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HHAM

HITE Hedge Asset Management Portfolio holdings

AUM $1.77B
1-Year Est. Return 38.67%
This Fund
S&P 500
This Quarter Est. Return
+3.47%
1 Year Est. Return
+38.67%
3 Year Est. Return
+57.92%
5 Year Est. Return
+95.85%
10 Year Est. Return
+238.71%
AUM
$214M
AUM Growth
Cap. Flow
+$211M
Cap. Flow %
98.57%
Top 10 Hldgs %
47.88%
Holding
54
New
54
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 81.85%
2 Materials 2.98%
3 Industrials 2.85%
4 Technology 0.11%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ET icon
1
Energy Transfer Partners
ET
$69.5B
$19.2M 8.96%
+1,282,128
New +$18.7M
AHD
2
DELISTED
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
$17M 7.94%
+346,673
New +$17M
WPZ
3
DELISTED
Williams Partners L.P.
WPZ
$16M 7.49%
+356,587
New +$14.5M
TRGP icon
4
Targa Resources
TRGP
$56.2B
$7.75M 3.62%
+120,511
New +$8.01M
NGL icon
5
NGL Energy Partners
NGL
$1.87B
$7.4M 3.46%
+244,991
New +$7.06M
WES icon
6
Western Midstream Partners
WES
$19.4B
$7.29M 3.4%
+176,942
New +$6.53M
SDLP
7
DELISTED
SEADRILL PARTNERS LLC
SDLP
$7.24M 3.38%
+24,662
New +$6.98M
TEP
8
DELISTED
Tallgrass Energy Partners, LP
TEP
$7.17M 3.35%
+341,441
New +$7.38M
USAC icon
9
USA Compression Partners
USAC
$3.75B
$6.94M 3.24%
+295,023
New +$6.35M
MWE
10
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
$6.5M 3.04%
+97,300
New +$6.26M
ENLC
11
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$6.42M 3%
+324,815
New +$6.21M
RTK
12
DELISTED
Rentech, Inc.
RTK
$6.39M 2.98%
+304,191
New +$6.57M
GMLP
13
DELISTED
Golar LNG Partners LP
GMLP
$6.1M 2.85%
+178,820
New +$5.92M
CMLP
14
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP NEW UTS REP LTD PRT INT (DE)
CMLP
$5.7M 2.66%
+256,123
New +$5.96M
SEMG
15
DELISTED
SEMGROUP CORPORATION
SEMG
$5.62M 2.63%
+104,356
New +$5.54M
KMP
16
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$4.87M 2.27%
+57,000
New +$4.96M
TLP
17
DELISTED
Transmontaigne
TLP
$4.83M 2.26%
+115,319
New +$5.2M
EMES
18
DELISTED
Emerge Energy Services LP
EMES
$4.7M 2.19%
+224,278
New +$4.26M
ANDX
19
DELISTED
Andeavor Logistics LP
ANDX
$4.62M 2.16%
+76,376
New +$4.49M
CEQP
20
DELISTED
Crestwood Equity Partners LP
CEQP
$4.47M 2.09%
+27,929
New +$3.83M
KNOP icon
21
KNOT Offshore Partners
KNOP
$352M
$4.29M 2.01%
+194,892
New +$4.45M
CMLP
22
DELISTED
CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE)
CMLP
$4.16M 1.94%
+166,658
New +$4.11M
CAPL icon
23
CrossAmerica Partners
CAPL
$839M
$3.91M 1.83%
+158,040
New +$3.83M
RRMS
24
DELISTED
ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE)
RRMS
$3.84M 1.8%
+104,974
New +$3.99M
MEMP
25
DELISTED
Memorial Production Partners LP Common Units
MEMP
$3.8M 1.78%
+194,098
New +$3.79M

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HITE Hedge Asset Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for HITE Hedge Asset Management, which disclosed 54 positions worth $214M. Its ten largest holdings account for 48% of the portfolio.

Its largest position is Energy Transfer Partners: 1,282,128 shares worth $19.2M.

By sector, the portfolio is most concentrated in Energy at 82% of assets, followed by Materials and Industrials.

  • HITE Hedge Asset Management's largest Q2 2013 buy was Energy Transfer Partners: 1,282,128 shares worth $19.2M.
  • HITE Hedge Asset Management's ten largest holdings make up 48% of its $214M portfolio in Q2 2013.
  • HITE Hedge Asset Management disclosed 54 positions in Q2 2013, its first 13F filing on record.

Based on HITE Hedge Asset Management's 13F filing for Q2 2013, filed 12 Aug 2013.