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DCP

DCP Midstream, LP

Delisted

DCP was delisted on the 14th of June, 2023.

136 hedge funds and large institutions have $2.05B invested in DCP Midstream, LP in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

88% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $16M

44% more capital invested

Capital invested by funds: $1.42B → $2.05B (+$630M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 134136 (+2)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
22
Increased
41
Reduced
41
Closed
20
Calls
$30.1M
Puts
$16M
Net Calls
+$14.1M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$463K -$124K -4,810 -24%
CS
77
Credit Suisse
Switzerland
$458K -$147K -5,703 -27%
BRWM
78
B. Riley Wealth Management
Tennessee
$458K -$34.9K -1,350 -8%
MNBTD
79
Moody National Bank Trust Division
Texas
$447K
SIA
80
SkyView Investment Advisors
New Jersey
$432K
CAM
81
Cresset Asset Management
Illinois
$427K +$359K +13,904 New
IWM
82
IHT Wealth Management
Illinois
$425K +$1.71K +66 +0.5%
SWM
83
Segment Wealth Management
Texas
$399K
ZCM
84
Ziegler Capital Management
Illinois
$398K
AIA
85
Arrow Investment Advisors
Maryland
$386K -$70.6K -2,733 -18%
RJA
86
Raymond James & Associates
Florida
$380K -$663K -25,669 -67%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$377K -$216K -8,346 -40%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$365K -$5.68K -220 -2%
AC
89
Avestar Capital
New York
$340K -$1.37K -53 -0.5%
KeyBank National Association
90
KeyBank National Association
Ohio
$329K -$19.6K -757 -7%
SI
91
Stephens Inc
Arkansas
$318K +$129 +5 +0%
SNBOSD
92
Security National Bank of So Dak
Iowa
$313K +$263K +10,200 New
US Bancorp
93
US Bancorp
Minnesota
$311K
AFG
94
American Financial Group
Ohio
$307K -$258K -10,000 -50%
PSP
95
Principal Street Partners
Tennessee
$307K +$258K +10,000 New
MC
96
Moors & Cabot
Massachusetts
$275K +$231K +8,951 New
ODG
97
O'Dell Group
Ohio
$242K +$204K +7,892 New
CIBC Asset Management
98
CIBC Asset Management
Ontario, Canada
$241K +$203K +7,863 New
VanEck Associates
99
VanEck Associates
New York
$238K -$29K -1,123 -13%
GWM
100
Geneos Wealth Management
Colorado
$237K

DCP Hedge Fund Activity: Q2 2021 in Review

136 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in DCP Midstream, LP (DCP) for Q2 2021, worth a combined $2.05B — up 44% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DCP positions and 20 closed out — a net gain of 2 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $22.9M. The largest seller was Invesco, cutting an estimated $20M.

  • 136 institutional investors held DCP Midstream, LP (DCP) as of Q2 2021, up from 134 in Q1 2021.
  • Funds reported $2.05B of DCP Midstream, LP stock for Q2 2021, up 44% quarter-over-quarter.
  • 22 funds opened new DCP Midstream, LP positions in Q2 2021 and 20 closed out, a net change of +2 holders.
  • The largest DCP Midstream, LP buyer in Q2 2021 was UBS Group, an estimated $22.9M added.
  • The largest DCP Midstream, LP seller in Q2 2021 was Invesco, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2021.