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ALJ

Alon USA Energy Inc
ALJ

Delisted

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

128 hedge funds and large institutions have $449M invested in Alon USA Energy Inc in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

33% more call options, than puts

Call options by funds: $587K | Put options by funds: $441K

11% more funds holding

Funds holding: 115128 (+13)

10% less capital invested

Capital invested by funds: $501M → $449M (-$51.4M)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
49
Reduced
32
Closed
21
Calls
$587K
Puts
$441K
Net Calls
+$146K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$59.8M +$7.35M +511,054 +12%
CC
2
Carlson Capital
Texas
$33.6M +$731K +50,843 +2%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$28.8M +$13.2M +917,153 +68%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$28M +$30M +2,087,063 +1,717%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$23.5M -$52.6M -3,658,413 -66%
Goldman Sachs
6
Goldman Sachs
New York
$21.9M +$6.31M +438,747 +34%
Vanguard Group
7
Vanguard Group
Pennsylvania
$20.4M +$1.74M +121,247 +8%
State Street
8
State Street
Massachusetts
$16.4M +$954K +66,395 +5%
Marshall Wace
9
Marshall Wace
United Kingdom
$15.5M +$17.4M +1,207,971 +7,321%
Millennium Management
10
Millennium Management
New York
$15.2M -$30M -2,089,814 -64%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$12.2M -$9.37M -651,800 -40%
American Century Companies
12
American Century Companies
Missouri
$10.4M +$2.33M +161,881 +24%
Deutsche Bank
13
Deutsche Bank
Germany
$10.2M +$6.89M +479,372 +147%
KCM
14
Kennedy Capital Management
Missouri
$10.1M +$2.31M +160,469 +25%
Morgan Stanley
15
Morgan Stanley
New York
$9.85M +$9.91M +689,158 +780%
BIT
16
BlackRock Institutional Trust
California
$9.17M +$7.65K +532 +0.1%
BFA
17
BlackRock Fund Advisors
California
$8.29M +$1.37M +94,961 +17%
HW
18
Hancock Whitney
Mississippi
$7.38M +$8.37M +582,200 New
LSV Asset Management
19
LSV Asset Management
Illinois
$7.26M +$300K +20,900 +4%
Nomura Holdings
20
Nomura Holdings
Japan
$5.95M +$385K +26,811 +6%
TA
21
Teachers Advisors
New York
$5.14M +$1.54M +107,003 +36%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.43M -$5.51M -383,300 -52%
BCM
23
Bridgeway Capital Management
Texas
$4.34M +$2.66M +185,000 +118%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.29M +$927K +64,493 +24%
Charles Schwab
25
Charles Schwab
California
$4.18M +$3.39M +235,705 +250%

ALJ Hedge Fund Activity: Q4 2014 in Review

128 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Alon USA Energy Inc (ALJ) for Q4 2014, worth a combined $449M — down 10% from $501M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ALJ positions and 21 closed out — a net gain of 17 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $30M. The largest seller was Wellington Management Group, cutting an estimated $52.6M.

  • 128 institutional investors held Alon USA Energy Inc (ALJ) as of Q4 2014, up from 115 in Q3 2014.
  • Funds reported $449M of Alon USA Energy Inc stock for Q4 2014, down 10% quarter-over-quarter.
  • 38 funds opened new Alon USA Energy Inc positions in Q4 2014 and 21 closed out, a net change of +17 holders.
  • The largest Alon USA Energy Inc buyer in Q4 2014 was Acadian Asset Management, an estimated $30M added.
  • The largest Alon USA Energy Inc seller in Q4 2014 was Wellington Management Group, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2014.