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HF Sinclair

589 hedge funds and large institutions have $8.21B invested in HF Sinclair in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 231 increasing their positions, 177 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

31% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 177

24% more call options, than puts

Call options by funds: $52.1M | Put options by funds: $42.1M

11% more funds holding

Funds holding: 531589 (+58)

3% more capital invested

Capital invested by funds: $7.99B → $8.21B (+$224M)

8.82% less ownership

Funds ownership: 76.18%67.36% (-8.8%)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
589
Holders Change
+58
Holders Change %
+10.92%
% of All Funds
8.59%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
114
Increased
231
Reduced
177
Closed
50
Calls
$52.1M
Puts
$42.1M
Net Calls
+$9.99M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
Campion Asset Management
Virginia
$423K -$20.5K -375 -5%
GLA
377
Great Lakes Advisors
Illinois
$419K -$191K -3,507 -32%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$415K -$112K -2,049 -22%
BFM
379
Boothbay Fund Management
New York
$403K +$395K +7,245 New
WANY
380
Wealthspire Advisors (New York)
New York
$400K -$9.05K -166 -2%
DA
381
Denali Advisors
California
$392K -$103K -1,896 -21%
CCM
382
Chickasaw Capital Management
Tennessee
$389K +$382K +7,000 New
MC
383
Moors & Cabot
Massachusetts
$384K -$15.9K -292 -4%
GSC
384
Grey Street Capital
Illinois
$370K +$363K +6,663 New
CAN
385
Cetera Advisor Networks
California
$362K +$12.1K +221 +4%
BHCM
386
Brevan Howard Capital Management
Jersey
$362K +$355K +6,514 New
QCM
387
QRG Capital Management
Illinois
$361K +$42.5K +780 +14%
GA
388
Greenspring Advisors
Maryland
$354K
IRC
389
Investors Research Corp
Georgia
$345K
SCM
390
Shelton Capital Management
Colorado
$343K
LWCA
391
Locust Wood Capital Advisers
New York
$343K +$336K +6,164 New
HCM
392
Hollencrest Capital Management
California
$340K
YMRC
393
Yorktown Management & Research Company
Virginia
$339K
FFM
394
Forum Financial Management
Illinois
$337K
BC
395
Burney Company
Virginia
$336K -$545 -10 -0.2%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$53.9K +988 +20%
KFC
397
Klingenstein Fields & Co
New York
$333K
PP
398
PFS Partners
New Jersey
$331K +$262K +4,810 +417%
PAG
399
Private Advisor Group
New Jersey
$331K +$271K +4,966 +503%
GT
400
Greenleaf Trust
Michigan
$328K +$4.91K +90 +2%

DINO Hedge Fund Activity: Q4 2023 in Review

589 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HF Sinclair (DINO) for Q4 2023, worth a combined $8.21B — up 2.8% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DINO positions and 50 closed out — a net gain of 64 holders — while 231 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Capital World Investors, cutting an estimated $117M.

  • 589 institutional investors held HF Sinclair (DINO) as of Q4 2023, up from 531 in Q3 2023.
  • Funds reported $8.21B of HF Sinclair stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 114 funds opened new HF Sinclair positions in Q4 2023 and 50 closed out, a net change of +64 holders.
  • The largest HF Sinclair buyer in Q4 2023 was Morgan Stanley, an estimated $118M added.
  • The largest HF Sinclair seller in Q4 2023 was Capital World Investors, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2023.