services, Inc. 0.13% 5,672 $252K
6 Focus Financial Network, Inc. 0.03% 19,449 $865K
7 Summit Financial, LLC 0.03% 49,740 $2.2M
8 Stratos Wealth Advisors, LLC 0.03% 9,285 $413K
9 CoreCap Advisors, LLC 0.02% 13,150 $585K
10 Colonial Trust Co / SC 0.02% 3,148 $140K
11 XTX Topco Ltd 0.01% 7,801 $347K
12 Osbon Capital Management LLC 0.01% 158 $7K
13 Osaic Holdings, INC. 0.00% 51,372 $2.3M
14 OneDigital Investment Advisors LLC 0.00% 5,000 $222K
15 Private Advisor Group, LLC 0.00% 8,856 $394K
16 Wolverine Asset Management LLC 0.00% 3,835 $171K
17 LPL Financial LLC 0.00% 77,920 $3.5M
18 Stifel Financial Corp 0.00% 19,370 $862K
19 Commonwealth Equity Services, LLC 0.00% 11,858 $528K
20 Baird Financial Group, Inc. 0.00% 9,783 $435K
21 Financial Consulate, Inc 0.00% 100 $4K
22 Atlantic Union Bankshares Corp 0.00% 238 $11K
23 Morgan Stanley 0.00% 51,102 $2.3M
24 UBS Group AG 0.00% 17,506 $779K
25 Royal Bank of Canada 0.00% 12,094 $538K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nxg Cushing Midstream Energy (SRV)

What does the Smart Money Trend signal show for SRV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRV?

More buyers than sellers — 67% buying: Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SRV holders?

Strong quality — 33% AUM from major funds: 7 of 34 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SRV?

40% of holders stayed for 2+ years: 14 out of 35 hedge funds have held SRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nxg Cushing Midstream Energy (SRV) following the 2026 Q1 hedge fund 13F filings?

As of today, SRV has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -5.7%. Since the quarter end (March 31, 2026), SRV has gained +8.9% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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