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HF Sinclair

508 hedge funds and large institutions have $6.84B invested in HF Sinclair in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 182 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $28.8M

4.13% more ownership

Funds ownership: 68.18%72.31% (+4.1%)

2% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 182

1% more capital invested

Capital invested by funds: $6.8B → $6.84B (+$47.1M)

5% less funds holding

Funds holding: 535508 (-27)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

25% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 81

Holders
508
Holders Change
-27
Holders Change %
-5.05%
% of All Funds
8.1%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
61
Increased
185
Reduced
182
Closed
81
Calls
$40.8M
Puts
$28.8M
Net Calls
+$12M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
451
First Horizon Advisors
Tennessee
$11K +$10.7K +206 +981%
PFBT
452
Parkside Financial Bank & Trust
Missouri
$10.9K -$884 -17 -7%
BWA
453
BDO Wealth Advisors
Florida
$10.3K +$104 +2 +1%
CSB
454
City State Bank
Iowa
$10K +$10.4K +200 New
AWM
455
Avior Wealth Management
Nebraska
$9.99K +$104 +2 +1%
SWM
456
Spire Wealth Management
Virginia
$9.43K +$4.94K +95 +95%
DMBA
457
Deseret Mutual Benefit Administrators
Utah
$8.47K -$10.1K -194 -53%
GWMI
458
Guardian Wealth Management (Illinois)
Illinois
$8.2K -$3.17K -61 -27%
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$7.93K +$4.73K +91 +125%
CFGS
460
Concourse Financial Group Securities
Alabama
$6.97K -$416 -8 -5%
BIA
461
Bell Investment Advisors
California
$6.92K +$468 +9 +7%
JWA
462
JFS Wealth Advisors
Pennsylvania
$5.61K -$1.61K -31 -21%
DFCM
463
Dark Forest Capital Management
Puerto Rico
$5.56K -$13.9K -267 -70%
EARNEST Partners
464
EARNEST Partners
Georgia
$5.18K
GCM
465
Gables Capital Management
Florida
$4.93K
CT
466
Cambridge Trust
Massachusetts
$4.84K
CWM
467
Compass Wealth Management
Connecticut
$4.64K
GWS
468
Glassman Wealth Services
Virginia
$4.64K
ICM
469
Islay Capital Management
Texas
$3.87K -$361K -6,937 -99%
PFG
470
Piershale Financial Group
Illinois
$3.63K -$2.6K -50 -40%
SC
471
Schubert & Co
Texas
$3.39K -$2.18K -42 -38%
PB
472
Pinnacle Bancorp
Nebraska
$3.39K +$3.64K +70 New
VFA
473
Values First Advisors
Tennessee
$2.96K +$3.17K +61 New
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$2.85K -$520 -10 -14%
NMG
475
New Millennium Group
Utah
$2.85K

DINO Hedge Fund Activity: Q1 2023 in Review

508 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HF Sinclair (DINO) for Q1 2023, worth a combined $6.84B — up 0.69% from $6.8B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of DINO and 61 opened new positions — a net loss of 20 holders — while 182 trimmed existing stakes and 185 added.

The largest buyer was Capital World Investors, adding an estimated $270M. The largest seller was First Trust Advisors, cutting an estimated $97.1M.

  • 508 institutional investors held HF Sinclair (DINO) as of Q1 2023, down from 535 in Q4 2022.
  • Funds reported $6.84B of HF Sinclair stock for Q1 2023, up 0.69% quarter-over-quarter.
  • 61 funds opened new HF Sinclair positions in Q1 2023 and 81 closed out, a net change of -20 holders.
  • The largest HF Sinclair buyer in Q1 2023 was Capital World Investors, an estimated $270M added.
  • The largest HF Sinclair seller in Q1 2023 was First Trust Advisors, an estimated $97.1M sold.

Based on aggregated 13F filings for Q1 2023.