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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
GIM
401
Grassi Investment Management
California
$328K +$322K +5,900 New
QI
402
Qtron Investments
Massachusetts
$327K +$321K +5,887 New
IC
403
IEQ Capital
California
$306K +$6.65K +122 +2%
RCM
404
Radnor Capital Management
Pennsylvania
$306K
Aberdeen Group
405
Aberdeen Group
United Kingdom
$297K -$12.7K -233 -4%
BWP
406
BSW Wealth Partners
Colorado
$295K +$3.27K +60 +1%
Cerity Partners
407
Cerity Partners
New York
$293K +$288K +5,272 New
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$293K +$64.6K +1,184 +29%
RFC
409
Regions Financial Corp
Alabama
$290K
AA
410
ALPS Advisors
Colorado
$290K -$16.1K -296 -5%
EWA
411
EP Wealth Advisors
California
$286K +$280K +5,141 New
TF
412
Trek Financial
Arizona
$282K -$32.1K -589 -10%
IFU
413
iSAM Funds (UK)
United Kingdom
$281K +$276K +5,060 New
PCS
414
Personal CFO Solutions
New Jersey
$281K -$4.53K -83 -2%
BFS
415
Bard Financial Services
Connecticut
$278K
WJWM
416
Williams Jones Wealth Management
New York
$277K +$272K +4,987 New
PA
417
PFG Advisors
Arizona
$275K +$7.14K +131 +3%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$274K +$23.1K +423 +9%
BL
419
Balentine LLC
Georgia
$274K -$30K -550 -10%
IWM
420
IHT Wealth Management
Illinois
$272K +$6.11K +112 +2%
CIP
421
Convergence Investment Partners
Florida
$271K +$266K +4,871 New
IGAM
422
iA Global Asset Management
Quebec, Canada
$269K -$26.6K -488 -9%
TWA
423
TCI Wealth Advisors
Arizona
$262K
WWM
424
Western Wealth Management
Colorado
$261K
P
425
Pitcairn
Pennsylvania
$259K +$9.33K +171 +4%

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.