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ALJ

Alon USA Energy Inc
ALJ

Delisted

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

136 hedge funds and large institutions have $270M invested in Alon USA Energy Inc in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $1.1M

15% more capital invested

Capital invested by funds: $234M → $270M (+$35.4M)

2% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 49

2% less funds holding

Funds holding: 139136 (-3)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
3.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
50
Reduced
49
Closed
26
Calls
$2.21M
Puts
$1.1M
Net Calls
+$1.11M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48.5M +$399K +53,824 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.1M -$10.2M -1,380,381 -35%
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17.4M +$2.06M +278,000 +15%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$15M -$7.18M -967,846 -34%
Deutsche Bank
5
Deutsche Bank
Germany
$12.3M +$8.58M +1,156,154 +311%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$8.68M +$3.38M +454,994 +73%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$8.48M +$7.81M +1,052,100 New
Goldman Sachs
8
Goldman Sachs
New York
$7.43M -$175K -23,624 -2%
BFA
9
BlackRock Fund Advisors
California
$6.75M +$632K +85,207 +11%
Prudential Financial
10
Prudential Financial
New Jersey
$6.5M +$84K +11,322 +1%
BIT
11
BlackRock Institutional Trust
California
$6.47M +$56.1K +7,563 +1%
KCM
12
Kennedy Capital Management
Missouri
$6.18M -$2M -269,817 -26%
Ameriprise
13
Ameriprise
Minnesota
$5.96M -$1.46M -197,190 -21%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.88M +$2.75M +370,272 +103%
Citadel Advisors
15
Citadel Advisors
Florida
$5.19M +$4.69M +632,134 +5,343%
DCM
16
Driehaus Capital Management
Illinois
$5.07M +$4.67M +629,317 New
BCM
17
Bridgeway Capital Management
Texas
$4.71M
State Street
18
State Street
Massachusetts
$4.59M -$31.7K -4,277 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.59M +$457K +61,633 +12%
SFM
20
Systematic Financial Management
New Jersey
$4.47M -$465K -62,688 -10%
Northern Trust
21
Northern Trust
Illinois
$4M -$628K -84,710 -15%
Nomura Holdings
22
Nomura Holdings
Japan
$3.54M +$2.47M +332,637 +313%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.25M +$583K +78,527 +24%
MC
24
Menta Capital
California
$2.97M +$572K +77,108 +26%
EAM
25
EverPoint Asset Management
Connecticut
$2.62M +$556K +75,000 +30%

ALJ Hedge Fund Activity: Q3 2016 in Review

136 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alon USA Energy Inc (ALJ) for Q3 2016, worth a combined $270M — up 15% from $234M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ALJ and 23 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 50 added.

The largest buyer was Deutsche Bank, adding an estimated $8.58M. The largest seller was Vanguard Group, cutting an estimated $10.2M.

  • 136 institutional investors held Alon USA Energy Inc (ALJ) as of Q3 2016, down from 139 in Q2 2016.
  • Funds reported $270M of Alon USA Energy Inc stock for Q3 2016, up 15% quarter-over-quarter.
  • 23 funds opened new Alon USA Energy Inc positions in Q3 2016 and 26 closed out, a net change of -3 holders.
  • The largest Alon USA Energy Inc buyer in Q3 2016 was Deutsche Bank, an estimated $8.58M added.
  • The largest Alon USA Energy Inc seller in Q3 2016 was Vanguard Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2016.