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CEQP

Crestwood Equity Partners LP
CEQP

Delisted

CEQP was delisted on the 2nd of November, 2023.

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148 hedge funds and large institutions have $1.76B invested in Crestwood Equity Partners LP in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $3.82M

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

14% more capital invested

Capital invested by funds: $1.55B → $1.76B (+$210M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less funds holding

Funds holding: 154 → 148 (-6)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
148
Holders Change
-6
Holders Change %
-3.9%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
49
Reduced
33
Closed
21
Calls
$11.1M
Puts
$3.82M
Net Calls
+$7.25M
Net Calls Change
+$3.88M

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$48.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$39.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$28.2M
4
TCA
Tortoise Capital Advisors
Kansas
+$10.4M
5
Bank of America
Bank of America
North Carolina
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
NIM
NXG Investment Management
Texas
-$26.2M
2
Goldman Sachs
Goldman Sachs
New York
-$25M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$14M
4
Invesco
Invesco
Georgia
-$12.1M
5
NC
NBW Capital
Massachusetts
-$7.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Stockman Wealth Management
Montana
$396K +$5.61K +200 +1%
OAM
77
Oppenheimer Asset Management
New York
$384K -$4.4K -157 -1%
GC
78
Guggenheim Capital
Illinois
$364K -$151K -5,387 -30%
VanEck Associates
79
VanEck Associates
New York
$354K +$44.6K +1,592 +15%
SOAMC
80
Spirit of America Management Corp
New York
$351K +$112K +4,000 +50%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$350K +$336K +11,973 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$349K +$1.4K +50 +0.4%
OA
83
Oxbow Advisors
Texas
$347K – – –
CC
84
Claybrook Capital
Massachusetts
$340K – – –
Neuberger Berman Group
85
Neuberger Berman Group
New York
$340K – – –
GT
86
Glenmede Trust
Pennsylvania
$339K +$65.6K +2,338 +25%
RWM
87
Rockwood Wealth Management
Pennsylvania
$332K – – –
LC
88
Lindbrook Capital
California
$320K +$152K +5,416 +98%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$320K +$307K +10,954 New
PIWA
90
Prevail Innovative Wealth Advisors
Kansas
$293K – – –
SWA
91
Stratos Wealth Advisors
Ohio
$293K – – –
PFA
92
Pettinga Financial Advisors
Indiana
$288K -$77.1K -2,750 -22%
GF
93
Gabelli Funds
New York
$263K +$252K +9,000 New
IAIM
94
International Assets Investment Management
Florida
$255K – – –
SC
95
Schulhoff & Co
Ohio
$252K – – –
FWIA
96
Fort Washington Investment Advisors
Ohio
$247K +$237K +8,450 New
JMPWA
97
JP Morgan Private Wealth Advisors
California
$246K -$57.2K -2,040 -20%
GWM
98
GDS Wealth Management
Texas
$234K – – –
ProShare Advisors
99
ProShare Advisors
Maryland
$233K +$223K +7,967 New
GIM
100
Groesbeck Investment Management
New Jersey
$229K – – –
2 3
4
5 6

CEQP Hedge Fund Activity: Q3 2023 in Review

148 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Crestwood Equity Partners LP (CEQP) for Q3 2023, worth a combined $1.76B — up 14% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CEQP and 16 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 49 added.

The largest buyer was ALPS Advisors, adding an estimated $48.4M. The largest seller was NXG Investment Management, cutting an estimated $26.2M.

  • 148 institutional investors held Crestwood Equity Partners LP (CEQP) as of Q3 2023, down from 154 in Q2 2023.
  • Funds reported $1.76B of Crestwood Equity Partners LP stock for Q3 2023, up 14% quarter-over-quarter.
  • 16 funds opened new Crestwood Equity Partners LP positions in Q3 2023 and 21 closed out, a net change of -5 holders.
  • The largest Crestwood Equity Partners LP buyer in Q3 2023 was ALPS Advisors, an estimated $48.4M added.
  • The largest Crestwood Equity Partners LP seller in Q3 2023 was NXG Investment Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.