Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NXG CUSHING MIDSTREAM ENERGY COM NEW (SRV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — SRV

Based on 29 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SRV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
29 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

20 buying13 selling
Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 13 were sellers (3 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 8 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 21% medium 38% new
12 out of 29 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.
💰

Value +15811% but shares only +119% — price-driven

Value
+15811%
Shares
+119%
Last quarter: the total dollar value of institutional holdings rose +15811%, but actual share count only changed +119%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

7 → 4 → 8 → 8 → 9 new funds/Q
New funds entering each quarter: 4 → 8 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 21% 1-2yr 38% new
Of 29 current holders: 12 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
7 of 29 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SRV
2026 Q1 Stats Unlock in 19 days 29 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 29 30 -3.33%
13F Shares 889K 405K 119.46%
Total Value $2.96B $19M 15811.17%
New Positions 9 8 +1
Increased Positions 11 11 -
Closed Positions 10 8 +2
Reduced Positions 3 2 +1
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: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

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

Top 9 institutional holders of SRV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABSOLUTE INVESTMENT ADVISERS, LLC 0.52% 99,777 $4.4M
2 Focus Financial Network, Inc. 0.03% 19,449 $865K
3 Stratos Wealth Advisors, LLC 0.03% 9,285 $413K
4 CoreCap Advisors, LLC 0.02% 13,150 $585K
5 WEDBUSH SECURITIES INC 0.01% 5,240
6 Private Advisor Group, LLC 0.00% 8,856 $394K
7 Janney Montgomery Scott LLC 0.00% 6,875
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,858 $528K
9 FINANCIAL CONSULATE, INC 0.00% 100 $4K
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 COM NEW (SRV)

What does the Smart Money Trend signal show for SRV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SRV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SRV?

More buyers than sellers — 61% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 13 were sellers (3 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SRV holders?

Elite ownership — 99% AUM from top-100 funds: 7 of 29 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SRV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRV?

41% of holders stayed for 2+ years: 12 out of 29 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.

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.