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ALJ

Alon USA Energy Inc
ALJ

Delisted

ALJ was delisted on the 30th of June, 2017.

120 hedge funds and large institutions have $497M invested in Alon USA Energy Inc in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $303M → $497M (+$194M)

0% more funds holding

Funds holding: 120120 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

13% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $1.18M

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

Holders
120
Holders Change
Holders Change %
0%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
35
Reduced
45
Closed
28
Calls
$1.02M
Puts
$1.18M
Net Calls
-$155K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$113M +$4.96M +392,414 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$52.6M -$374K -29,558 -0.9%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$45.3M +$2.82M +223,494 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.4M -$4.07M -322,267 -19%
Goldman Sachs
5
Goldman Sachs
New York
$19.5M +$14.4M +1,139,471 +2,817%
MAMNY
6
Marathon Asset Management (New York)
New York
$16.7M +$12.7M +1,008,900 New
LSV Asset Management
7
LSV Asset Management
Illinois
$13.3M -$375K -29,700 -4%
RFC
8
Russell Frank Company
Washington
$12.2M +$2.48M +196,277 +33%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$12.2M +$9.34M +739,045 New
BIT
10
BlackRock Institutional Trust
California
$11.4M +$1.52M +120,509 +21%
KCM
11
Kennedy Capital Management
Missouri
$9.79M +$161K +12,711 +2%
BFA
12
BlackRock Fund Advisors
California
$9.65M -$538K -42,562 -7%
Morgan Stanley
13
Morgan Stanley
New York
$8.79M +$3.54M +279,999 +111%
Renaissance Technologies
14
Renaissance Technologies
New York
$8.44M -$5.31M -419,798 -45%
Invesco
15
Invesco
Georgia
$6.78M -$2.04M -161,464 -28%
Nomura Holdings
16
Nomura Holdings
Japan
$6.56M +$3.6M +284,647 +255%
State Street
17
State Street
Massachusetts
$6M +$520K +41,153 +13%
Deutsche Bank
18
Deutsche Bank
Germany
$5.67M -$4.14M -327,765 -49%
CS
19
Credit Suisse
Switzerland
$5.45M +$36.8K +2,909 +0.9%
TA
20
Teachers Advisors
New York
$4.98M +$93.5K +7,400 +3%
Northern Trust
21
Northern Trust
Illinois
$4.8M -$4.78M -378,458 -57%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.26M -$2.1M -166,091 -39%
American Century Companies
23
American Century Companies
Missouri
$4.21M -$444K -35,167 -12%
Millennium Management
24
Millennium Management
New York
$4.17M +$2.78M +219,760 +680%
CCP
25
Clough Capital Partners
Massachusetts
$3.98M +$3.04M +240,700 New

ALJ Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alon USA Energy Inc (ALJ) for Q4 2013, worth a combined $497M — up 64% from $303M a quarter earlier.

Fund positioning in ALJ was balanced in Q4 2013: 28 funds opened new positions, 28 closed out, 35 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.4M. The largest seller was Renaissance Technologies, cutting an estimated $5.31M.

  • 120 institutional investors held Alon USA Energy Inc (ALJ) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $497M of Alon USA Energy Inc stock for Q4 2013, up 64% quarter-over-quarter.
  • 28 funds opened new Alon USA Energy Inc positions in Q4 2013 and 28 closed out, a net change of 0 holders.
  • The largest Alon USA Energy Inc buyer in Q4 2013 was Goldman Sachs, an estimated $14.4M added.
  • The largest Alon USA Energy Inc seller in Q4 2013 was Renaissance Technologies, an estimated $5.31M sold.

Based on aggregated 13F filings for Q4 2013.