Crestwood Equity Partners LP
CEQP
CEQP was delisted on the 2nd of November, 2023.
127 hedge funds and large institutions have $852M invested in Crestwood Equity Partners LP in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 20 closing their positions.
155% more call options, than puts
Call options by funds: $32.3M | Put options by funds: $12.7M
32% more capital invested
Capital invested by funds: $646M → $852M (+$206M)
5% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 37
2% less funds holding
Funds holding: 129 → 127 (-2)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Chickasaw Capital Management
Memphis,
Tennessee
|
+$47.5M |
| 2 |
Goldman Sachs
New York
|
+$23.4M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$23M |
| 4 |
ClearBridge Investments
New York
|
+$20.3M |
| 5 |
NIM
NXG Investment Management
Dallas,
Texas
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$14.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.94M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4.23M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$2.91M |
| 5 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$2.6M |
CEQP Hedge Fund Activity: Q2 2021 in Review
127 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Crestwood Equity Partners LP (CEQP) for Q2 2021, worth a combined $852M — up 32% from $646M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CEQP and 18 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 39 added.
The largest buyer was Chickasaw Capital Management, adding an estimated $47.5M. The largest seller was Salient Capital Advisors, cutting an estimated $14.1M.
- 127 institutional investors held Crestwood Equity Partners LP (CEQP) as of Q2 2021, down from 129 in Q1 2021.
- Funds reported $852M of Crestwood Equity Partners LP stock for Q2 2021, up 32% quarter-over-quarter.
- 18 funds opened new Crestwood Equity Partners LP positions in Q2 2021 and 20 closed out, a net change of -2 holders.
- The largest Crestwood Equity Partners LP buyer in Q2 2021 was Chickasaw Capital Management, an estimated $47.5M added.
- The largest Crestwood Equity Partners LP seller in Q2 2021 was Salient Capital Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2021.