Alon USA Partners LP
ALDW
ALDW was delisted on the 6th of February, 2018.
35 hedge funds and large institutions have $63.7M invested in Alon USA Partners LP in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 11 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $57.8M → $63.7M (+$5.93M)
3% more funds holding
Funds holding: 34 → 35 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
21% less call options, than puts
Call options by funds: $3.31M | Put options by funds: $4.21M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$17.6M |
| 2 |
BG
Baupost Group
Boston,
Massachusetts
|
+$4.73M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.19M |
| 4 |
RA
RR Advisors
Dallas,
Texas
|
+$3.07M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
-$14.5M |
| 3 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
-$3.71M |
| 4 |
Goldman Sachs
New York
|
-$3.09M |
| 5 |
ARTA
A.R.T. Advisors
New York
|
-$1.71M |
ALDW Hedge Fund Activity: Q4 2013 in Review
35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alon USA Partners LP (ALDW) for Q4 2013, worth a combined $63.7M — up 10% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ALDW positions and 11 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Odey Asset Management Group, opening a new position worth an estimated $17.6M. The largest seller was Morgan Stanley, cutting an estimated $19M.
- 35 institutional investors held Alon USA Partners LP (ALDW) as of Q4 2013, up from 34 in Q3 2013.
- Funds reported $63.7M of Alon USA Partners LP stock for Q4 2013, up 10% quarter-over-quarter.
- 12 funds opened new Alon USA Partners LP positions in Q4 2013 and 11 closed out, a net change of +1 holder.
- The largest Alon USA Partners LP buyer in Q4 2013 was Odey Asset Management Group, an estimated $17.6M added.
- The largest Alon USA Partners LP seller in Q4 2013 was Morgan Stanley, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2013.