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HF Sinclair

423 hedge funds and large institutions have $5.57B invested in HF Sinclair in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 164 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% less call options, than puts

Call options by funds: $87.6M | Put options by funds: $94.1M

3.93% less ownership

Funds ownership: 80.03%76.09% (-3.9%)

5% less funds holding

Funds holding: 447423 (-24)

13% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 164

20% less capital invested

Capital invested by funds: $6.93B → $5.57B (-$1.36B)

25% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 71

Holders
423
Holders Change
-24
Holders Change %
-5.37%
% of All Funds
11.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
53
Increased
143
Reduced
164
Closed
71
Calls
$87.6M
Puts
$94.1M
Net Calls
-$6.51M
Net Calls Change
-$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LFR
401
Lehman Financial Resources
Pennsylvania
$11K -$62.5K -1,500 -83%
GWS
402
Glassman Wealth Services
Virginia
$10K +$11.5K +275 New
Manulife (Manufacturers Life Insurance)
403
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.42K -$512K -12,291 -5%
CFS
404
Commonwealth Financial Services
West Virginia
$9K +$10.4K +249 New
AC
405
Alexandria Capital
Virginia
$8K +$208 +5 +2%
CFA
406
Carroll Financial Associates
North Carolina
$7K
FANJ
407
Financial Architects (New Jersey)
New Jersey
$7K
OIA
408
Optimum Investment Advisors
Illinois
$7K
MCA
409
Mercer Capital Advisers
New Jersey
$7K +$8K +192 New
VCM
410
Vigilant Capital Management
Maine
$7K +$8.34K +200 New
VIA
411
Vantage Investment Advisors
Pennsylvania
$5K
MAS
412
Madden Advisory Services
Florida
$4K
RA
413
Rational Advisors
New York
$4K +$5K +120 New
EWM
414
Evercore Wealth Management
New York
$3K
JFA
415
JNBA Financial Advisors
Minnesota
$3K
VNA
416
Valley National Advisers
Pennsylvania
$3K +$2.71K +65 New
FMT
417
First Mercantile Trust
Tennessee
$2K
ASN
418
Advisory Services Network
Georgia
$2K +$2.04K +49 New
MCM
419
MV Capital Management
Maryland
$1K +$625 +15 New
CAW
420
Cornerstone Advisors (Washington)
Washington
$1K +$1.5K +36 New
NG
421
NatWest Group
United Kingdom
$438 -$572K -13,719 -54%
BRWA
422
B. Riley Wealth Advisors
Florida
$186 +$1.58K +38 +0.8%
BRC
423
Blue Ridge Capital
New York
-$72.5M -1,660,000 Closed
BPM
424
Bronson Point Management
Connecticut
-$34.4M -787,500 Closed
MCM
425
Moore Capital Management
New York
-$13.1M -300,000 Closed

DINO Hedge Fund Activity: Q4 2014 in Review

423 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in HF Sinclair (DINO) for Q4 2014, worth a combined $5.57B — down 20% from $6.93B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of DINO and 53 opened new positions — a net loss of 18 holders — while 164 trimmed existing stakes and 143 added.

The largest buyer was Prudential plc, adding an estimated $111M. The largest seller was American International Group, cutting an estimated $259M.

  • 423 institutional investors held HF Sinclair (DINO) as of Q4 2014, down from 447 in Q3 2014.
  • Funds reported $5.57B of HF Sinclair stock for Q4 2014, down 20% quarter-over-quarter.
  • 53 funds opened new HF Sinclair positions in Q4 2014 and 71 closed out, a net change of -18 holders.
  • The largest HF Sinclair buyer in Q4 2014 was Prudential plc, an estimated $111M added.
  • The largest HF Sinclair seller in Q4 2014 was American International Group, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2014.